Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-30 | President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Chairman, Hellman, Jordan Management Co., Inc. (an investment management company) (since November 2000). Advisory Director of Berkshire Capital Corporation (investment banking firm) (since June 2002). Formerly Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds). |
| 2004-05-28 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). Formerly, Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds) (1980-2000). |
| 2005-05-27 | Norton H. Reamer(A) Class III Until 2005. President, Chief Executive Officer and a 197 None DOB: 9/21/35 Trustee 3 years. Director of Asset Management Finance Corp. Trustee (a specialty finance company serving the since 2002. investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). Formerly, Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds) (1980-2000). |
| 2006-05-26 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). |
| 2007-05-31 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2001-01-31 | Norton H. Reamer (A) Mr. Reamer is Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (since November, 2000) and President, Jordan Simmons Capital LLC (manager of energy related investments) (since November, 2000). President, Unicorn Corporation (an investment and financial advisory services company) (since September, 2000). Previously, he was Chairman of the Board and Chief Executive Officer, United Asset Management Corporation (a holding company owning institutional investment management firms). Previously he also served as Chairman, President and Director, UAM Funds (mutual funds). He also serves as a Trustee of 79 investment companies advised or administered by EVM and its affiliates. |
| 2002-01-30 | Norton H. Reamer (A) Trustee Until 2005; 3 years Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (since November 2000). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Previously, Chairman of the Board and Chief Executive Officer, United Asset Management Corporation (a holding company owning institutional investment management firms). Previously he also served as Chairman, President and Director, UAM Funds (mutual funds). |
| 2003-01-29 | NORTON H. REAMER (A) Trustee Until 2005. President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Chairman, Hellman, Jordan Management Co., Inc. (an investment management company) (since November 2000). Advisory Director of Berkshire Capital Corporation (investment banking firm) (since June 2002). ... Messrs. Hayes (Chairman), Dwight, Reamer and Ms. Stout are members of the Special Committee of the Board of Trustees of each Fund. ... Messrs. Treynor (Chairman), Dwight, Hayes and Reamer are members of the Audit Committee of the Board of Trustees of each Fund. ... Total Compensation 160,000. |
| 2004-01-27 | Norton H. Reamer (A) Class III Until 2005. President and Chief Executive Officer of 195 None DOB: 9/21/35 Trustee 3 years. Asset Management Finance Corp. (a Trustee specialty finance company serving the since 1998. investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). Formerly, Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds) (1980-2000). |
| 2005-01-27 | Norton H. Reamer (A) Class III Until 2005. President, Chief Executive Officer and 194 None DOB: 9/21/35 Trustee 3 years. a Director of Asset Management Finance Trustee Corp. (a specialty finance company since 1998. serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). Formerly, Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds) (1980-2000). Remuneration of Trustees The fees and expenses of those Trustees of each Fund who are not members of the Eaton Vance Organization will be paid by the Funds. For the fiscal year ended November 30, 2004, the noninterested Trustees of the Funds earned the following compensation in their capacities as Trustees of the Funds, and for the year ended December 31, 2004 earned the following compensation in their capacities as Trustees of the funds in the Eaton Vance fund complex(1): $48,124 $200,000 $180,000(2)(3) $180,000(2) $190,000 $190,000(4) (1) As of January 1, 2005, the Eaton Vance fund complex consisted of 194 registered investment companies or series thereof. Messrs. Reamer (Chair), Hayes, Park and Ms. Stout serve on the Audit Committee of the Board of Trustees of each Fund, such Audit Committee being established in accordance with Section 3(a)(58)(A) of the Securities Exchange Act of 1934. Messrs. Hayes (Chair), Park, Pearlman and Reamer serve on the Special Committee of the Board of Trustees of each Fund. |
| 2006-01-27 | Norton H. Reamer DOB: 9/21/35 Class III Trustee Until 2008. 3 years. Trustee since 1998. President, Chief Executive Officer and Director of Asset Management Finance Corp. Serves on Audit Committee and Special Committee. Total compensation from Fund and Fund Complex: $190,000. |
| 2007-01-29 | Norton H. Reamer (A) DOB: 9/21/35 Class III Trustee Until 2008. 3 years. President, Chief Executive Officer and a Director of Asset Management Finance Corp. Audit Committee member Special Committee member Governance Committee member Total Compensation from Fund and Fund Complex $195,000 |
| 2008-01-28 | Norton H. Reamer DOB: 9/21/35 Class III Trustee Until 2008. 3 years. Trustee since 1998. President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company) (since October 2003). President, Unicorn Corporation (investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). 175 portfolios overseen. None other directorships. Compensation from Fund and Fund Complex $217,500. Serves on Audit Committee. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-05-26 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). |
| 2006-05-31 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). |
| 2007-05-30 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| 2008-05-28 | Chairman (since 2007) and President, Chief Executive Officer and a Director (since 2003) of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2005-08-29 | The Class III Trustees serving until the 2007 Annual Meeting are Norton H. Reamer, Lynn A. Stout and Ralph F. Verni. |
| 2006-08-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). |
| 2007-08-27 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). |
| Filing Date | Source Excerpt |
|---|---|
| 2005-01-28 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| 2006-01-27 | President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). |
| 2007-01-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). |
| 2008-01-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2003-12-29 | President and Chief Executive Officer of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| 2004-12-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| 2005-12-29 | President, Chief Executive Officer and Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| 2007-01-05 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. President, Unicorn Corporation. |
| 2007-12-21 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-30 | President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Chairman, Hellman, Jordan Management Co., Inc. (an investment management company) (since November 2000). Advisory Director of Berkshire Capital Corporation (investment banking firm) (since June 2002). Formerly Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds). |
| 2004-05-28 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). Formerly, Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds) (1980-2000). |
| 2005-05-27 | Norton H. Reamer(A) Class III Until 2005. President, Chief Executive Officer and a 197 None DOB: 9/21/35 Trustee 3 years. Director of Asset Management Finance Corp. Trustee (a specialty finance company serving the since 2002. investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). Formerly, Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds) (1980-2000). |
| 2006-05-26 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). |
| 2007-05-31 | President, Chief Executive Officer and Director of Asset Management Finance Corp.; President, Unicorn Corporation; former Chairman and COO of Hellman, Jordan Management Co. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-01-31 | Norton H. Reamer (A) Mr. Reamer is Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (since November, 2000) and President, Jordan Simmons Capital LLC (manager of energy related investments) (since November, 2000). President, Unicorn Corporation (an investment and financial advisory services company) (since September, 2000). Previously, he was Chairman of the Board and Chief Executive Officer, United Asset Management Corporation (a holding company owning institutional investment management firms). Previously he also served as Chairman, President and Director, UAM Funds (mutual funds). He also serves as a Trustee of 79 investment companies advised or administered by EVM and its affiliates. Age: 65, has been a Trustee since December 10, 1998. |
| 2002-01-30 | Norton H. Reamer (A) Trustee Until 2005; 3 years Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (since November 2000). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Previously, Chairman of the Board and Chief Executive Officer, United Asset Management Corporation (a holding company owning institutional investment management firms). Previously he also served as Chairman, President and Director, UAM Funds (mutual funds). |
| 2003-01-29 | NORTON H. REAMER (A) Trustee Until 2005. President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Chairman, Hellman, Jordan Management Co., Inc. (an investment management company) (since November 2000). Advisory Director of Berkshire Capital Corporation (investment banking firm) (since June 2002). ... Messrs. Treynor (Chairman), Dwight, Hayes and Reamer are members of the Audit Committee of the Board of Trustees of each Fund. ... Messrs. Hayes (Chairman), Dwight, Reamer and Ms. Stout are members of the Special Committee of the Board of Trustees of each Fund. ... Messrs. Treynor (Chairman), Dwight, Hayes, Reamer and Ms. Stout are currently serving on the Nominating Committee. |
| 2004-01-27 | Norton H. Reamer (A) Class III Until 2005. President and Chief Executive Officer of 195 None DOB: 9/21/35 Trustee 3 years. Asset Management Finance Corp. (a Trustee specialty finance company serving the since 1998. investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). Formerly, Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds) (1980-2000). |
| 2005-01-27 | Norton H. Reamer (A) Class III Until 2005. President, Chief Executive Officer and 194 None DOB: 9/21/35 Trustee 3 years. a Director of Asset Management Finance Trustee Corp. (a specialty finance company since 1998. serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). Formerly, Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds) (1980-2000). |
| 2006-01-27 | Norton H. Reamer DOB: 9/21/35 Class III Trustee Until 2008. 3 years. Trustee since 1998. President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). Messrs. Reamer (Chair), Hayes, Park and Ms. Stout serve on the Audit Committee of the Board of Trustees of each Fund. Messrs. Hayes (Chair), Park, Pearlman, Reamer and Ms. Stout serve on the Special Committee of the Board of Trustees of each Fund. Ms. Stout (Chair) and Messrs. Hayes, Park, Pearlman and Reamer serve on the Governance Committee of the Board of Trustees of the Fund. Total Compensation from Fund and Fund Complex $190,000. |
| 2007-01-29 | Norton H. Reamer (A) DOB: 9/21/35 Class III Trustee Until 2008. 3 years. President, Chief Executive Officer and a Director of Asset Management Finance Corp. Audit Committee, Special Committee Total Compensation from Fund and Fund Complex $195,000 |
| 2008-01-28 | Norton H. Reamer DOB: 9/21/35 Class III Trustee Until 2008. 3 years. Trustee since 1998. President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). 175 portfolios overseen. None other directorships. Compensation from Fund and Fund Complex $217,500. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-05-30 | President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Chairman, Hellman, Jordan Management Co., Inc. (an investment management company) (since November 2000). Advisory Director of Berkshire Capital Corporation (investment banking firm) (since June 2002). Formerly Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds). |
| 2004-05-28 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| 2005-05-27 | Norton H. Reamer(A) Class III Until 2005. President, Chief Executive Officer and a 197 None DOB: 9/21/35 Trustee 3 years. Director of Asset Management Finance Corp. Trustee (a specialty finance company serving the since 2002. investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). Formerly, Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds) (1980-2000). |
| 2006-05-26 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). |
| 2007-05-31 | President, Chief Executive Officer and Director of Asset Management Finance Corp.; President, Unicorn Corporation; former Chairman and COO of Hellman, Jordan Management Co. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-06-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| 2005-06-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). |
| 2006-06-30 | President, Chief Executive Officer and Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| 2007-06-27 | Norton H. Reamer - President, Chief Executive Officer and Director of Asset Management Finance Corp. (specialty finance company); President, Unicorn Corporation (investment and financial advisory services company). |
| 2008-06-25 | Chairman (since 2007) and President, Chief Executive Officer and a Director (since 2003) of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2001-09-07 | Norton H. Reamer Trustee Until 2003; Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (since November 2000) and President, Jordan Simmons Capital LLC (manager of energy related investments) (since November 2000). Age: 65 ... The Nominating Committee is comprised of all the Trustees who are not "interested persons" as that term is defined under the 1940 Act. Messrs. Treynor (Chairman), Dwight, Hayes, Reamer and Ms. Stout are currently serving on the Committee. ... Messrs. Hayes (Chairman), Dwight, Reamer and Ms. Stout are members of the Special Committee of the Board of Trustees of the Fund. ... Messrs. Treynor (Chairman), Dwight and Reamer are members of the Audit Committee of the Board of Trustees of the Fund. |
| 2002-09-06 | NORTON H. REAMER Trustee Until 2003. President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Trustee since 1998. |
| 2003-08-29 | NORTON H. REAMER Class II Until 2003. President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Chairman, Hellman, Jordan Management Co., Inc. (an investment management company) (since November 2000). Advisory Director of Berkshire Capital Corporation (investment banking firm) (since June 2002). Formerly Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds). Messrs. Hayes (Chairman), Park, Pearlman and Reamer currently serve on the Special Committee. Messrs. Reamer (Chairman), Hayes, Park and Ms. Stout currently serve on the Audit Committee. The Governance Committee is comprised of Messrs. Hayes (Chairman), Park, Pearlman and Reamer and Ms. Stout. For the fiscal year ended June 30, 2003, the noninterested Trustees of the Fund earned the following compensation: Norton H. Reamer - $2,802. |
| 2004-08-27 | NORTON H. REAMER Class II Until 2006. President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). Trustee since 1998. |
| 2005-08-29 | Messrs. Reamer (Chair), Hayes, Park, and Ms. Stout serve on the Audit Committee of the Board of Trustees of the Fund. ... Messrs. Hayes (Chair), Park, Pearlman and Reamer and Ms. Stout serve on the Special Committee of the Board of Trustees of the Fund. ... Ms. Stout (Chair) and Messrs. Hayes, Park, Pearlman and Reamer serve on the Governance Committee of the Board of Trustees of the Fund. |
| 2006-08-29 | Norton H. Reamer DOB: 9/21/35 Class II Trustee Until 2006. 3 years. Trustees since 1998. ... Messrs. Reamer (Chair), Hayes, Park, Verni and Ms. Stout serve on the Audit Committee ... Messrs. Hayes (Chair), Esty, Park, Pearlman and Reamer serve on the Special Committee ... Ms. Stout (Chair) and Messrs. Esty, Hayes, Park, Pearlman, Reamer and Verni serve on the Governance Committee ... For the fiscal year ended June 30, 2006, the noninterested Trustees of the Fund earned the compensation set forth below ... Norton H. Reamer $2,495 from Fund, $190,000 from Fund Complex. |
| 2007-08-27 | Norton H. Reamer, Class II Trustee, DOB: 9/21/35, President and CEO of Asset Management Finance Corp., Trustee since 1998. Compensation from Fund: $2,451. Serves on Audit, Special and Governance Committees. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-12-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). |
| 2006-12-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| 2007-12-21 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). |
| Filing Date | Source Excerpt |
|---|---|
| 2004-04-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). President, Unicorn Corporation (an investment and financial advisory services company). |
| 2005-04-27 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). Formerly, Advisory Director of Berkshire Capital Corporation (investment banking firm) (2002-2003). Formerly, Chairman of the Board, United Asset Management Corporation (a holding company owning institutional investment management firms) and Chairman, President and Director, UAM Funds (mutual funds) (1980-2000). |
| 2006-04-27 | President, Chief Executive Officer and Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). |
| 2007-06-27 | President, Chief Executive Officer and Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). |
| 2008-04-24 | Chairman (since 2007) and President, Chief Executive Officer and a Director (since 2003) of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2004-08-26 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company). President, Unicorn Corporation (an investment and financial advisory services company). |
| 2005-08-26 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). |
| 2006-08-28 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). |
| 2008-01-31 | Norton H. Reamer - President, CEO and Director of Asset Management Finance Corp. (specialty finance company); President, Unicorn Corporation (investment and financial advisory services company). |
| 2008-06-25 | Chairman (since 2007) and President, Chief Executive Officer and a Director (since 2003) of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2004-11-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). |
| 2005-11-29 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). |
| 2006-12-13 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). |
| 2007-12-21 | President, Chief Executive Officer and Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2006-02-27 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). |
| 2007-02-27 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). |
| 2008-02-29 | Chairman (since 2007) and President, Chief Executive Officer and a Director since 2005 of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). |
| Filing Date | Source Excerpt |
|---|---|
| 2006-02-27 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). |
| 2007-02-27 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). |
| 2008-02-29 | Chairman (since 2007) and President, Chief Executive Officer and a Director since 2005 of Asset Management Finance Corp. (a specialty finance company). President, Unicorn Corporation (investment and financial advisory services). Formerly Chairman and COO of Hellman, Jordan Management Co., Inc. (investment management company). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-06-27 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| 2008-06-25 | Chairman (since 2007) and President, Chief Executive Officer and a Director (since 2003) of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2006-02-27 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). President, Unicorn Corporation (an investment and financial advisory services company) (since September 2000). Formerly, Chairman and Chief Operating Officer, Hellman, Jordan Management Co., Inc. (an investment management company) (2000-2003). |
| 2007-02-27 | President, Chief Executive Officer and a Director of Asset Management Finance Corp. (a specialty finance company serving the investment management industry) (since October 2003). |
| 2008-02-29 | Chairman (since 2007) and President, Chief Executive Officer and a Director since 2005 of Asset Management Finance Corp. (a specialty finance company). President, Unicorn Corporation (investment and financial advisory services). Formerly Chairman and COO of Hellman, Jordan Management Co., Inc. (investment management company). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-06-27 | Norton H. Reamer - President, CEO and Director of Asset Management Finance Corp.; President, Unicorn Corporation (investment and financial advisory services). |
| 2008-06-25 | Chairman (since 2007) and President, Chief Executive Officer and a Director (since 2003) of Asset Management Finance Corp. (a specialty finance company serving the investment management industry). |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-03-22