HELEN FRAME PETERS

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Eaton Vance California Municipal Bond Fund

Filing Date Source Excerpt
2009-05-27 Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005).
2010-05-25 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2011-05-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (1998-1999) and Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (1991-1998).
2012-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2013-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2014-05-29 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2015-05-29 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management; Chief Investment Officer, Fixed Income, Scudder Kemper Investments; Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates.
2016-05-26 Professor of Finance, Carroll School of Management, Boston College; Former Chief Investment Officer at Scudder Kemper Investments.
2017-05-30 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2018-05-30 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2019-05-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2020-05-22 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management.
2021-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002).
2022-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002).

Eaton Vance Ltd Duration Income Fund

Filing Date Source Excerpt
2008-12-29 Professor of Finance, Carroll School of Management, Boston College
2009-12-22 Helen Frame Peters - Professor of Finance, Carroll School of Management, Boston College.
2010-12-21 Professor of Finance, Carroll School of Management, Boston College. Formerly Dean, Carroll School of Management. Formerly Chief Investment Officer at investment management firms.
2011-11-22 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2012-11-29 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2013-11-27 Professor of Finance, Carroll School of Management, Boston College. Formerly Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates.
2014-11-26 Professor of Finance; Former Chief Investment Officer at investment management firms.
2015-11-25 Professor of Finance, Carroll School of Management, Boston College.
2016-11-28 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2017-11-27 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2018-11-26 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2019-11-22 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002).
2020-12-18 Professor of Finance, Carroll School of Management, Boston College... Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments.
2021-11-22 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).

Eaton Vance Municipal Bond Fund

Filing Date Source Excerpt
2009-05-27 Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005).
2010-05-25 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2011-05-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (1998-1999) and Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (1991-1998).
2012-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2013-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2014-05-29 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2015-05-29 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management; Chief Investment Officer, Fixed Income, Scudder Kemper Investments; Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates.
2016-05-26 Professor of Finance, Carroll School of Management, Boston College; Former Chief Investment Officer at Scudder Kemper Investments.
2017-05-30 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2018-05-30 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2019-05-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2020-05-22 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management.
2021-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002).
2022-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).

Eaton Vance New York Municipal Bond Fund

Filing Date Source Excerpt
2009-05-27 Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005).
2010-05-25 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College.
2011-05-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (1998-1999) and Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (1991-1998).
2012-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2013-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2014-05-29 Professor of Finance at Carroll School of Management, Boston College; Former Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates.
2015-05-29 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management; Chief Investment Officer, Fixed Income, Scudder Kemper Investments; Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates.
2016-05-26 Professor of Finance at Carroll School of Management, Boston College. Formerly Dean of Carroll School of Management, Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates.
2017-05-30 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2018-05-30 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2019-05-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2020-05-22 Professor of Finance, Carroll School of Management, Boston College. Formerly Dean of Carroll School of Management.
2021-05-24 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002).
2022-05-24 Professor of Finance, Carroll School of Management, Boston College.

Eaton Vance Senior Floating-Rate Trust

Filing Date Source Excerpt
2009-06-24 Professor of Finance, Carroll School of Management, Boston College.
2010-06-23 Professor of Finance, Carroll School of Management, Boston College. Formerly Dean, Carroll School of Management.
2011-06-22 Professor of Finance, Carroll School of Management, Boston College; former Chief Investment Officer at investment management firms.
2012-06-25 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2013-06-28 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2014-06-26 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002).
2015-06-26 Professor of Finance, Carroll School of Management, Boston College; Former Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates.
2016-06-27 Professor of Finance, Carroll School of Management, Boston College; Formerly, Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates.
2017-06-28 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2018-06-28 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2019-06-21 Dr. Peters has served as a member of the Eaton Vance Fund Boards since 2008. Dr. Peters is currently a Professor of Finance at Carroll School of Management, Boston College.
2020-06-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2021-07-22 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments.
2022-06-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002).

Eaton Vance Tax-Advantaged Dividend Income Fund

Filing Date Source Excerpt
2009-04-22 Professor of Finance, Carroll School of Management, Boston College.
2010-04-26 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments. Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates.
2011-04-25 Professor of Finance, Carroll School of Management, Boston College. Formerly Chief Investment Officer at investment management firms.
2012-04-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2013-04-26 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2014-04-28 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2015-04-24 Professor of Finance and former Chief Investment Officer at investment management firms.
2016-04-28 Professor of Finance at Carroll School of Management, Boston College; Former Chief Investment Officer at Scudder Kemper Investments.
2018-04-26 Professor of Finance, Carroll School of Management, Boston College.
2019-06-21 Professor of Finance; former Chief Investment Officer roles.
2020-06-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2021-06-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2022-06-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).

Eaton Vance Tax-Advantaged Global Dividend Income Fund

Filing Date Source Excerpt
2009-06-24 Professor of Finance, Carroll School of Management, Boston College.
2010-06-23 Professor of Finance, Carroll School of Management, Boston College. Formerly Dean, Carroll School of Management.
2011-06-22 Professor of Finance, Carroll School of Management, Boston College. Formerly Chief Investment Officer at investment management firms.
2012-06-25 Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2013-06-28 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002).
2014-06-26 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2015-06-26 Professor of Finance at Carroll School of Management, Boston College; Former Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates.
2016-06-27 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2017-06-28 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998).
2018-06-28 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002).
2019-06-21 Dr. Peters is a Professor of Finance and was formerly Chief Investment Officer at investment management firms.
2020-06-23 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999).
2021-06-23 Professor of Finance at Boston College, former Dean of Carroll School of Management, former Chief Investment Officer at Scudder Kemper Investments.
2022-06-23 Dr. Peters has served as a member of the Eaton Vance Fund Boards since 2008. Dr. Peters is currently a Professor of Finance at Carroll School of Management, Boston College and was formerly Dean of Carroll School of Management from 2000-2002.

Data sourced from SEC filings. Last updated: 2026-02-03