Thomas Faust
Director/Board Member chez EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND
Fortune : 107 040 $ au 31/03/2024
Profil
M. Thomas E. Faust est un fiduciaire indépendant du Eaton Vance Enhanced Equity Income Fund, un fiduciaire indépendant du Eaton Vance Risk Managed Diversified Equity Income Fund, un fiduciaire indépendant du Eaton Vance Senior Floating-Rate Trust, un fiduciaire indépendant du Eaton Vance Tax-Managed Buy-Write Opportunities Fund, un fiduciaire et vice-président de Eaton Vance Enhanced Equity Income Fund II, un directeur général de Belmar Capital Fund LLC, un directeur général de Belport Capital Fund LLC, un président et fiduciaire de Eaton Vance Short Duration Strategic Income Fund, un président, président et directeur général de Eaton Vance Corp., président-directeur général et président d'Eaton Vance Management et de Boston Management & Research, président-directeur général et président d'Eaton Vance Distributors, Inc. M. Faust était auparavant employé en tant que fiduciaire de eUnits 2 Year US Market Participation Trust Upside to Cap, fiduciaire de Eaton Vance California Municipal Bond Fund II, fiduciaire de Eaton Vance Massachusetts Municipal Bond Fund, un Trustee de Eaton Vance Massachusetts Municipal Income Trust, un Trustee de Eaton Vance Michigan Municipal Bond Fund, un Trustee de Eaton Vance Michigan Municipal Income Trust, un Trustee de Eaton Vance Multi Sector Income Trust, un Trustee par Eaton Vance Municipal Bond Fund II, un Trustee intéressé de classe II par Eaton Vance New Jersey Municipal Bond Fund, un Trustee intéressé par Eaton Vance New Jersey Municipal Income Trust, un Trustee par Eaton Vance New York Municipal Bond Fund, un fiduciaire du Eaton Vance New York Municipal Bond Fund II, un fiduciaire du Eaton Vance Ohio Municipal Bond Fund, un fiduciaire du Eaton Vance Ohio Municipal Income Trust, un fiduciaire du Eaton Vance Pennsylvania Municipal Bond Fund. Il a obtenu son diplôme de premier cycle au Massachusetts Institute of Technology et un MBA à la Harvard Business School.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 03/08/2023 | 6 000 ( 0,06% ) | 107 040 $ | 31/03/2024 |
Postes actifs de Thomas Faust
| Sociétés | Poste | Début |
|---|---|---|
| EATON VANCE LIMITED DURATION INCOME FUND | Director/Board Member | 01/01/2007 |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Director/Board Member | 01/01/2007 |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Director/Board Member | 28/10/2009 |
| EATON VANCE MUNICIPAL INCOME TRUST | Director/Board Member | 01/01/2007 |
| EATON VANCE FLOATING-RATE INCOME TRUST | Director/Board Member | 01/01/2007 |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Director/Board Member | 01/01/2007 |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Director/Board Member | 01/02/2010 |
| EATON VANCE ENHANCED EQUITY INCOME FUND II | Director/Board Member | 24/02/2010 |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Director/Board Member | 24/02/2010 |
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Anciens postes connus de Thomas Faust
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Formation de Thomas Faust
| Massachusetts Institute of Technology | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| INTERNATIONAL PAPER COMPANY | Process Industries |
| MORGAN STANLEY | Finance |
| Entreprise privées | 68 |
|---|---|
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 Mutual Funds Trust | Miscellaneous |
| Eaton Vance Special Investment Trust | Miscellaneous |
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 National Municipal Income Trust | Miscellaneous |
Eaton Vance Massachusetts Municipal Income Trust
 Eaton Vance Massachusetts Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Massachusetts Municipal Income Trust is a closed-end management investment company which has an investment objective to seek a high level of current income. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Michigan Municipal Income Trust
 Eaton Vance Michigan Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Michigan Municipal Income Trust is a closed-end investment income trust, which engages in the provision of high level current income, as well as to seek capital appreciation. It also involves in investing in cash reserve fund. 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 Jersey Municipal Income Trust
 Eaton Vance New Jersey Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New Jersey Municipal Income Trust 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. It currently invests in Cash Reserves Fund. 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 Ohio Municipal Income Trust
 Eaton Vance Ohio Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Ohio Municipal Income Trust is a non-diversified, closed-end management investment trust. 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 January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Pennsylvania Municipal Income Trust
 Eaton Vance Pennsylvania Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Pennsylvania Municipal Income Trust is 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 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 |
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. | Miscellaneous |
Belport Capital Fund LLC
 Belport Capital Fund LLC Investment Trusts/Mutual FundsMiscellaneous Belport 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 March, 2001 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Insured Municipal Bond Fund II
 Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | Miscellaneous |
Eaton Vance California Municipal Bond Fund II
 Eaton Vance California Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance California Municipal Bond Fund II operates as a closed-end investment fund/investment trust. It seeks to provide current income exempt from federal income tax, including alternative minimum tax and California personal income tax. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance New York Municipal Bond Fund II
 Eaton Vance New York Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New York Municipal Bond Fund II is 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 New York State and New York City personal income taxes. The fund intends to make monthly distributions of net investment income, after payment of any dividends on any outstanding preferred shares. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Insured Florida Plus Municipal Bond Fund
 Eaton Vance Insured Florida Plus Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Florida Plus Municipal Bond Fund, located in Boston, Massachusetts, a subsidary of Eaton Vance Insured Municipal Bond Fund II, operates as a Closed-End mutual fund. | Miscellaneous |
Eaton Vance Insured Massachusetts Municipal Bond Fund
 Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | Miscellaneous |
Eaton Vance Insured Michigan Municipal Bond Fund
 Eaton Vance Insured Michigan Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Michigan Municipal Bond Fund is a closed-end management investment company which is managed by Eaton Vance Management, a subsidiary of Eaton Vance Corp. The company is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance New Jersey Municipal Bond Fund
 Eaton Vance New Jersey Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New Jersey Municipal Bond Fund is a closed-end management investment trust. The company investment objective is to provide current income exempt from federal income tax, including alternative minimum tax and in the form of an investment exempt from New Jersey personal income tax. It also offers the following services to investors: tax-exempt monthly income, quality of a professionally managed investment-grade portfolio. The fund was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Ohio Municipal Bond Fund
 Eaton Vance Ohio Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Ohio Municipal Bond Fund is a closed-end management investment fund. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax and in the form of an investment exempt from Ohio personal income tax. The fund offers the following services to investors: tax-exempt monthly income, quality of a professionally managed investment-grade portfolio. Eaton Vance Ohio Municipal Bond Fund was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Pennsylvania Municipal Bond Fund
 Eaton Vance Pennsylvania Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Pennsylvania Municipal Bond Fund is a non-diversified, closed-end management investment company. The fund's investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and Pennsylvania state and local taxes in the form of an investment exempt from Pennsylvania personal property taxes. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
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 |
Eaton Vance Insured Municipal Bond Fund
 Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | Miscellaneous |
Eaton Vance Insured New York Municipal Bond Fund
 Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | Miscellaneous |
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 Tax-Advantaged Dividend Income Fund
 Eaton Vance Tax-Advantaged Dividend Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Dividend Income Fund operates as a closed-end investment fund. It invests in dividend-paying common and preferred stocks. The company was founded on September 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 Tax-Advantaged Global Dividend Income Fund
 Eaton Vance Tax-Advantaged Global Dividend Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed-end investment fund company. Its investment objective is to provide a high level of after-tax total return. The company invests primarily in global dividend-paying common and preferred stocks and seeks to distribute a high level of divided income that qualifies for favorable federal income tax treatment. Eaton Vance Tax-Advantaged Global Dividend Income Fund was founded on January 30, 2004 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund operates as a non-diversified, closed-end management investment company. It engages in the investment in dividend-paying common and preferred stocks. The company was founded on April 30, 2004 and is headquartered in Boston, MA. | Miscellaneous |
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. | 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 |
Eaton Vance Enhanced Equity Income Fund
 Eaton Vance Enhanced Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Enhanced Equity Income Fund acts as 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 October 29, 2004 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Enhanced Equity Income Fund II
 Eaton Vance Enhanced Equity Income Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Enhanced Equity Income Fund II is a diversified, closed-end management investment fund. Its investment objective is to provide current income, with a secondary objective of capital appreciation. It aims to invest primarily in a portfolio of mid- and large-capitalization common stocks. The company was founded on January 31, 2005 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Tax-Managed Buy-Write Income Fund
 Eaton Vance Tax-Managed Buy-Write Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Managed Buy-Write Income Fund is a closed-end investment fund, which engages in the investment in a portfolio of common stocks and write of call options. The company was founded on April 29, 2005 and is headquartered in Boston, MA. | Miscellaneous |
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 |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 Eaton Vance Tax-Managed Buy-Write Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Managed Buy-Write Opportunities Fund is a closed-end investment fund, which engages in the provision of current income and gains, with an objective of capital appreciation. The company was founded on June 30, 2005 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
 Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund is a closed-end management investment company with objective of providing current income and gains, with a secondary objective of capital appreciation. It invests in a diversified portfolio of common stocks and writes call options on one or more United States and foreign indices on a substantial portion of the value of its common stock portfolio to generate current earnings from the option premium. The company was founded on March 30, 2005 and is headquartered in Boston, MA. | Miscellaneous |
| Eaton Vance Credit Opportunities Fund | Miscellaneous |
Eaton Vance Tax-Managed Diversified Equity Income Fund
 Eaton Vance Tax-Managed Diversified Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Managed Diversified Equity Income Fund is a diversified, closed-end management investment company. The fund's investment objective is to provide current income and gains, with a secondary objective of capital appreciation. The company was founded on November 30, 2006 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
 Eaton Vance Tax-Managed Global Diversified Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Managed Global Diversified Equity Income Fund acts as closed-end investment fund. It intends to provide current income and gains with an objective of capital appreciation. The company was founded on February 27, 2007 and is headquartered in Boston, MA. | Miscellaneous |
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 Risk Managed Diversified Equity Income Fund
 Eaton Vance Risk Managed Diversified Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Risk Managed Diversified Equity Income Fund operates as a closed-end investment fund. Its investment objective is to seek a high level of current income, with a secondary objective of capital appreciation. The company was founded on July 31, 2007 and is headquartered in Boston, Massachusetts. | Miscellaneous |
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 Tax-Managed Buy-Write Strategy Fund
 Eaton Vance Tax-Managed Buy-Write Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Bond & Option Strategies Fund is a closed-end investment fund. The Fund's investment objective is to provide tax-advantaged current income and gains. The company was founded in 2005 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Multi Sector Income Trust
 Eaton Vance Multi Sector Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Multi Sector Income Trust is a closed end investment company. Its investment objective is to seek value opportunities across both traditional investment grade and high yield bond sectors and non traditional asset classes including convertibles, preferred stocks, non-U.S. sovereign and corporate and floating-rate loans. The company is headquartered in Boston, MA. | Miscellaneous |
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 |
Hexavest, Inc.
 Hexavest, Inc. Investment ManagersFinance Hexavest, Inc. is a boutique investment firm headquartered in Montréal, Canada. The firm was founded in 2004 by six seasoned global equity managers. In 2021, they became a subsidiary of The Fédération des caisses Desjardins du Québec, itself a subsidiary of Le Mouvement des caisses Desjardins. Hexavest provides discretionary and systematic investment solutions based on global and emerging market portfolios. | Finance |
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 |
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. | Consumer Services |
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 II
 Eaton Vance Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Municipal Bond Fund II is a mutual fund, closed-end investment. Its objective is to provide current income exempt from federal income tax, including alternative minimum tax under normal market conditions. The company was founded in 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Michigan Municipal Bond Fund
 Eaton Vance Michigan Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Michigan Municipal Bond Fund is a closed-end investment fund/investment trust. The fund's investment objective is to provide current income exempt from regular federal income tax, including income tax and the net income tax portion of the business tax. It intends to make monthly distributions of net investment income, after payment of any dividends on any outstanding preferred shares. Eaton Vance Michigan Municipal Bond Fund was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Massachusetts Municipal Bond Fund
 Eaton Vance Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Massachusetts Municipal Bond Fund operates as a closed-end investment fund. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and in the form of an investment exempt from Massachusetts personal income tax. The company was founded on November 29, 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, Inc. | |
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. | Finance |
Eaton Vance 2021 Target Term Trust
 Eaton Vance 2021 Target Term Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance High Income 2021 Target Term Trust is a closed-end investment fund. Its objective is to return the trusts original NAV is not an express or implied guarantee obligation of the trust or any other entity. The company is headquartered in Boston, MA. | Miscellaneous |
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. | 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 |
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. | Finance |
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. | Finance |
