Provenance du réseau au premier degré de Wharton P. Whitaker
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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).
4
| Subsidiary | Investment Banks/Brokers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Wharton P. Whitaker via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-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 offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Chief Executive Officer | |
Global Income Builder Portfolio
 Global Income Builder Portfolio Investment Trusts/Mutual FundsMiscellaneous Global Income Builder Portfolio is an open-end investment fund. It invests in common stocks, preferred stocks, other hybrid securities, fixed and floating-rate income instruments of U.S. and foreign issuers. The company was founded on March 3, 2016 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| INTERNATIONAL PAPER COMPANY | Pulp & Paper | Corporate Officer/Principal | |
| Eaton Vance, Inc. | President | ||
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. | Investment Trusts/Mutual Funds | President | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
SigFig Wealth Management LLC
 SigFig Wealth Management LLC Investment ManagersFinance SigFig Wealth Management LLC (SigFig) is a SEC-registered financial advisor headquartered in San Francisco, California. The firm was co-founded by Michael Sha in 2011 and is a wholly owned subsidiary of Nvest, Inc. SigFig provides a free portfolio tracking service to individuals by allowing them to link their external brokerage accounts to SigFig’s web-based platform. The firm also provides discretionary investment advisory and portfolio management services to individuals who open an investment management account. | Investment Managers | Director/Board Member | |
Eaton Vance Worldwide Health Sciences Portfolio
 Eaton Vance Worldwide Health Sciences Portfolio Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Worldwide Health Sciences Portfolio is a closed-end investment fund. The company invests worldwide in companies, which engages in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care, and medical equipment and supplies. Its objective is to seek long-term capital growth by investing in a worldwide and diversified portfolio of health sciences companies. The company is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Babson College | College/University | Masters Business Admin | |
Freedom Capital LLC
 Freedom Capital LLC Finance/Rental/LeasingFinance Freedom Capital LLC provides wholesale commercial real estate loans. The company is headquartered in Gilbert, AZ. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Tucker Anthony Holding Corp. | Corporate Officer/Principal | ||
| Susquehanna University | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity | |
Howland Capital Management LLC
 Howland Capital Management LLC Investment ManagersFinance Howland Capital Management LLC (Howland Capital) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1967 as Blackstone Management Corporation. Their name was changed to Howland Capital Management, Inc. in 1994. The firm was restructured under the same ownership and management in 2012 and is now known as Howland Capital Management LLC. Howland Capital provides personalized, confidential investment management to various types of clients. | Investment Managers | Analyst-Equity | |
| Davidson College | College/University | Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
| EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Belgard Realty Corp.
 Belgard Realty Corp. Real Estate Investment TrustsFinance Belgard Realty Corp. operates in the real estate and finance industry. The company is headquartered in Boston, MA. | Real Estate Investment Trusts | Director/Board Member | |
Boston Symphony Orchestra, Inc.
 Boston Symphony Orchestra, Inc. Movies/EntertainmentConsumer Services Boston Symphony Orchestra Inc. performs symphony orchestra concerts. The organization performs concerts in Japan, China, South America, and Europe. The firm offers educational and training programs for professional musicians. The company was founded in 1881 by Henry Lee Higginson and is headquartered in Boston, MA. | Movies/Entertainment | Director/Board Member | |
| Wellesley College | College/University | Director/Board Member | |
Clearisle Realty Corp.
 Clearisle Realty Corp. Real Estate Investment TrustsFinance Clearisle Realty Corp. operates in the real estate investment services and finance industry. The company is headquartered in Boston, MA. | Real Estate Investment Trusts | Director/Board Member | |
| EATON VANCE MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE CORP. | Investment Managers | Chief Executive Officer | |
Belmar Capital Fund LLC
 Belmar Capital Fund LLC Investment Trusts/Mutual FundsMiscellaneous Belmar Capital Fund LLC provides investment services. It offers diversification and tax-sensitive investment management to investors holding large and concentrated positions in equity securities of selected public companies. The company was founded in 1997 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| Eaton Vance Special Investment Trust | Investment Trusts/Mutual Funds | President |
Statistiques
Internationale
| Etats-Unis | 50 |
| Canada | 2 |
Sectorielle
| Miscellaneous | 31 |
| Finance | 12 |
| Consumer Services | 7 |
| Process Industries | 2 |
Opérationnelle
| Director/Board Member | 62 |
| Corporate Officer/Principal | 11 |
| President | 7 |
| Chief Executive Officer | 6 |
| Independent Dir/Board Member | 5 |
Relations les plus connectées
| Insiders | |
|---|---|
| Thomas Faust | 73 |
| Judy S. May | 5 |
| Nick Crocker | 4 |
| William David Barton | 3 |
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