William H. Ahern
Corporate Officer/Principal presso Eaton Vance Short Duration Strategic Income Fund
Provenienza dei contatti di primo grado di William H. Ahern
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
440
| Non-Profit Organization | Miscellaneous Commercial Services | 440 |
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.
167
| Subsidiary | Investment Managers | 167 |
Babson College
81
| College/University | Other Consumer Services | 81 |
The Boston Security Analysts Society, Inc.
68
| Non-Profit Organization | 68 | |
Boston College
43
| College/University | Other Consumer Services | 43 |
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.
29
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 29 |
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.
22
| Extinct | Investment Trusts/Mutual Funds | 22 |
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.
15
| Extinct | Investment Trusts/Mutual Funds | 15 |
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.
15
| Extinct | Investment Trusts/Mutual Funds | 15 |
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.
15
| Extinct | Investment Trusts/Mutual Funds | 15 |
Market Technicians Association, Inc.
15
| Private Company | 15 | |
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.
12
| Extinct | Investment Trusts/Mutual Funds | 12 |
Boston Municipal Analysts Forum
2
| Non-Profit Organization | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a William H. Ahern tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 Portfolio Manager-Equities Portfolio Manager-Fixed Income Chief Executive Officer Portfolio Manager-Fixed Income Chief Investment Officer Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member President Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member President President Director/Board Member President President President Director/Board Member Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member President President Chairman Director/Board Member President Corporate Officer/Principal President Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal Corporate Officer/Principal President Corporate Officer/Principal | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member President Corporate Officer/Principal Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President President Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member President President Chairman Director/Board Member President Corporate Officer/Principal President Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member President Chairman Director/Board Member President Corporate Officer/Principal President Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President President Corporate Officer/Principal Director/Board Member Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member President Corporate Officer/Principal Chairman Director/Board Member Corporate Officer/Principal President Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President President Corporate Officer/Principal Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member President Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman President President Director/Board Member Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member President Chairman Director/Board Member Corporate Officer/Principal President Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Chairman Director/Board Member President President Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman President President Director/Board Member Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Chairman Director/Board Member President President Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President Director/Board Member Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal President | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President Director/Board Member Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal President | |
| EATON VANCE ENHANCED EQUITY INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Chairman Director/Board Member President President Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal President Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President Director/Board Member Compliance Officer Director/Board Member General Counsel Chief Executive Officer | |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman President Director/Board Member President Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Corporate Officer/Principal Chairman President President Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member President Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman President Compliance Officer Director/Board Member General Counsel President | |
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-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| EATON VANCE CORP. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Investment Officer Chief Investment Officer Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
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. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman President Compliance Officer Director/Board Member General Counsel | |
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. | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member President Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Compliance Officer Director/Board Member General Counsel |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Israele | 2 |
Settori
| Miscellaneous | 47 |
| Finance | 4 |
| Consumer Services | 2 |
Posizioni
| Director/Board Member | 672 |
| Corporate Officer/Principal | 400 |
| Independent Dir/Board Member | 267 |
| President | 158 |
| Chairman | 111 |
Contatti più connessi
| Insiders | |
|---|---|
| Thomas Faust | 73 |
| Helen Peters | 67 |
| Ralph F. Verni | 65 |
| Allen Freedman | 65 |
| William Hayes Park | 62 |
| Heidi L. Steiger | 61 |
| Maureen A. Gemma | 60 |
| Paul M. O'Neil | 60 |
| Ronald A. Pearlman | 53 |
| Benjamin Esty | 52 |
| Lynn A. Stout | 52 |
| Punita Kumar Sinha | 48 |
| Barbara E. Campbell | 47 |
| Payson F. Swaffield | 43 |
| Wai Kwan Li | 39 |
- Borsa valori
- Insiders
- William H. Ahern
- Connessioni Società
