Frederick S. Marius
Conseiller Juridique Général chez EATON VANCE CORP.
Profil
Frederick S.
Marius is currently the Director at Parametric, Research Affiliates Systematic Global Macro Master.
He also holds the positions of Secretary, Chief Legal Officer & Vice President at Eaton Vance Corp., Secretary & Chief Legal Officer at Eaton Vance Distributors, Inc., Trustee & Assistant Secretary at Eaton Vance Inflation Linked Income Credit Trust, and Secretary & Chief Legal Officer at Eaton Vance, Inc. In the past, Mr. Marius served as Secretary, Director & Chief Legal Officer at Eaton Vance Diversified Emerging Markets Local Income Fund in 2010.
He was also the President & General Counsel at Pear Tree Advisors, Inc. from 1999 to 2004 and President & General Counsel at US Boston Capital Corp.
in 2004.
Additionally, he held the position of Secretary & Chief Legal Officer at Boston Management & Research.
From 2009 to 2014, he served as Trustee & Assistant Secretary at eUnits 2 Year US Market Participation Trust Upside to Cap.
He was also a Trustee & Assistant Secretary at Eaton Vance Preferred Dividend Income Trust and Eaton Vance Structured Emerging Markets Premium Income Trust.
Mr. Marius completed his undergraduate studies at the University of Massachusetts and obtained his graduate degree from Boston University School of Law.
Postes actifs de Frederick S. Marius
| Sociétés | Poste | Début |
|---|---|---|
| EATON VANCE CORP. | Conseiller Juridique Général | 01/06/2008 |
Eaton Vance Distributors, Inc.
 Eaton Vance Distributors, Inc. Investment Banks/BrokersFinance Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Conseiller Juridique Général | 10/12/2010 |
| Eaton Vance, Inc. | Conseiller Juridique Général | 14/03/2011 |
Eaton Vance Inflation Linked Income Credit Trust
 Eaton Vance Inflation Linked Income Credit Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Inflation Linked Income Credit Trust is a non-diversified, closed-end management and investment company. The company's investment objective is to provide current income that adjusts with changes in the U.S. Consumer Price Index or other measures of inflation. It was founded on May 31, 2011 and is headquartered in Boston, MA. | Directeur/Membre du Conseil | 31/05/2011 |
Parametric, Research Affiliates Systematic Global Macro Master
 Parametric, Research Affiliates Systematic Global Macro Master Investment Trusts/Mutual FundsMiscellaneous Parametric, Research Affiliates Systematic Global Macro U.S. Fund LLC operates as a hedge fund. The company is headquartered in Minneapolis, MN. | Directeur/Membre du Conseil | - |
Anciens postes connus de Frederick S. Marius
| Sociétés | Poste | Fin |
|---|---|---|
| EUNITSTM 2 YEAR US MRK PT UPSD TO CAP/BD | Directeur/Membre du Conseil | 13/02/2014 |
Pear Tree Advisors, Inc.
 Pear Tree Advisors, Inc. Investment ManagersFinance Pear Tree Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Lincoln, Massachusetts. The firm was founded by Willard Umphrey and Leon Okurowski in 1985 as Quantitative Investment Advisors, Inc. The firm provides asset management services for high net-worth individuals and offer a suite of specialized funds managed by some of the most well-regarded institutional investment managers. | President | 01/01/2004 |
US Boston Capital Corp.
 US Boston Capital Corp. Investment ManagersFinance US Boston Capital Corp. provides wealth management services. The private company is based in Lincoln, MA and has subsidiaries in the United States. The company was founded in 1969 by Leon Peter Okurowski and Willard Lee Umphrey. | President | 01/01/2004 |
| EATON VANCE FLOATING-RATE INCOME TRUST | Conseiller Juridique Général | - |
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Formation de Frederick S. Marius
| University of Massachusetts | Undergraduate Degree |
| Boston University School of Law | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 13 |
|---|---|
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 |
Pear Tree Advisors, Inc.
Pear Tree Advisors, Inc. Investment ManagersFinance Pear Tree Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Lincoln, Massachusetts. The firm was founded by Willard Umphrey and Leon Okurowski in 1985 as Quantitative Investment Advisors, Inc. The firm provides asset management services for high net-worth individuals and offer a suite of specialized funds managed by some of the most well-regarded institutional investment managers. | Finance |
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 |
US Boston Capital Corp.
US Boston Capital Corp. Investment ManagersFinance US Boston Capital Corp. provides wealth management services. The private company is based in Lincoln, MA and has subsidiaries in the United States. The company was founded in 1969 by Leon Peter Okurowski and Willard Lee Umphrey. | Finance |
Eaton Vance Distributors, Inc.
Eaton Vance Distributors, Inc. Investment Banks/BrokersFinance Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | 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 |
eUnits 2 Year US Market Participation Trust Upside to Cap
 eUnits 2 Year US Market Participation Trust Upside to Cap Investment Trusts/Mutual FundsMiscellaneous eUNITs (TM) 2 Year U.S. Market Participation Trust Upside is a diversified, closed-end management investment trust. It seeks to provide investors purchasing units of beneficial interest in the initial public offering the opportunity to earn returns over the investment life of the Trust based on the price performance of the S&P 500 composite stock price index, by entering into over-the-counter private derivative contracts. The trust's investment program consists primarily of: investing substantially all of the initial net assets of the trust to purchase U.S. treasury obligations that mature on or shortly before the termination date of the trust; and entering into private contracts that provide for the trust to pay or receive cash at contract settlement based on the price performance of the index over the life of the contracts, which are scheduled to conclude on the termination date of the trust. It was founded on November 12, 2009 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Diversified Emerging Markets Local Income Fund
 Eaton Vance Diversified Emerging Markets Local Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Diversified Emerging Markets Local Income Fund, Inc. is a closed-end investment fund and investment trust. Its investment objective is to provide current income and also seek capital appreciation to the extent consistent. The company was founded in December 12, 2010 and is headquartered in Boston, MA | Miscellaneous |
Eaton Vance Preferred Dividend Income Trust
 Eaton Vance Preferred Dividend Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Preferred Dividend Income Trust operated as a closed-end management investment company. Its investment objective was to seek high current income consistent with preservation of capital. The company was founded on March 3, 2011 and was headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Structured Emerging Markets Premium Income Trust
 Eaton Vance Structured Emerging Markets Premium Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Structured Emerging Markets Premium Income Trust operates as a closed-end investment fund and trust. The company was founded on March 17, 2011 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Inflation Linked Income Credit Trust
Eaton Vance Inflation Linked Income Credit Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Inflation Linked Income Credit Trust is a non-diversified, closed-end management and investment company. The company's investment objective is to provide current income that adjusts with changes in the U.S. Consumer Price Index or other measures of inflation. It was founded on May 31, 2011 and is headquartered in Boston, MA. | Miscellaneous |
| Eaton Vance, Inc. | |
Parametric, Research Affiliates Systematic Global Macro Master
Parametric, Research Affiliates Systematic Global Macro Master Investment Trusts/Mutual FundsMiscellaneous Parametric, Research Affiliates Systematic Global Macro U.S. Fund LLC operates as a hedge fund. The company is headquartered in Minneapolis, MN. | Miscellaneous |
