Profiel
Robert J.
Whelan served as CFO, Treasurer, VP & Head-Investor Relations at Eaton Vance Corp.
from 2010 to 2012.
Prior to that, he was the Chief Financial Officer at Massachusetts Financial Services Co. from 2001 to 2004 and at Boston Private Financial Holdings, Inc. from 2004 to 2007.
Whelan holds an MBA from Harvard University and an undergraduate degree from Bowdoin College.
Eerdere bekende functies van Robert J. Whelan
Bedrijven | Functie | Einde |
---|---|---|
EATON VANCE CORP. | Director of Finance/CFO | 13-03-2012 |
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | Director of Finance/CFO | 30-03-2007 |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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). | Director of Finance/CFO | 01-09-2004 |
Opleiding van Robert J. Whelan
Harvard University | Masters Business Admin |
Bowdoin College | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Eaton Vance Corp.
Eaton Vance Corp. Investment ManagersFinance Eaton Vance Corp. engages in the management of investment funds and provides counselling services. It offers a range of engineered portfolio implementation services, including tax-managed core and specialty index strategies, futures and options-based portfolio overlays, and centralized portfolio management of multi-manager portfolios. The company was founded on April 30, 1979 and is headquartered in Boston, MA. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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). | Finance |
Boston Private Financial Holdings, Inc.
Boston Private Financial Holdings, Inc. Regional BanksFinance Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA. | Finance |