Craig Brandon
Portfolio Manager-Fixed Income bij Eaton Vance Management
Vermogen: 868 050 $ op 31-05-2024
Oorsprong van het eerstegraads netwerk van Craig Brandon
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
507
| Non-Profit Organization | Miscellaneous Commercial Services | 507 |
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.
182
| Subsidiary | Investment Managers | 182 |
The Boston Security Analysts Society, Inc.
68
| Non-Profit Organization | 68 | |
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.
41
| Subsidiary | Investment Managers | 41 |
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 |
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 |
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.
15
| Extinct | Investment Trusts/Mutual Funds | 15 |
Canisius College
15
| College/University | Other Consumer Services | 15 |
National Federation of Municipal Analysts
 National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA.
12
| Non-Profit Organization | Miscellaneous Commercial Services | 12 |
Eaton Vance Insured Florida Plus Municipal Bond Fund
 Eaton Vance Insured Florida Plus Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Florida Plus Municipal Bond Fund, located in Boston, Massachusetts, a subsidary of Eaton Vance Insured Municipal Bond Fund II, operates as a Closed-End mutual fund.
8
| Extinct | Investment Trusts/Mutual Funds | 8 |
Joseph M. Katz Graduate School of Business
3
| College/University | Other Consumer Services | 3 |
Boston Municipal Analysts Forum
2
| Non-Profit Organization | 2 | |
New York State Assembly
1
| Government | General Government | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Craig Brandon via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 Treasurer Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal 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 Chairman President 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 MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Corporate Officer/Principal Director/Board Member Chairman Director/Board Member Director/Board Member President President President Director/Board Member Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman 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 NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Chairman President President Corporate Officer/Principal Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Chairman President President Corporate Officer/Principal Director/Board Member 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 President Corporate Officer/Principal 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 Chairman President Director/Board Member Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal 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 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 Chairman President President Director/Board Member Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Chairman President Director/Board Member Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal President | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer 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-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Chairman Director/Board Member President President Compliance Officer Director/Board Member General Counsel | |
| 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 Chairman Director/Board Member Corporate Officer/Principal President Compliance Officer Director/Board Member General Counsel | |
| 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 Chairman President Director/Board Member 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 Chairman President Director/Board Member Compliance Officer Director/Board Member General Counsel Chief Executive Officer | |
| 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 Chairman Director/Board Member President President Compliance Officer Director/Board Member General Counsel | |
| 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 Chairman Director/Board Member Corporate Officer/Principal President Compliance Officer Director/Board Member General Counsel | |
| 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 Chairman Director/Board Member President President Compliance Officer Director/Board Member General Counsel | |
| 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 Chairman Director/Board Member President President Compliance Officer Director/Board Member General Counsel | |
| 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 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 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 Chairman President President Compliance Officer Director/Board Member General Counsel | |
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 Head-Fixed Income Invts Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| 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 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 Chairman President Compliance Officer Director/Board Member General Counsel President | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 President Compliance Officer Director/Board Member General Counsel | |
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 Chairman President Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE CORP. | Investment Managers | Chief Investment Officer Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Israël | 2 |
Sectoraal
| Miscellaneous | 47 |
| Finance | 3 |
| Consumer Services | 3 |
Operationeel
| Director/Board Member | 558 |
| Corporate Officer/Principal | 341 |
| Independent Dir/Board Member | 251 |
| President | 131 |
| Chairman | 109 |
Sterkste connecties
| Insiders | |
|---|---|
| Helen Peters | 67 |
| Allen Freedman | 65 |
| Ralph F. Verni | 65 |
| William Hayes Park | 62 |
| Heidi L. Steiger | 61 |
| Paul M. O'Neil | 60 |
| Maureen A. Gemma | 60 |
| Ronald A. Pearlman | 53 |
| Lynn A. Stout | 52 |
| Benjamin Esty | 52 |
| Punita Kumar Sinha | 48 |
| Barbara E. Campbell | 47 |
| Payson F. Swaffield | 43 |
| Khaled Al-Qubaisi | 34 |
| Cindy Clemson | 33 |
- Beurs
- Insiders
- Craig Brandon
- Bedrijfsconnecties
