Marshall Stocker
Head-Equity Investments presso Calvert Research & Management
Provenienza dei contatti di primo grado di Marshall Stocker
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
728
| College/University | Other Consumer Services | 728 |
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.
109
| Subsidiary | Investment Managers | 109 |
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
40
| Subsidiary | Investment Managers | 40 |
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.
17
| Subsidiary | Investment Managers | 17 |
Choate Investment Advisors LLC
 Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals.
3
| Subsidiary | Investment Managers | 3 |
Sanderson & Stocker, Inc.
 Sanderson & Stocker, Inc. Investment ManagersFinance Founded in 1993 by James Sanderson and Alexandra E. Stocker, Sanderson & Stocker, Inc. (SS) is an independent investment management firm. Based in Ithaca, New York, they offer portfolio management services to foundations, endowments, corporations, pension plans and private investors.
1
| Extinct | Investment Managers | 1 |
GE Asset Management, Inc.
 GE Asset Management, Inc. Investment ManagersFinance GE Asset Management, Inc. is a mutual fund manager and registered investment advisor located in Stamford, Connecticut. The firm is a wholly-owned subsidiary of General Electric Co. (NYSE: GE). GE Asset Management provides investment management services to institutional and retail investors. The firm also offers a family of mutual funds designed to meet a wide variety of investment needs.
1
| Extinct | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Marshall Stocker tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Corporate Officer/Principal President Corporate Officer/Principal | |
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 Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President President | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | President President President President | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President President President Corporate Officer/Principal | |
| EATON VANCE CORP. | Investment Managers | Chief Investment Officer Chief Investment Officer Chief Investment Officer Chief Investment Officer | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | President President President Corporate Officer/Principal | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chief Investment Officer President President President | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President President | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President President | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Bates College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| EATON VANCE ENHANCED EQUITY INCOME FUND II | Investment Trusts/Mutual Funds | President President President | |
| EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President President President | |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President President President | |
| EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President President President | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal President | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | President President President | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal President | |
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). | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | President President Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Analyst-Fixed Income | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Loan Syndications & Trading Association, Inc.
 Loan Syndications & Trading Association, Inc. Internet Software/ServicesTechnology Services Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo. | Internet Software/Services | Director/Board Member Chairman Director/Board Member | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
| EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | Investment Trusts/Mutual Funds | President President | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Israele | 2 |
Settori
| Miscellaneous | 28 |
| Consumer Services | 12 |
| Finance | 11 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 203 |
| President | 116 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 88 |
| Director/Board Member | 75 |
Contatti più connessi
| Insiders | |
|---|---|
| Payson F. Swaffield | 43 |
| Cindy Clemson | 33 |
| Eric Stein | 28 |
| Arif Patrick Rachmat | 27 |
| Craig Brandon | 23 |
| Duncan William Richardson | 21 |
| Edward Perkin | 21 |
| M. Kallmeyer | 21 |
| Theresa Wise | 17 |
| Walter A. Row | 16 |
| Samir Shantilal Somaiya | 13 |
| Jenny Lee | 12 |
| Griff Noble | 11 |
| Vishal Khanduja | 11 |
| Von M. Hughes | 11 |
- Borsa valori
- Insiders
- Marshall Stocker
- Connessioni Società
