Corporate Board Profile
Tech Score: 4/100
10 mention(s) identify RALPH F. VERNI as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| Eaton Vance California Municipal Bond Fund | 2005-05-27 | Ralph F. Verni Current ____ Consultant and private investor (since 2000). ___ Director of DOB: 1/26/43 Nominee Formerly, President and Chief Executive Officer, W.P. Carey & for Class Redwood Investment Systems, Inc. (software Company LLC III Trustee developer) (2000). Formerly, President and (manager of Chief Executive Officer, State Street Research real estate & Management (investment adviser), SSRM investment Holdings (parent of State Street Research & trusts) Management), and SSR Realty (institutional realty manager) (1992-2000). | Former President and CEO of Redwood Investment Systems, Inc., a software developer, indicating software-related technical skills. |
| Eaton Vance Municipal Bond Fund | 2005-05-27 | Ralph F. Verni Current ____ Consultant and private investor (since 2000). ___ Director of DOB: 1/26/43 Nominee Formerly, President and Chief Executive Officer, W.P. Carey & for Class Redwood Investment Systems, Inc. (software Company LLC III Trustee developer) (2000). Formerly, President and (manager of Chief Executive Officer, State Street Research real estate & Management (investment adviser), SSRM investment Holdings (parent of State Street Research & trusts) Management), and SSR Realty (institutional realty manager) (1992-2000). | Former President and CEO of Redwood Investment Systems, Inc., a software developer, indicating software-related technical skills. |
| Eaton Vance New York Municipal Bond Fund | 2005-05-27 | Ralph F. Verni Current ____ Consultant and private investor (since 2000). ___ Director of DOB: 1/26/43 Nominee Formerly, President and Chief Executive Officer, W.P. Carey & for Class Redwood Investment Systems, Inc. (software Company LLC III Trustee developer) (2000). Formerly, President and (manager of Chief Executive Officer, State Street Research real estate & Management (investment adviser), SSRM investment Holdings (parent of State Street Research & trusts) Management), and SSR Realty (institutional realty manager) (1992-2000). | Former President and CEO of Redwood Investment Systems, Inc., a software developer, indicating software-related technical skills. |
| Eaton Vance Senior Floating-Rate Trust | 2005-06-29 | Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). | Former President and CEO of Redwood Investment Systems, Inc., a software developer, indicating software-related technical skills. |
| Eaton Vance Short Duration Diversified Income Fund | 2005-12-29 | Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). | Has software-related technical skills indicated by his former role as President and CEO of Redwood Investment Systems, Inc., a software developer. |
| Eaton Vance Tax-Advantaged Dividend Income Fund | 2005-04-27 | Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). | Formerly President and CEO of Redwood Investment Systems, Inc., a software developer, indicating software-related technical skills. |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 2005-11-29 | Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). | He was President and CEO of Redwood Investment Systems, Inc., a software developer, indicating software-related technical skills. |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 2006-02-27 | Consultant and private investor (since 2000). Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). Formerly, President and Chief Executive Officer, State Street Research & Management (investment adviser), SSRM Holdings (parent of State Street Research & Management), and SSR Realty (institutional realty manager) (1992-2000). | Has software-related technical skills indicated by his former role as President and CEO of Redwood Investment Systems, Inc., a software developer. |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 2006-02-27 | Consultant and private investor (since 2000). Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). Formerly, President and Chief Executive Officer, State Street Research & Management (investment adviser), SSRM Holdings (parent of State Street Research & Management), and SSR Realty (institutional realty manager) (1992-2000). | Has software-related technical skills indicated by his role as President and CEO of Redwood Investment Systems, Inc., a software developer. |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 2006-02-27 | Consultant and private investor (since 2000). Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). Formerly, President and Chief Executive Officer, State Street Research & Management (investment adviser), SSRM Holdings (parent of State Street Research & Management), and SSR Realty (institutional realty manager) (1992-2000). | Has software-related technical skills indicated by his former role as President and CEO of Redwood Investment Systems, Inc., a software developer. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-05-27 | Ralph F. Verni Current ____ Consultant and private investor (since 2000). ___ Director of DOB: 1/26/43 Nominee Formerly, President and Chief Executive Officer, W.P. Carey & for Class Redwood Investment Systems, Inc. (software Company LLC III Trustee developer) (2000). Formerly, President and (manager of Chief Executive Officer, State Street Research real estate & Management (investment adviser), SSRM investment Holdings (parent of State Street Research & trusts) Management), and SSR Realty (institutional realty manager) (1992-2000). |
| 2006-05-26 | Consultant and private investor. Director of W.P. Carey & Company LLC (manager of real estate investment trusts). |
| 2007-05-31 | Consultant and private investor. |
| 2008-05-28 | RALPH F. VERNI Chairman of the Board and Class I APS Trustee Until 2009. Consultant and private investor. |
| 2009-05-27 | Consultant and private investor. |
| 2010-05-25 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2011-05-23 | Former Chief Investment Officer, Chief Financial Officer and Director of New England Life. Former President and CEO of State Street Management & Research. |
| 2012-05-24 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2013-05-24 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). Mr. Verni has been a Chartered Financial Analyst since 1977. |
| 2014-05-29 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2015-05-29 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, Chairperson, New England Mutual Funds. Formerly, President and Chief Executive Officer, State Street Management & Research. |
| 2016-05-26 | Formerly, Chief Investment Officer, Chief Financial Officer, and Director of New England Life; President and CEO of State Street Management & Research. |
| 2017-05-30 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2006-01-27 | Ralph F. Verni DOB: 1/26/43 Current Nominee for Class I Trustee Consultant and private investor (since 2000). Director of W.P. Carey & Company LLC. Mr. Verni was recommended to the Governance Committee by one of the Independent Trustees. |
| 2007-01-29 | Ralph F. Verni DOB: 1/26/43 Class I Trustee Until 2009. 3 years. Consultant and private investor. Audit Committee member Governance Committee member Total Compensation from Fund and Fund Complex $185,000 |
| 2008-01-28 | Ralph F. Verni DOB: 1/26/43 Chairman of the Board since July 1, 2007 and Class II Trustee Until 2010. 3 years. Trustee since 2006. Consultant and private investor. 175 portfolios overseen. Compensation $257,500. Serves on Audit (Chair), Special (Chair), and Governance Committees. |
| 2009-01-26 | RALPH F. VERNI Chairman of the Until 2010. Consultant and private investor. 173 None 1/26/43 3 years. APS Trustee Trustee since 2006; Chairman since 2007. ...Messrs. Park (Chair) and Verni and Mmes. Steiger and Stout serve on the Audit Committee...Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman and Ms. Peters serve on the Contract Review 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...Ralph F. Verni...Total Compensation from Funds and Fund Complex $319,167. |
| 2010-01-25 | RALPH F. VERNI Chairman of the Board and Class II APS Trustee until 2010. Consultant and private investor. Trustee since 2005; Chairman since 2007. Messrs. Park (Chair) and Verni, and Mmes. Steiger and Stout serve on the Audit Committee of the Board of Trustees of each Fund. 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. 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 $325,000. |
| 2011-01-26 | Ralph F. Verni has served as a Trustee since 2005 and is the Independent Chairperson of the Board and the Chairperson of the Contract Review Committee. For the calendar year ended December 31, 2010, the Trustees earned $325,000 in their capacities as Trustees of the funds in the Eaton Vance Fund Complex. |
| 2012-01-26 | Ralph F. Verni Chairman of the Board and Class II APS Trustee Until 2013. 3 years. Independent Chairperson of the Board and Chairperson of the Contract Review Committee. Member of Audit Committee. Total Compensation from Fund and Fund Complex: $351,250. |
| 2013-01-25 | RALPH F. VERNI 1943 Chairman of the Board and Class II APS Trustee Until 2013. 3 years. Chairman of the Board since 2007 and Trustee since 2005. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). 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. Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee. |
| 2014-01-23 | RALPH F. VERNI 1943 Chairman of the Board and Trustee 2007 (Chairman); 2005 (Trustee) Class II Trustee until 2016. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). None |
| 2015-01-26 | RALPH F. VERNI 1943 Chairman of the Board and Trustee 2007 (Chairman) and 2005 (Trustee) Independent Chairperson of the Board and Chairperson of the Contract Review Committee Mr. Verni was formerly the Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992) of New England Life. Mr. Verni was also the Chairperson of the New England Mutual Funds (1982-1992); President and Chief Executive Officer of State Street Management & Research (1992-2000); Chairperson of the State Street Research Mutual Funds (1992-2000); Director of W.P. Carey, LLC (1998-2004); and Director of First Pioneer Farm Credit Corp. (2002-2006). |
| 2016-01-28 | RALPH F. VERNI 1943 Chairperson of the Board and Trustee 2007 (Chairperson) and 2005 (Trustee) Class II Trustee until 2016. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). None |
| 2017-01-26 | RALPH F. VERNI 1943 Trustee 2005 Class II Trustee until 2019. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (financial services cooperative) (2002-2006). Mr. Verni is currently expected to retire as a Trustee of all Eaton Vance funds effective July 1, 2017. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-05-26 | Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). Formerly, President and Chief Executive Officer, State Street Research & Management (investment adviser), SSRM Holdings (parent of State Street Research & Management), and SSR Realty (institutional realty manager) (1992-2000). |
| 2006-05-31 | Consultant and private investor (since 2000). Director of W.P. Carey & Company LLC (manager of real estate investment trusts). |
| 2007-05-30 | Consultant and private investor. |
| 2008-05-28 | Consultant and private investor. |
| 2009-05-27 | Consultant and private investor. |
| 2010-05-25 | Consultant and private investor. Formerly, Chief Investment Officer of the New England Life and other financial roles. |
| 2011-05-23 | Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992) of New England Life. Formerly, President and Chief Executive Officer of State Street Management & Research (1992-2000). |
| 2012-05-24 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2013-05-24 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2014-05-29 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2015-05-29 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, Chairperson, New England Mutual Funds. Formerly, President and Chief Executive Officer, State Street Management & Research. |
| 2016-05-26 | Formerly, Chief Investment Officer, Chief Financial Officer, and Director of New England Life; Chartered Financial Analyst since 1977. |
| 2017-05-30 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 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 | Consultant and private investor. |
| 2007-08-27 | Consultant and private investor. |
| 2008-08-25 | Consultant and private investor. |
| 2009-02-23 | Consultant and private investor. |
| 2010-02-22 | Consultant and private investor. |
| 2011-02-22 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992) of New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2012-02-22 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2013-02-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2014-02-27 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2016-02-26 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer, and Director of New England Life. |
| 2017-02-27 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2006-01-27 | Consultant and private investor (since 2000). Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). Formerly, President and Chief Executive Officer, State Street Research & Management (investment adviser), SSRM Holdings (parent of State Street Research & Management), and SSR Realty (institutional realty manager) (1992-2000). |
| 2007-01-29 | Consultant and private investor. |
| 2008-01-29 | Consultant and private investor. |
| 2009-01-22 | Consultant and private investor. |
| 2010-01-26 | Consultant and private investor. |
| 2011-01-26 | Consultant and private investor. Former Chief Investment Officer, Chief Financial Officer and Director of New England Life. Former President and CEO, State Street Management & Research. |
| 2012-01-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2013-01-25 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2014-01-23 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life, and President and CEO of State Street Management & Research. |
| 2015-01-26 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. |
| 2016-01-28 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life, and President and CEO of State Street Management & Research. |
| 2017-01-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2005-12-29 | Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). |
| 2007-01-05 | Consultant and private investor. |
| 2007-12-21 | Consultant and private investor. |
| 2008-12-29 | Consultant and private investor. |
| 2009-12-22 | Ralph F. Verni - Consultant and private investor. |
| 2010-12-21 | Consultant and private investor. Formerly Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly Chairperson of New England Mutual Funds and State Street Management & Research. |
| 2011-11-22 | Formerly the Chief Investment Officer (from 1982-1992), Chief Financial Officer (from 1988-1990) and Director (from 1982-1992) of New England Life. Formerly, President and Chief Executive Officer of State Street Management & Research from 1992-2000. |
| 2012-11-29 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2013-11-27 | Consultant and private investor. Formerly Chief Investment Officer, Chief Financial Officer, and Director of New England Life. |
| 2014-11-26 | Former Chief Investment Officer, CFO, Director of New England Life; President and CEO of State Street Management & Research. |
| 2015-11-25 | Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-05-27 | Ralph F. Verni Current ____ Consultant and private investor (since 2000). ___ Director of DOB: 1/26/43 Nominee Formerly, President and Chief Executive Officer, W.P. Carey & for Class Redwood Investment Systems, Inc. (software Company LLC III Trustee developer) (2000). Formerly, President and (manager of Chief Executive Officer, State Street Research real estate & Management (investment adviser), SSRM investment Holdings (parent of State Street Research & trusts) Management), and SSR Realty (institutional realty manager) (1992-2000). |
| 2006-05-26 | Consultant and private investor. Director of W.P. Carey & Company LLC (manager of real estate investment trusts). |
| 2007-05-31 | Consultant and private investor. |
| 2008-05-28 | RALPH F. VERNI Chairman of the Board and Class I APS Trustee Until 2009. Consultant and private investor. |
| 2009-05-27 | Consultant and private investor. |
| 2010-05-25 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2011-05-23 | Former Chief Investment Officer, Chief Financial Officer and Director of New England Life. Former President and CEO of State Street Management & Research. |
| 2012-05-24 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2013-05-24 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). Mr. Verni has been a Chartered Financial Analyst since 1977. |
| 2014-05-29 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2015-05-29 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, Chairperson, New England Mutual Funds. Formerly, President and Chief Executive Officer, State Street Management & Research. |
| 2016-05-26 | Formerly, Chief Investment Officer, Chief Financial Officer, and Director of New England Life; President and CEO of State Street Management & Research. |
| 2017-05-30 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2006-01-27 | Ralph F. Verni DOB: 1/26/43 Current Nominee for Class I Trustee Consultant and private investor (since 2000). Mr. Esty and Mr. Verni were recommended to the Governance Committee by one of the Independent Trustees. |
| 2007-01-29 | Ralph F. Verni DOB: 1/26/43 Class I Trustee* Until 2009. 3 years. Consultant and private investor. Audit Committee, Governance Committee Total Compensation from Fund and Fund Complex $185,000 |
| 2008-01-28 | Ralph F. Verni DOB: 1/26/43 Chairman of the Board since July 1, 2007 and Class II Trustee Until 2010. 3 years. Trustee since 2006. Consultant and private investor. 175 portfolios overseen. Compensation from Fund and Fund Complex $257,500 including deferred compensation. |
| 2009-01-26 | RALPH F. VERNI Chairman of the Board and Class II APS Trustee Until 2010. Consultant and private investor. 173 None 1/26/43 3 years. Trustee since 2006; Chairman since 2007. ...Messrs. Park (Chair) and Verni and Mmes. Steiger and Stout serve on the Audit Committee of the Board of Trustees of each Fund...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...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...For the calendar year ended December 31, 2008, the Trustees earned the compensation set forth below in their capacities as Trustees of the funds in the Eaton Vance Fund Complex: Ralph F. Verni $319,167. |
| 2010-01-25 | RALPH F. VERNI Chairman of the Board and Class II APS Trustee until 2010. Consultant and private investor. Trustee since 2005; Chairman since 2007. Messrs. Park (Chair) and Verni, and Mmes. Steiger and Stout serve on the Audit Committee of the Board of Trustees of each Fund. 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. 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 $325,000. |
| 2011-01-26 | Ralph F. Verni has served as a Trustee since 2005 and is the Independent Chairperson of the Board and the Chairperson of the Contract Review Committee. For the calendar year ended December 31, 2010, the Trustees earned $325,000 in their capacities as Trustees of the funds in the Eaton Vance Fund Complex. |
| 2012-01-26 | Ralph F. Verni Chairman of the Board and Class II APS Trustee Until 2013. 3 years. Consultant and private investor. Chairperson of the Audit Committee and Contract Review Committee. Independent Chairperson of the Board. Total Compensation from Fund and Fund Complex: $351,250. |
| 2013-01-25 | RALPH F. VERNI 1943 Chairman of the Board and Class II APS Trustee Until 2013. 3 years. Chairman of the Board since 2007 and Trustee since 2005. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). 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. Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee. |
| 2014-01-23 | RALPH F. VERNI 1943 Chairman of the Board and Trustee 2007 (Chairman); 2005 (Trustee) Class II Trustee until 2016. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). None |
| 2015-01-26 | RALPH F. VERNI 1943 Chairman of the Board and Trustee 2007 (Chairman) and 2005 (Trustee) Class II Trustee until 2016. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). None |
| 2016-01-28 | RALPH F. VERNI 1943 Chairperson of the Board and Trustee 2007 (Chairperson) and 2005 (Trustee) Class II Trustee until 2016. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). None |
| 2017-01-26 | RALPH F. VERNI 1943 Trustee 2005 Class II Trustee until 2019. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-05-27 | Ralph F. Verni Current ____ Consultant and private investor (since 2000). ___ Director of DOB: 1/26/43 Nominee Formerly, President and Chief Executive Officer, W.P. Carey & for Class Redwood Investment Systems, Inc. (software Company LLC III Trustee developer) (2000). Formerly, President and (manager of Chief Executive Officer, State Street Research real estate & Management (investment adviser), SSRM investment Holdings (parent of State Street Research & trusts) Management), and SSR Realty (institutional realty manager) (1992-2000). |
| 2006-05-26 | Consultant and private investor. Director of W.P. Carey & Company LLC (manager of real estate investment trusts). |
| 2007-05-31 | Consultant and private investor. |
| 2008-05-28 | RALPH F. VERNI Chairman of the Board and Class I APS Trustee Until 2009. Consultant and private investor. |
| 2009-05-27 | Consultant and private investor. |
| 2010-05-25 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director, New England Life. Formerly, Chairperson, New England Mutual Funds. Formerly, President and Chief Executive Officer, State Street Management & Research. |
| 2011-05-23 | Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992) of New England Life. |
| 2012-05-24 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2013-05-24 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2014-05-29 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. |
| 2015-05-29 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, Chairperson, New England Mutual Funds. Formerly, President and Chief Executive Officer, State Street Management & Research. |
| 2016-05-26 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly Chairperson of New England Mutual Funds and State Street Management & Research. Chartered Financial Analyst since 1977. |
| 2017-05-30 | Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-29 | Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). |
| 2006-06-30 | Consultant and private investor. |
| 2007-06-27 | Ralph F. Verni - Consultant and private investor. |
| 2008-06-25 | Consultant and private investor. |
| 2009-06-24 | Consultant and private investor. |
| 2010-06-23 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director, New England Life. |
| 2011-06-22 | Formerly Chief Investment Officer, CFO and Director of New England Life; Chairperson of New England Mutual Funds; President and CEO of State Street Management & Research. |
| 2012-06-25 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2013-06-28 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2014-06-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2015-06-26 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life, and President and CEO of State Street Management & Research. |
| 2016-06-27 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, President and Chief Executive Officer, State Street Management & Research. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-08-29 | Proxies will be voted for the election of the following Class I Trustee nominees: Benjamin C. Esty, James B. Hawkes, Ronald A. Pearlman and Ralph F. Verni. ... Messrs. Esty and Verni were recommended to the Governance Committee by one of the Independent Trustees. |
| 2006-08-29 | Ralph F. Verni DOB: 1/26/43 Class I Trustee* Until 2008. 3 years. Trustees since 2005. ... Messrs. Reamer (Chair), Hayes, Park, Verni and Ms. Stout serve on the Audit 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 ... Ralph F. Verni $1,785 from Fund, $180,000 from Fund Complex. |
| 2007-08-27 | Ralph F. Verni, Chairman and Class II Trustee, DOB: 1/26/43, Consultant and private investor, Trustee since 2005, Chairman of the Board since 2007. Compensation from Fund: $2,465. Serves on Audit, Special and Governance Committees. |
| 2008-08-25 | RALPH F. VERNI 1/26/43 Chairman of the Board, Class II Trustee and APS Trustee Until 2009. 3 years. Trustee since 2005; Chairman since 2007. Consultant and private investor. None. Messrs. Park (Chair) and Verni and Mmes. Steiger and Stout serve on the Audit Committee of the Board of Trustees of the Fund. Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman serve on the Contract Review Committee of the Board of Trustees of the Fund. Mmes. Stout (Chair) and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee of the Board of Trustees of the Fund. Aggregate Compensation from Fund: $2,007. |
| 2009-08-24 | RALPH F. VERNI Chairman of the Board, Class II APS Trustee Until 2009. Trustee since 2005; Chairman since 2007. Consultant and private investor. Committees: Messrs. Park (Chair) and Verni, and Mmes. Steiger and Stout serve on the Audit 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: Ralph F. Verni $1,742 from Fund for fiscal year ended June 30, 2009. |
| 2010-08-25 | RALPH F. VERNI Chairman of the Board and Class II APS Trustee Until 2012. Trustee since 2005; Chairman since 2007. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). Committees: Messrs. Park (Chair) and Verni, and Mmes. Steiger and Stout serve on the Audit Committee of the Board of Trustees of the Fund. Also: Messrs. Verni (Chair), Esty, Freedman, Park and Pearlman, and Ms. Peters serve on the Contract Review Committee. Also: Mmes. Stout (Chair), Peters and Steiger, and Messrs. Esty, Freedman, Park, Pearlman and Verni serve on the Governance Committee. Compensation: $2,248 from Fund. |
| 2012-08-23 | Ralph F. Verni 1943 Chairman of the Board and Class II APS Trustee Until 2012. 3 years. Trustee since 2005; Chairman since 2007. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). 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. Mmes. Stout (Chair), Peters and Taggart, and Messrs. Eston, Esty, Freedman, Park, Pearlman and Verni are members of the Governance Committee. Ralph F. Verni $2,565 $351,250 |
| 2013-08-23 | RALPH F. VERNI 1943 Chairman of the Board and Class II APS Trustee Until 2015. 3 years. Chairman since 2007 and Trustees since 2005. Consultant and private investor. Chairperson of the Contract Review Committee. 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. Freedman (Chair), Eston, Esty, Park, Pearlman and Verni, and Mmes. Peters, Stout and Taggart are members of the Governance Committee. Aggregate Compensation from Fund: $2,597. |
| 2014-08-28 | RALPH F. VERNI 1943 Chairman of the Board and Trustee 2007 (Chairman); 2005 (Trustee) Class II Trustee until 2015. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). None |
| 2015-08-28 | RALPH F. VERNI 1943 Chairman of the Board and Trustee 2007 (Chairman) and 2005 (Trustee) Class II Trustee until 2015. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). Formerly, Director, W.P. Carey, LLC (1998-2004) and First Pioneer Farm Credit Corp. (2002-2006). None |
| 2016-08-26 | RALPH F. VERNI 1943 Trustee 2005 Class II Trustee until 2018. Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-12-29 | Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). |
| 2006-12-29 | Consultant and private investor. |
| 2007-12-21 | Consultant and private investor. |
| 2008-12-29 | Consultant and private investor. |
| 2009-12-22 | Consultant and private investor. |
| 2010-12-21 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. |
| 2012-12-21 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, President and CEO of State Street Management & Research. |
| 2013-12-27 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. |
| 2014-12-29 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2015-12-28 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2016-12-29 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-04-27 | Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). |
| 2006-04-27 | Consultant and private investor (since 2000). |
| 2007-04-26 | Consultant and private investor. |
| 2007-06-27 | Consultant and private investor. |
| 2008-04-24 | Consultant and private investor. |
| 2009-04-22 | Consultant and private investor. |
| 2010-04-26 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director, New England Life. Formerly, Chairperson, New England Mutual Funds. Formerly, President and Chief Executive Officer, State Street Management & Research. |
| 2011-04-25 | Consultant and Private Investor. Formerly Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly President and CEO, State Street Management & Research. |
| 2012-04-23 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2013-04-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2014-04-28 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2015-04-24 | Formerly, Chief Investment Officer, Chief Financial Officer, Director, and Chairperson in financial institutions and mutual funds. |
| 2016-04-28 | Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life; President and CEO of State Street Management & Research. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-08-26 | Consultant and private investor (since 2000). Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). Formerly, President and Chief Executive Officer, State Street Research & Management (investment adviser), SSRM Holdings (parent of State Street Research & Management), and SSR Realty (institutional realty manager) (1992-2000). |
| 2006-08-28 | Consultant and private investor. |
| 2008-01-31 | Ralph F. Verni - Consultant and private investor. |
| 2008-06-25 | Consultant and private investor. |
| 2009-06-24 | Consultant and private investor. |
| 2010-06-23 | Consultant and private investor. Formerly Chief Investment Officer, Chief Financial Officer and Director, New England Life. Formerly President and Chief Executive Officer, State Street Management & Research. |
| 2011-06-22 | Formerly Chief Investment Officer, Chief Financial Officer and Director of New England Life and other financial institutions. |
| 2012-06-25 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2013-06-28 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2014-06-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2015-06-26 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer, and Director of New England Life and State Street Management & Research. |
| 2016-06-27 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2017-06-28 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2005-11-29 | Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). |
| 2006-12-13 | Consultant and private investor. |
| 2007-12-21 | Consultant and private investor. |
| 2008-12-29 | Consultant and private investor. |
| 2009-12-22 | Consultant and private investor. |
| 2010-12-21 | Former Chief Investment Officer, Chief Financial Officer and Director of New England Life and other financial institutions. |
| 2011-12-20 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2012-12-21 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2013-12-27 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. |
| 2014-12-29 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2015-12-28 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2016-12-29 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-02-27 | Consultant and private investor (since 2000). Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). Formerly, President and Chief Executive Officer, State Street Research & Management (investment adviser), SSRM Holdings (parent of State Street Research & Management), and SSR Realty (institutional realty manager) (1992-2000). |
| 2007-02-27 | Consultant and private investor. |
| 2008-02-29 | Consultant and private investor. Chairman of the Board since 2007 and Trustee since 2005. |
| 2009-02-23 | Consultant and private investor. |
| 2010-02-22 | Consultant and private investor. |
| 2011-02-22 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, President and Chief Executive Officer, State Street Management & Research. |
| 2012-02-22 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2013-02-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2014-02-27 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. |
| 2016-02-26 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, Chairperson, New England Mutual Funds. Formerly, President and CEO, State Street Management & Research. |
| 2017-02-27 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2006-02-27 | Consultant and private investor (since 2000). Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). Formerly, President and Chief Executive Officer, State Street Research & Management (investment adviser), SSRM Holdings (parent of State Street Research & Management), and SSR Realty (institutional realty manager) (1992-2000). |
| 2007-02-27 | Consultant and private investor. |
| 2008-02-29 | Consultant and private investor. Chairman of the Board since 2007 and Trustee since 2005. |
| 2009-02-23 | Consultant and private investor. |
| 2010-02-22 | Consultant and private investor. |
| 2011-02-22 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, President and Chief Executive Officer, State Street Management & Research. |
| 2012-02-22 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2013-02-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2014-02-27 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2016-02-26 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, President and Chief Executive Officer, State Street Management & Research. |
| 2017-02-27 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-06-27 | Consultant and private investor. |
| 2008-06-25 | Consultant and private investor. |
| 2009-06-24 | Consultant and private investor. |
| 2010-06-23 | Consultant and private investor. Formerly Chief Investment Officer, Chief Financial Officer, and Director at New England Life and State Street Management & Research. |
| 2011-06-22 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). Formerly, Chairperson, State Street Research Mutual Funds (1992-2000). |
| 2012-06-25 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2013-06-28 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2014-06-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2015-06-26 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. |
| 2016-06-27 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2017-06-28 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| Filing Date | Source Excerpt |
|---|---|
| 2006-02-27 | Consultant and private investor (since 2000). Formerly, President and Chief Executive Officer, Redwood Investment Systems, Inc. (software developer) (2000). Formerly, President and Chief Executive Officer, State Street Research & Management (investment adviser), SSRM Holdings (parent of State Street Research & Management), and SSR Realty (institutional realty manager) (1992-2000). |
| 2007-02-27 | Consultant and private investor. |
| 2008-02-29 | Consultant and private investor. Board and Chairman of the Board since 2007 and Trustee since 2005. |
| 2009-02-23 | Consultant and private investor. |
| 2010-02-22 | Consultant and private investor. |
| 2011-02-22 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2012-02-22 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2013-02-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2014-02-27 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. Formerly, President and CEO of State Street Management & Research. |
| 2015-02-27 | Mr. Verni was Chief Investment Officer, Chief Financial Officer, and Director at New England Life and held executive roles at State Street Management & Research. |
| 2016-02-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2017-02-27 | Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-06-27 | Ralph F. Verni - Consultant and private investor. |
| 2008-06-25 | Consultant and private investor. |
| 2009-06-23 | Consultant and private investor. |
| 2010-06-23 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director at New England Life and other financial institutions. |
| 2011-06-22 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2012-06-25 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, Chairperson, New England Mutual Funds (1982-1992). Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
| 2013-06-28 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2014-06-26 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2015-06-26 | Consultant and private investor. Formerly, Chief Investment Officer, Chief Financial Officer and Director of New England Life. |
| 2016-06-27 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. |
| 2017-06-28 | Consultant and private investor. Formerly, Chief Investment Officer (1982-1992), Chief Financial Officer (1988-1990) and Director (1982-1992), New England Life. Formerly, President and Chief Executive Officer, State Street Management & Research (1992-2000). |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-03-22