Valerie Mosley
Director/Board Member presso EATON VANCE MUNICIPAL BOND FUND
Patrimonio netto: 2 M $ in data 31/03/2024
Provenienza dei contatti di primo grado di Valerie Mosley
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.
82
| Subsidiary | Investment Managers | 82 |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.
77
| Subsidiary | Investment Managers | 77 |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.
40
| College/University | Other Consumer Services | 40 |
| Public Company | Packaged Software | 29 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 26 | |
| 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 | 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 | 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 | 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 | 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 | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
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.
14
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 14 |
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.
13
| Private Company | Investment Trusts/Mutual Funds | 13 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
Broadlight Capital Management LLC
 Broadlight Capital Management LLC Investment ManagersFinance Broadlight Capital Management LLC (Broadlight Capital) is a private equity firm founded by David Austin Dorfman, Kevin Yorn and Austin Dorfman. The firm is headquartered in Los Angeles, California.
12
| Holding Company | Investment Managers | 12 |
| Public Company | Real Estate Investment Trusts | 7 | |
| Public Company | Movies/Entertainment | 6 | |
DraftKings Holdings, Inc.
 DraftKings Holdings, Inc. Internet Software/ServicesTechnology Services DraftKings Holdings, Inc. operates as a digital sports entertainment and gaming company. It operates through the Business-to-Consumer (B2C) and Business-to-Business (B2B) segments. The B2C segment focuses on providing users with daily fantasy sports, sports betting, and online casino products. The B2B segment develops, designs, and licenses sports betting and casino gaming software for its Sportsbook and casino gaming products. The company was founded by Jason D. Robins, Matthew Kalish and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.
5
| Subsidiary | Internet Software/Services | 5 |
American Red Cross of Massachusetts Bay
 American Red Cross of Massachusetts Bay Services to the Health IndustryHealth Services American Red Cross of Massachusetts Bay provides food and shelter in emergencies, operates the largest food pantry in New England, and teaches lifesaving skills, trains nurses’ aides and certified nursing. Its services include training & certification classes, disaster, youth programs, food & nutrition programs. The company was founded in 1905 and is headquartered in Medford, MA.
4
| Subsidiary | Services to the Health Industry | 4 |
Kidder Peabody
4
| Extinct | Investment Banks/Brokers | 4 |
Caribou Financial, Inc.
 Caribou Financial, Inc. Finance/Rental/LeasingFinance Caribou Financial, Inc. operates an auto refinance origination platform. it provides customers with auto loan offers that can reduce monthly payments, save interest, or both. The firm's products include Loan Refinance, Vehicle Service Contracts and Debt Cancellation. The company is headquartered in Alexandria, VA.
3
| Holding Company | Finance/Rental/Leasing | 3 |
Caribou LLC
 Caribou LLC Miscellaneous Commercial ServicesCommercial Services Caribou LLC is a business advisory company that provides consulting services to businesses. The private company is based in Palm Beach Gardens, FL. The company was founded by Timothy Mahoney.
1
| Private Company | Miscellaneous Commercial Services | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Valerie Mosley tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| 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 Corporate Officer/Principal Chief Investment Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal | |
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 Portfolio Manager-Equities Head-Equity Investments Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member President Director/Board Member President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary Director/Board Member President | |
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 Portfolio Manager-Equities Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income Corporate Officer/Principal | |
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 | 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 | Chief Executive Officer Compliance Officer General Counsel | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | 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 Director/Board Member President Director/Board Member Director/Board Member Compliance Officer Director/Board Member Director/Board Member General Counsel President 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 Director/Board Member Director/Board Member President Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Director/Board Member | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Doctorate Degree Undergraduate Degree | |
| Fairfield University | College/University | Director/Board Member Masters Business Admin | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Wellesley College | College/University | Director/Board Member Undergraduate Degree Corporate Officer/Principal | |
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 | |
| MSCI, INC. | Data Processing Services | Director/Board Member Director/Board Member | |
| Eaton Vance, Inc. | Corporate Officer/Principal President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Investment Officer | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Miscellaneous | 33 |
| Consumer Services | 10 |
| Finance | 7 |
| Commercial Services | 2 |
| Technology Services | 2 |
Posizioni
| Director/Board Member | 1029 |
| Independent Dir/Board Member | 481 |
| Corporate Officer/Principal | 234 |
| Chairman | 172 |
| President | 134 |
Contatti più connessi
| Insiders | |
|---|---|
| Thomas Faust | 73 |
| Helen Peters | 67 |
| Allen Freedman | 65 |
| Ralph F. Verni | 65 |
| William Hayes Park | 62 |
| Mark Fetting | 60 |
| Maureen A. Gemma | 60 |
| Paul M. O'Neil | 60 |
| Harriett Taggart | 58 |
| Susan Sutherland | 55 |
| Ronald A. Pearlman | 53 |
| Scott Wennerholm | 53 |
| Lynn A. Stout | 52 |
| Cynthia Frost | 51 |
| George Gorman | 51 |
- Borsa valori
- Insiders
- Valerie Mosley
- Connessioni Società
