Eric Stein
Chief Executive Officer chez EATON VANCE SENIOR INCOME TRUST
Fortune : 3 084 $ au 31/03/2024
Profil
Eric Andrew Stein is currently the President & Chief Executive Officer of Eaton Vance Senior Income Trust.
He also holds the positions of Chief Investment Officer & Vice President at Eaton Vance Corp., President of Eaton Vance California Municipal Income Trust, President of Eaton Vance Municipal Income Trust, Head of Investments & CIO of Fixed Income at Voya Investment Management Co. LLC, and Head of Investments & CIO of Fixed Income at Voya Investment Management LLC.
Additionally, he serves as President of Eaton Vance California Municipal Bond Fund, President of Eaton Vance Limited Duration Income Fund, President of Eaton Vance Floating-Rate Income Trust, Co-President of Eaton Vance Municipal Income 2028 Term Trust, President of Eaton Vance Floating Rate Income Plus Fund, and President of Eaton Vance National Municipal Opportunities Trust.
In his former positions, Mr. Stein served as President of Eaton Vance New York Municipal Income Trust, Chief Investment Officer of Fixed Income at Eaton Vance Management, Research Associate at Eaton Vance Management, Principal at Citigroup Alternative Investments LLC, Chief Investment Officer & Fixed Income at Morgan Stanley Investment Management, Inc., Vice President at Boston Management & Research, Analyst & Trader at Federal Reserve Bank of New York, and President of Eaton Vance Floating Rate 2022 Target Term Trust.
Mr. Stein received his undergraduate degree from Boston University in 2002 and holds an MBA from The University of Chicago Booth School of Business.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 31/10/2022 | 292 ( 0,00% ) | 3 084 $ | 31/03/2024 |
Postes actifs de Eric Stein
| Sociétés | Poste | Début |
|---|---|---|
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | President | 01/01/2020 |
| EATON VANCE CORP. | Chief Investment Officer | 01/11/2020 |
| EATON VANCE MUNICIPAL BOND FUND | President | 01/01/2020 |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | President | 01/01/2020 |
| EATON VANCE MUNICIPAL INCOME TRUST | President | 01/01/2020 |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | President | 01/01/2020 |
| EATON VANCE SENIOR INCOME TRUST | Chief Executive Officer | - |
| EATON VANCE LIMITED DURATION INCOME FUND | President | 01/01/2020 |
| EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | President | 01/01/2020 |
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Anciens postes connus de Eric Stein
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Formation de Eric Stein
| Boston University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 26 |
|---|---|
Eaton Vance Corp.
 Eaton Vance Corp. Investment ManagersFinance Eaton Vance Corp. engages in the management of investment funds and provides counselling services. It offers a range of engineered portfolio implementation services, including tax-managed core and specialty index strategies, futures and options-based portfolio overlays, and centralized portfolio management of multi-manager portfolios. The company was founded on April 30, 1979 and is headquartered in Boston, MA. | Finance |
Eaton Vance Senior Income Trust
 Eaton Vance Senior Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Senior Income Trust operates as a closed-end management fund. Its investment objective is to provide current income exempt from regular federal income tax. The company was founded on September 23, 1998 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance California Municipal Income Trust
 Eaton Vance California Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance California Municipal Income Trust operates as a closed-end investment fund. It seeks current income exempt from regular federal income tax and California state personal income taxes. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Municipal Income Trust
 Eaton Vance Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Municipal Income Trust is a non-diversified, closed-end management investment company. Its investment objective is to provide current income exempt from regular federal income tax. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance New York Municipal Income Trust
 Eaton Vance New York Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New York Municipal Income Trust operates as closed-end management investment Company. Its investment objective is to provide a high level of current income. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Finance |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Finance |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Finance |
Eaton Vance California Municipal Bond Fund
 Eaton Vance California Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance California Municipal Bond Fund operates as a closed-end investment fund/investment trust. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and California personal income tax. The company was founded on August 30, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Citigroup Alternative Investments LLC
 Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a registered investment advisor headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies such as private equity funds and funds of one or more private equity and real estate funds. The investors of the funds advised by the firm are institutional investors, funds of funds, high net worth individuals and employees and former employees of Citigroup, Inc. | Finance |
Eaton Vance Limited Duration Income Fund
 Eaton Vance Limited Duration Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Limited Duration Income Fund operates as a closed-end investment fund/investment trust. Its investment objective is to provide current income with a secondary objective of capital appreciation. The company was founded on May 30, 2003 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Senior Floating-Rate Trust
 Eaton Vance Senior Floating-Rate Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Senior Floating-Rate Trust operates as a closed-end management investment trust. Its objective is to provide current income and seek preservation of capital to the extent consistent. The company was founded on July 31, 2003 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Floating-Rate Income Trust
 Eaton Vance Floating-Rate Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Floating-Rate Income Trust operates as a non-diversified, closed-end management investment company. Its investment objective is to provide a high level of current income. The firm's secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The company was founded on June 29, 2004 and is headquartered in Boston, MA. | Miscellaneous |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Finance |
Eaton Vance Municipal Income 2028 Term Trust
 Eaton Vance Municipal Income 2028 Term Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Municipal Income 2028 Term Trust is a closed-end investment fund. Its investment objective is to provide current income exempt from regular federal income tax. The company was founded on March 28, 2013 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Floating Rate Income Plus Fund
 Eaton Vance Floating Rate Income Plus Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Floating Rate Income Plus Fund is a closed-end management investment company. It offers asset classes which include U.S. and global equities, municipal bonds and taxable income, and alternative strategies. It also provides exposure to the floating-rate loan market, off-benchmark investments across fixed income sectors, and diversification benefits for investor portfolios. The company was founded on April 5, 2013 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Short Duration Diversified Income Fund
 Eaton Vance Short Duration Diversified Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Diversified Income Fund operates as a non-diversified, closed-end management investment company. It intends to provide current income. The company was founded on February 28, 2005 and is headquartered in Boston, MA. | Miscellaneous |
| Federal Reserve Bank of New York | Government |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Miscellaneous |
| Big Brothers Big Sisters of Massachusetts Bay | |
Eaton Vance National Municipal Opportunities Trust
 Eaton Vance National Municipal Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance National Municipal Opportunities Trust is a diversified, closed-end management investment company. The Fund offers investors the opportunity to receive current income exempt from federal income tax through a professionally managed portfolio of municipal obligations. Investments are based on the municipal securities research, trading and portfolio management of Eaton Vance Management which generally are not available to individual investors. The company was founded on January 26, 2009 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance New York Municipal Bond Fund
 Eaton Vance New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New York Municipal Bond Fund is a closed-end investment company. The fund seeks current income exempt from federal and New York income taxes through investment in high rated investment grade municipal securities. Its investment objective is to provide current income exempt from federal income tax. The company was founded on August 30, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Municipal Bond Fund
 Eaton Vance Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Municipal Bond Fund is a closed-ended investment fund. It has an objective of providing current income exempt from federal income tax including alternate minimum tax. The company was founded on August 30, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Floating Rate 2022 Target Term Trust
 Eaton Vance Floating Rate 2022 Target Term Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Floating Rate 2022 Target Term Trust is a diversified, closed-end management investment company. The company was founded on March 16, 2017 and is headquartered in Boston, MA. | Miscellaneous |
