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Thomas Faust
Direttore/Membro del Consiglio presso EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND
Patrimonio netto: 105 660 $ in data 31/12/2024
Provenienza dei contatti di primo grado di Thomas Faust
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Massachusetts Institute of Technology
74
| College/University | Finance/Rental/Leasing | 74 |
Harvard Business School
34
| College/University | Other Consumer Services | 34 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 28 | |
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.
26
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 26 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 26 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 26 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 25 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 25 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 24 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 23 | |
| 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 | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
| 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 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
| Subsidiary | Investment Managers | 17 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Extinct | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
| Extinct | Investment Trusts/Mutual Funds | 13 | |
| Extinct | Investment Trusts/Mutual Funds | 12 | |
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.
12
| Private Company | Investment Trusts/Mutual Funds | 12 |
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.
12
| Extinct | Investment Managers | 12 |
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).
9
| Subsidiary | Investment Banks/Brokers | 9 |
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.
5
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 5 |
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.
1
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 1 |
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.
1
| Subsidiary | Investment Managers | 1 |
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.
1
| Private Company | Real Estate Investment Trusts | 1 |
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.
1
| Private Company | Real Estate Investment Trusts | 1 |
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.
1
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 1 |
Eaton Vance, Inc.
1
| Subsidiary | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Thomas Faust tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member President Chairman Director/Board Member Director/Board Member President Director/Board Member President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary Director/Board Member President | |
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. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. 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. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal Chief Investment Officer Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Equity Investments Corporate Officer/Principal Corporate Officer/Principal Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer Director/Board Member Director/Board Member General Counsel President Director/Board Member Director/Board Member Compliance Officer | |
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 | Portfolio Manager-Fixed Income Corporate Officer/Principal Chief Investment Officer General Counsel Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Corporate Officer/Principal | |
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. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree | |
The Boston Security Analysts Society, Inc.
 The Boston Security Analysts Society, Inc. The Boston Security Analysts Society, Inc. is a non-profit company based in Boston, MA. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Capital Management LLC, which is owned by Morgan Stanley (NYSE: MS). MSIM provides client-centric investment and risk-management solutions to a wide range of investors and institutions. Their clients include corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments, consultant partners, and retail investors worldwide. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Eaton Vance Diversified Emerging Markets Local Income Fund
 Eaton Vance Diversified Emerging Markets Local Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Diversified Emerging Markets Local Income Fund, Inc. is a closed-end investment fund and investment trust. Its investment objective is to provide current income and also seek capital appreciation to the extent consistent. The company was founded in December 12, 2010 and is headquartered in Boston, MA | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Chief Executive Officer Compliance Officer General Counsel | |
Eaton Vance Inflation Linked Income Credit Trust
 Eaton Vance Inflation Linked Income Credit Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Inflation Linked Income Credit Trust is a non-diversified, closed-end management and investment company. The company's investment objective is to provide current income that adjusts with changes in the U.S. Consumer Price Index or other measures of inflation. It was founded on May 31, 2011 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Chief Executive Officer Compliance Officer General Counsel | |
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 Doctorate Degree Corporate Officer/Principal Doctorate 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, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). 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 Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree Director/Board Member | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba 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. (TSX, 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 | Director of Finance/CFO Director of Research - Equity Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Doctorate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Fidelity Investments, Inc.
 Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Financial Conglomerates | Director/Board Member Corporate Officer/Principal | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Doctorate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Miscellaneous | 30 |
| Consumer Services | 12 |
| Finance | 9 |
| Commercial Services | 2 |
Posizioni
| Director/Board Member | 1121 |
| Independent Dir/Board Member | 513 |
| Corporate Officer/Principal | 302 |
| President | 164 |
| Chairman | 150 |
Contatti più connessi
| Insiders | |
|---|---|
| Lip-Bu Tan | 88 |
| Valerie Mosley | 68 |
| Helen Peters | 67 |
| Allen Freedman | 65 |
| Ralph F. Verni | 65 |
| William Hayes Park | 62 |
| Heidi Steiger | 61 |
| Mark Fetting | 60 |
| Maureen A. Gemma | 60 |
| Paul M. O'Neil | 60 |
| Harriett Taggart | 58 |
| Susan Sutherland | 55 |
| Scott Wennerholm | 53 |
| Ronald A. Pearlman | 53 |
| Benjamin Esty | 52 |
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- Insiders
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- Connessioni Società
