Mike Allison

Presidente presso Global Income Builder Portfolio

60 anni

Miscellaneous

Finance

Consumer Services

Profilo

Michael A.
Allison is currently the President of Global Income Builder Portfolio and a Member of both CFA Institute and The Boston Security Analysts Society, Inc. He previously worked as a Vice President at Eaton Vance Management for 21 years until 2021.
He also held various President and Vice President positions at Eaton Vance Tax-Advantaged Dividend Income Fund, Eaton Vance Tax-Advantaged Global Dividend Income Fund, Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund, Eaton Vance Enhanced Equity Income Fund, Eaton Vance Tax-Managed Buy-Write Income Fund, Eaton Vance Tax-Managed Buy-Write Opportunities Fund, Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund, Eaton Vance Tax-Managed Diversified Equity Income Fund, Eaton Vance Tax-Managed Global Diversified Equity Income Fund, and Boston Management & Research.
He worked as an Equity Research Analyst at Fleet Investment Advisors and as a Principal at Phoenix Home Life Insurance Co. He received his undergraduate degree from the University of Denver in 1990.

Posizioni attive di Mike Allison

Società	Posizione	Inizio
The Boston Security Analysts Society, Inc.	Corporate Officer/Principal	-
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.	Corporate Officer/Principal	-
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.	Presidente	03/03/2016

Tutte le posizioni attive di Mike Allison

Precedenti posizioni note di Mike Allison

Società	Posizione	Fine
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.	Gestore di Portafoglio-Azioni	31/12/2021
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.	Gestore di Portafoglio-Azioni	01/12/2021
EATON VANCE ENHANCED EQUITY INCOME FUND	Presidente	30/05/2017
Fleet Investment Advisors	Corporate Officer/Principal	31/12/1997
Phoenix Home Life Insurance Co. Phoenix Home Life Insurance Co. Life/Health InsuranceFinance Part of Nassau Reinsurance LLC, Phoenix Home Life Insurance Co. is a company that provides life insurance. The company is based in Hartford, CT.	Corporate Officer/Principal	31/12/1992

Vedi nel dettaglio l'esperienza di Mike Allison

Formazione di Mike Allison

University of Denver

Undergraduate Degree

Esperienze
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Aziende private

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Aziende private	17
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.	Finance
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 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
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 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 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
Fleet Investment Advisors	Finance
Phoenix Home Life Insurance Co. Phoenix Home Life Insurance Co. Life/Health InsuranceFinance Part of Nassau Reinsurance LLC, Phoenix Home Life Insurance Co. is a company that provides life insurance. The company is based in Hartford, CT.	Finance
The Boston Security Analysts Society, Inc.
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.	Commercial Services
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
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 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 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 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-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 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