Corporate Board Profile
Tech Score: 0/100
| 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). |
| Filing Date | Source Excerpt |
|---|---|
| 2009-01-26 | HELEN FRAME PETERS Class III Trustee Until 2011. Professor of Finance, Carroll School of Management, Boston College. 173 Director of Federal Home Loan 3/22/48 1 year. Trustee since 2008. ...Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman and Ms. Peters serve on the Contract Review Committee...Messrs. Esty (Chair) and Freedman and Ms. Peters are currently members of the Portfolio Management Committee...Mmes. Stout (Chair), Peters and Steiger and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee...For the calendar year ended December 31, 2008, the Trustees earned the compensation set forth below...Helen Frame Peters...Total Compensation from Funds and Fund Complex $204,167. |
| 2010-01-25 | HELEN FRAME PETERS Class III Trustee until 2011. Professor of Finance, Carroll School of Management, Boston College. Trustee since 2008. Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee of the Board of Trustees of each Fund. Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee of the Board of Trustees of each Fund. Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee of the Board of Trustees of each Fund. Total Compensation from Funds and Fund Complex $183,750. |
| 2011-01-26 | Helen Frame Peters has served as a Trustee since 2008. She is currently a Professor of Finance at Carroll School of Management, Boston College. For the calendar year ended December 31, 2010, the Trustees earned $210,000 in their capacities as Trustees of the funds in the Eaton Vance Fund Complex. |
| 2012-01-26 | Helen Frame Peters Class III Trustee Until 2014. 3 years. Professor of Finance, Carroll School of Management, Boston College. Member of Audit Committee, Contract Review Committee, Portfolio Management Committee, and Governance Committee. Total Compensation from Fund and Fund Complex: $232,500. |
| 2013-01-25 | HELEN FRAME PETERS 1948 Class III Trustee Until 2014. 3 years. Trustee since 2008. 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). Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Mmes. Peters and Taggart are members of the Contract Review Committee. Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee. Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee. |
| 2014-01-23 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2014. 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). |
| 2015-01-26 | HELEN FRAME PETERS 1948 Trustee 2008 Chairperson of the Portfolio Management Committee Ms. Peters is a member of the Audit Committee, Contract Review Committee, Portfolio Management Committee, and Governance Committee. |
| 2016-01-28 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2017. 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). |
| 2017-01-26 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2017. 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). |
| 2018-01-29 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2020. 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). |
| 2019-02-22 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2020. 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). |
| 2020-01-23 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2020. 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). |
| 2020-11-25 | APPENDIX O Funds’ Trustees and Officers Trustees Thomas E. Faust Jr. Mark R. Fetting Cynthia E. Frost George J. Gorman Valerie A. Mosley William H. Park Helen Frame Peters Keith Quinton Marcus L. Smith Susan J. Sutherland Scott E. Wennerholm |
| 2021-01-25 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2023. 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). |
| 2022-01-24 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2023. Professor of Finance, Carroll School of Management, Boston College. Member of Audit Committee, Contract Review Committee, Portfolio Management Committee, Governance Committee. Compensation: California Fund $789, Municipal Fund $3,925, Total $363,375. |
| 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. |
| 2011-05-23 | Professor of Finance, Carroll School of Management, Boston College. 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, 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). |
| 2015-05-29 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College; 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 and Colonial Management Associates. |
| 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 | Dr. Peters is a Professor of Finance and was formerly Dean of Carroll School of Management. |
| 2021-05-24 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). |
| 2022-05-24 | Professor of Finance, Carroll School of Management, Boston College. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-02-23 | Professor of Finance, Carroll School of Management, Boston College. |
| 2010-02-22 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005). |
| 2011-02-22 | 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). |
| 2012-02-22 | 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). |
| 2013-02-26 | 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). |
| 2014-02-27 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer (1998-1999) and Chief Investment Officer, Equity and Fixed Income (1991-1998). |
| 2015-02-27 | 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). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998). |
| 2016-02-26 | Professor of Finance at Boston College; Former Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates. |
| 2017-02-27 | 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). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998). |
| 2018-02-27 | Professor of Finance, Carroll School of Management, Boston College. |
| 2019-02-22 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). |
| 2020-02-24 | 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). |
| 2021-02-23 | Professor of Finance, Carroll School of Management, Boston College. |
| 2022-02-24 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). |
| Filing Date | Source Excerpt |
|---|---|
| 2009-01-22 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005). |
| 2010-01-26 | Professor of Finance, Carroll School of Management, Boston College. |
| 2011-01-26 | 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. |
| 2012-01-26 | 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). |
| 2013-01-25 | 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). |
| 2014-01-23 | Professor of Finance, Carroll School of Management, Boston College. Former Chief Investment Officer at investment management firms. |
| 2015-01-26 | Professor of Finance, Carroll School of Management, Boston College; Formerly, Chief Investment Officer at Scudder Kemper Investments. |
| 2016-01-28 | Professor of Finance at Carroll School of Management, Boston College; Former Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates. |
| 2017-01-26 | 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). |
| 2018-01-29 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2019-01-23 | Professor of Finance, former Dean of Carroll School of Management, former Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates. |
| 2020-01-23 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2020-11-25 | Trustees: Thomas E. Faust Jr., Mark R. Fetting, Cynthia E. Frost, George J. Gorman, Valerie A. Mosley, William H. Park, Helen Frame Peters, Keith Quinton, Marcus L. Smith, Susan J. Sutherland, Scott E. Wennerholm |
| 2021-02-26 | Professor of Finance, Carroll School of Management, Boston College. |
| 2022-01-24 | Dr. Peters is a Professor of Finance and formerly Chief Investment Officer at investment management firms. |
| 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). |
| 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). |
| Filing Date | Source Excerpt |
|---|---|
| 2009-01-26 | HELEN FRAME PETERS Class III Trustee Until 2011. Professor of Finance, Carroll School of Management, Boston College. 173 Director of Federal Home Loan Bank of Boston (a bank for banks) and BJs Wholesale Club, Inc. (wholesale club retailer); Trustee of SPDR Index Shares Funds and SPDR Series Trust (exchange traded funds) 3/22/48 1 year. Trustee since 2008. ...Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman and Ms. Peters serve on the Contract Review Committee of the Board of Trustees of each Fund...Messrs. Esty (Chair) and Freedman and Ms. Peters are currently members of the Portfolio Management Committee of the Board of Trustees of each Fund...Mmes. Stout (Chair), Peters and Steiger and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee of the Board of Trustees of each Fund...Ms. Peters was elected as a Trustee of each Fund effective November 17, 2008, and thus the compensation figures listed for the Funds and Fund Complex are estimated for the calendar year ended December 31, 2008 based on amounts she would have received if she had been a Trustee for the 2008 calendar year: Helen Frame Peters $204,167. |
| 2010-01-25 | HELEN FRAME PETERS Class III Trustee until 2011. Professor of Finance, Carroll School of Management, Boston College. Trustee since 2005. Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee of the Board of Trustees of each Fund. Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee of the Board of Trustees of each Fund. Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee of the Board of Trustees of each Fund. Total Compensation from Funds and Fund Complex $183,750. |
| 2011-01-26 | Helen Frame Peters has served as a Trustee since 2008. She is currently a Professor of Finance at Carroll School of Management, Boston College. For the calendar year ended December 31, 2010, the Trustees earned $210,000 in their capacities as Trustees of the funds in the Eaton Vance Fund Complex. |
| 2012-01-26 | Helen Frame Peters Class III Trustee Until 2014. 3 years. Professor of Finance, Carroll School of Management, Boston College. Member of Audit Committee, Contract Review Committee, Portfolio Management Committee, and Governance Committee. Total Compensation from Fund and Fund Complex: $232,500. |
| 2013-01-25 | HELEN FRAME PETERS 1948 Class III Trustee Until 2014. 3 years. Trustee since 2008. 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). Messrs. Park (Chair), Eston and Verni, and Mmes. Peters and Stout are members of the Audit Committee. Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Mmes. Peters and Taggart are members of the Contract Review Committee. Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee. Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee. |
| 2014-01-23 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2014. 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). |
| 2015-01-26 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2017. 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). |
| 2016-01-28 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2017. 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). |
| 2017-01-26 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2017. Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2018-01-29 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2020. 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). |
| 2019-02-22 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2020. 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). |
| 2020-01-23 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2020. 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). |
| 2020-11-25 | APPENDIX O Funds’ Trustees and Officers Trustees Thomas E. Faust Jr. Mark R. Fetting Cynthia E. Frost George J. Gorman Valerie A. Mosley William H. Park Helen Frame Peters Keith Quinton Marcus L. Smith Susan J. Sutherland Scott E. Wennerholm |
| 2021-01-25 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2023. 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). |
| 2022-01-24 | HELEN FRAME PETERS 1948 Trustee 2008 Class III Trustee until 2023. 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). In accordance with the Eaton Vance funds Trustee retirement policy, Ms. Peters is expected to retire as a Trustee effective July 1, 2022. |
| 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. |
| 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). |
| Filing Date | Source Excerpt |
|---|---|
| 2009-08-24 | HELEN FRAME PETERS Class II Until 2009. Trustee 1 year. Trustee since 2008. Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005). Committees: Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee of the Board of Trustees of the Fund. Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee of the Board of Trustees of the Fund. Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee of the Board of Trustees of the Fund. Compensation: Helen Frame Peters $485 from Fund for fiscal year ended June 30, 2009. |
| 2010-08-25 | HELEN FRAME PETERS Class II Trustee Until 2012. Trustee since 2008. 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). Formerly, Director of Federal Home Loan Bank of Boston (a bank for banks) (2007-2009). Committees: Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee. Also: Messrs. Esty (Chair) and Freedman, and Ms. Peters are currently members of the Portfolio Management Committee. Also: Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee. Compensation: $1,453 from Fund. |
| 2012-08-23 | Helen Frame Peters 1948 Class II Trustee Until 2012. 3 years. Since 2008. 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). Messrs. Park (Chair), Eston and Verni, and Mmes. Peters and Stout are members of the Audit Committee. Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Mmes. Peters and Taggart are members of the Contract Review Committee. Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee. Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee. Helen Frame Peters $1,710 $232,500 |
| 2013-08-23 | HELEN FRAME PETERS 1948 Class II Trustee Until 2015. 3 years. Since 2008. Professor of Finance, Carroll School of Management, Boston College. Messrs. Park (Chair), Eston, Pearlman and Verni, and Ms. Peters are members of the Audit Committee. Messrs. Verni (Chair), Esty, Freedman and Park, and Mmes. Peters, Stout and Taggart are members of the Contract Review Committee. Messrs. Esty (Chair) and Freedman, and Mmes. Peters and Taggart are currently members of the Portfolio Management Committee. Messrs. Freedman (Chair), Eston, Esty, Park, Pearlman and Verni, and Mmes. Peters, Stout and Taggart are members of the Governance Committee. Aggregate Compensation from Fund: $1,731. |
| 2014-08-28 | HELEN FRAME PETERS 1948 Trustee 2008 Class II Trustee until 2015. 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). |
| 2015-08-28 | HELEN FRAME PETERS 1948 Trustee 2008 Class II Trustee until 2015. 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). |
| 2016-08-26 | HELEN FRAME PETERS 1948 Trustee 2008 Class II Trustee until 2018. Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2017-08-28 | HELEN FRAME PETERS 1948 Trustee 2008 Class II Trustee until 2018. Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2018-08-27 | HELEN FRAME PETERS 1948 Trustee 2008 Class II Trustee until 2018. 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). |
| 2019-08-23 | HELEN FRAME PETERS 1948 Trustee 2008 Class II Trustee until 2021. 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). |
| 2020-11-25 | Helen Frame Peters, Trustee |
| 2021-05-25 | Helen Frame Peters listed as Trustee in Appendix D |
| 2021-08-26 | HELEN FRAME PETERS 1948 Trustee 2008 Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| Filing Date | Source Excerpt |
|---|---|
| 2008-12-29 | Professor of Finance, Carroll School of Management, Boston College; Adjunct Professor of Finance, Peking University. |
| 2009-12-22 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005). |
| 2010-12-21 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments and Colonial Management Associates. |
| 2012-12-21 | 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). |
| 2013-12-27 | Professor of Finance, Carroll School of Management, Boston College. Formerly Chief Investment Officer at investment management firms. |
| 2014-12-29 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2015-12-28 | 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). |
| 2016-12-29 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2017-12-28 | 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). |
| 2018-12-20 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments. |
| 2019-12-23 | Dr. Peters is a Professor of Finance and was formerly Chief Investment Officer at investment management firms. |
| 2020-12-23 | Professor of Finance, Carroll School of Management, Boston College. |
| 2021-03-25 | Helen Frame Peters |
| 2021-12-23 | Professor of Finance, Carroll School of Management, Boston College... Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments. |
| 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). |
| 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. |
| Filing Date | Source Excerpt |
|---|---|
| 2008-12-29 | Professor of Finance, Carroll School of Management, Boston College; Adjunct Professor of Finance, Peking University; Formerly, Dean, Carroll School of Management. |
| 2009-12-22 | Professor of Finance, Carroll School of Management, Boston College. |
| 2010-12-21 | Professor of Finance at Carroll School of Management, Boston College and former Chief Investment Officer at investment firms. |
| 2011-12-20 | 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). |
| 2012-12-21 | 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). |
| 2013-12-27 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments. |
| 2014-12-29 | 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). |
| 2015-12-28 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). |
| 2016-12-29 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2017-12-28 | 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). |
| 2018-12-20 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments. |
| 2019-12-23 | Dr. Peters is a Professor of Finance and was Chief Investment Officer at investment management firms. |
| 2020-12-23 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments. |
| 2021-12-23 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-02-23 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China. |
| 2010-02-22 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005). |
| 2011-02-22 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments and Colonial Management Associates. |
| 2012-02-22 | 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). |
| 2013-02-26 | 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). |
| 2014-02-27 | Professor of Finance, Carroll School of Management, Boston College. Formerly Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates. |
| 2015-02-27 | 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). |
| 2016-02-26 | Professor of Finance at Carroll School of Management, Boston College. Formerly Dean and Chief Investment Officer at investment management firms. |
| 2017-02-27 | 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). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998). |
| 2018-02-27 | 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). |
| 2019-02-22 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2020-02-24 | 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). |
| 2021-02-23 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management. |
| 2022-02-24 | Professor of Finance, Carroll School of Management, Boston College... Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-02-23 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China. |
| 2010-02-22 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2008). |
| 2011-02-22 | 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. |
| 2012-02-22 | 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). |
| 2013-02-26 | 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). |
| 2014-02-27 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments (investment management firm) (1998-1999). |
| 2015-02-27 | 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). |
| 2016-02-26 | 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. |
| 2017-02-27 | 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). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998). |
| 2018-02-27 | 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). Formerly, Chief Investment Officer, Equity and Fixed Income, Colonial Management Associates (investment management firm) (1991-1998). |
| 2019-02-22 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2020-02-24 | 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). |
| 2021-02-23 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2022-02-24 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-06-24 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005). |
| 2010-06-23 | Professor of Finance, Carroll School of Management, Boston College. Formerly Dean, Carroll School of Management, Boston College. |
| 2011-06-22 | 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). |
| 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). 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). |
| 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; Formerly, 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 | 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). |
| 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, former Dean of Carroll School of Management, former Chief Investment Officer roles. |
| 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). |
| Filing Date | Source Excerpt |
|---|---|
| 2009-02-23 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China. |
| 2010-02-22 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005). |
| 2011-02-22 | 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). |
| 2012-02-22 | 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). |
| 2013-02-26 | 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). |
| 2014-02-27 | Professor of Finance, Carroll School of Management, Boston College. Formerly Chief Investment Officer at investment management firms. |
| 2015-02-27 | Ms. Peters is a Professor of Finance at Carroll School of Management, Boston College, and was Chief Investment Officer at Scudder Kemper Investments and Colonial Management Associates. |
| 2016-02-26 | 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). |
| 2017-02-27 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2018-02-27 | 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). |
| 2019-02-22 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2020-02-24 | 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). |
| 2021-02-23 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2022-02-24 | Professor of Finance, Carroll School of Management, Boston College... Formerly, Chief Investment Officer, Fixed Income, Scudder Kemper Investments. |
| Filing Date | Source Excerpt |
|---|---|
| 2009-06-23 | Professor of Finance, Carroll School of Management, Boston College. Adjunct Professor of Finance, Peking University, Beijing, China (since 2005). |
| 2010-06-23 | Professor of Finance, Carroll School of Management, Boston College. Formerly, Dean, Carroll School of Management, Boston College (2000-2002). |
| 2011-06-22 | 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). |
| 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. |
| 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, Carroll School of Management, Boston College; Formerly, Chief Investment Officer at Scudder Kemper Investments. |
| 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). |
| 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 | 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). |
| 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, Dean, Carroll School of Management, Boston College (2000-2002). |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-03-22