Marcus Smith
Director/Board Member chez EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND
Fortune : 2 M $ au 31/03/2024
Provenance du réseau au premier degré de Marcus Smith
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).
84
| Subsidiary | Investment Managers | 84 |
MFS Investment Management Canada Ltd.
 MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans.
59
| Subsidiary | Investment Managers | 59 |
The Wharton School of the University of Pennsylvania
33
| College/University | Other Consumer Services | 33 |
30
| Public Company | Data Processing Services | 30 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 22 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 22 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 19 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 19 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 19 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 19 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 19 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 19 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
| Extinct | Real Estate Investment Trusts | 18 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
Core Knowledge Foundation
 Core Knowledge Foundation Other Consumer ServicesConsumer Services Core Knowledge Foundation is a non profit organization that encourages increased factual content in primary school education. It publishes educational books and materials and supports a growing network of Core Knowledge schools. The company was founded by E. D. Hirsch, Jr. in 1986 and is headquartered in Charlottesville, VA.
12
| Non-Profit Organization | Other Consumer Services | 12 |
University of Mount Union
11
| College/University | Other Consumer Services | 11 |
The United States Army (District of Columbia)
10
| Government | Sovereign | 10 |
First Industrial LP
 First Industrial LP Finance/Rental/LeasingFinance First Industrial LP operates as a real estate investment trust. It owns, manages, acquires, sells, develops and redevelops industrial real estate and provides related services including leasing, building, buying, selling and managing diverse industrial markets. The company was founded on November 23, 1993 and is headquartered in Chicago, IL.
9
| Financing Subsidiary/SPE | Finance/Rental/Leasing | 9 |
MFS Investment Management Foundation, Inc.
 MFS Investment Management Foundation, Inc. Movies/EntertainmentConsumer Services MFS Investment Management Foundation, Inc. operates a sports club.
4
| Non-Profit Organization | Movies/Entertainment | 4 |
Andersen Consulting (Minnesota)
3
| Private Company | 3 | |
| Public Company | Real Estate Investment Trusts | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Marcus Smith via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| EATON VANCE CORP. | Investment Managers | Director/Board Member Director/Board Member Corporate Officer/Principal Chief Executive Officer Chief Investment Officer Chief Investment Officer Corporate Officer/Principal Chief Investment Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | President Corporate Officer/Principal Analyst-Equity | |
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. | Investment Managers | Corporate Officer/Principal Chief Executive Officer Head-Fixed Income Invts Head-Equity Investments Corporate Officer/Principal Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal | |
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 Director/Board Member Treasurer Director/Board Member Director/Board Member Chairman Director/Board Member President Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member | |
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. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Equities Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal Chief Executive Officer Chief Investment Officer Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Equities Corporate Officer/Principal | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Chairman Director/Board Member President Director/Board Member Director/Board Member Director/Board Member General Counsel President Director/Board Member Director/Board Member Compliance Officer | |
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 | Director/Board Member President Director/Board Member General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
| Brown University | College/University | Chief Investment Officer Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Corporate Officer/Principal Corporate Officer/Principal Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Director/Board Member | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Doctorate Degree Doctorate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Dechert LLP
 Dechert LLP Miscellaneous Commercial ServicesCommercial Services Dechert LLP provides legal services. It serves the chemical, construction, finance and real estate, energy, insurance, and health sectors. The firm's practice areas include business restructuring and reorganization, commercial litigation, corporate and securities, energy, finance and real estate, financial services, mergers and acquisitions, and private equity. The company was founded in 1875 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal General Counsel General Counsel | |
| Eaton Vance, Inc. | Corporate Officer/Principal President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 47 |
| Canada | 3 |
| Israël | 2 |
| France | 2 |
Sectorielle
| Miscellaneous | 29 |
| Consumer Services | 14 |
| Finance | 8 |
| Commercial Services | 2 |
Opérationnelle
| Director/Board Member | 854 |
| Independent Dir/Board Member | 382 |
| Corporate Officer/Principal | 199 |
| President | 123 |
| Chairman | 112 |
Relations les plus connectées
| Insiders | |
|---|---|
| Thomas Faust | 73 |
| Valerie Mosley | 69 |
| Helen Peters | 67 |
| William Hayes Park | 62 |
| Mark Fetting | 60 |
| Maureen A. Gemma | 60 |
| Harriett Taggart | 58 |
| Susan Sutherland | 55 |
| Scott Wennerholm | 53 |
| Cynthia Frost | 51 |
| George Gorman | 51 |
| James F. Kirchner | 50 |
| Payson F. Swaffield | 43 |
| Richard Froio | 39 |
| Robert Charles Pozen | 39 |
- Bourse
- Insiders
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- Connexions Sociétés
