![David Morris Stein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Morris Stein
Corporate Officer/Principal chez
Eaton Vance Short Duration Strategic Income Fund
Profil
Dr. David M.
Stein is Senior Investment Advisor at Parametric Portfolio Associates LLC and Vice President at Eaton Vance Short Duration Strategic Income Fund.
Prior to joining Parametric Portfolio Associates in 1996, he held senior research, development and portfolio management positions at GTE Investment Management Corp., The Vanguard Group, and IBM Retirement Funds.
He has additional experience as a Research Scientist with IBM Research Laboratories.
Additionally he serves on a number of advisory boards including the Journal of Wealth Management, family offices and has served on the After-Tax Subcommittee with the CFA Institute.
Dr. Stein receives his BS and MS degrees from the University of Witwatersrand, South Africa.
He earned a Ph.D.
in Applied Mathematics from Harvard University.
Postes actifs de David Morris Stein
| Sociétés | Poste | Début |
|---|---|---|
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | 05/01/2011 |
Anciens postes connus de David Morris Stein
| Sociétés | Poste | Fin |
|---|---|---|
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Gestionnaire de Portefeuille-Actions | 01/11/2015 |
IBM Retirement Fund
 IBM Retirement Fund Investment ManagersFinance IBM Retirement Fund invests in the US public equity, fixed income, and alternative markets. The fund also invests in private equity, venture capital, mezzanine debt, and real estate opportunities. IBM Retirement Fund also acts as a limited partner for various investment vehicles across a wide array of asset classes and investment styles. The fund tends to hold significant investments in the services, technology, financial sectors, and healthcare sectors. | Corporate Officer/Principal | - |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Gestionnaire de Portefeuille-Actions | - |
Formation de David Morris Stein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Finance |
IBM Retirement Fund
IBM Retirement Fund Investment ManagersFinance IBM Retirement Fund invests in the US public equity, fixed income, and alternative markets. The fund also invests in private equity, venture capital, mezzanine debt, and real estate opportunities. IBM Retirement Fund also acts as a limited partner for various investment vehicles across a wide array of asset classes and investment styles. The fund tends to hold significant investments in the services, technology, financial sectors, and healthcare sectors. | Finance |
Eaton Vance Short Duration Strategic Income Fund
Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of the Witwatersrand
 University of the Witwatersrand Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
