Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2017-05-30 | Consultant at GF Parish Group (executive recruiting firm). Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2018-05-30 | He has over 30 years of experience in the financial services industry in various leadership and executive roles. Mr. Wennerholm served as Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management from 2005-2011. He also served as Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management from 1997-2004 and was a Vice President at Fidelity Investments Institutional Services from 1994-1997. |
| 2019-05-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2020-05-22 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management... Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management... Formerly, Vice President at Fidelity Investments Institutional Services. |
| 2021-05-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2022-05-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2023-06-15 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-01-29 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2019. Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2019-02-22 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2019. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2020-01-23 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2022. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2020-11-25 | APPENDIX O Funds’ Trustees and Officers Trustees Thomas E. Faust Jr. Mark R. Fetting Cynthia E. Frost George J. Gorman Valerie A. Mosley William H. Park Helen Frame Peters Keith Quinton Marcus L. Smith Susan J. Sutherland Scott E. Wennerholm |
| 2021-01-25 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2022. Private investor. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2022-01-24 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2022. Chairperson of the Audit Committee. Compensation: California Fund $865, Municipal Fund $4,303, Total $398,375. |
| 2023-01-24 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2025. Private investor. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). |
| 2024-01-23 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2025. Chairperson of the Audit Committee. |
| 2025-01-27 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2025. Private investor. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). None. |
| Filing Date | Source Excerpt |
|---|---|
| 2017-05-30 | Consultant at GF Parish Group (executive recruiting firm). Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2018-05-30 | Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2019-05-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2020-05-22 | Mr. Wennerholm has over 30 years of experience in financial services in leadership and executive roles. |
| 2021-05-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2022-05-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management. |
| 2023-05-24 | Mr. Wennerholm served as Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management and other financial firms. |
| 2024-05-23 | Private investor. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-02-27 | Consultant at GF Parish Group (executive recruiting firm). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2018-02-27 | Formerly Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management and other financial firms. |
| 2019-02-22 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2020-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2021-02-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2022-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2023-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2024-02-23 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2025-02-27 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (1994-1997). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-01-26 | Consultant at GF Parish Group (executive recruiting firm). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2018-01-29 | Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2019-01-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management. |
| 2020-01-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2020-11-25 | Trustees: Thomas E. Faust Jr., Mark R. Fetting, Cynthia E. Frost, George J. Gorman, Valerie A. Mosley, William H. Park, Helen Frame Peters, Keith Quinton, Marcus L. Smith, Susan J. Sutherland, Scott E. Wennerholm |
| 2021-02-26 | Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management... Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management. |
| 2022-01-24 | Mr. Wennerholm served as COO and EVP at BNY Mellon Asset Management and other financial firms. |
| 2023-01-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management and other investment management firms. |
| 2024-01-23 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2025-01-27 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-11-27 | Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2018-11-26 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2019-11-22 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2020-12-18 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management... Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management. |
| 2021-11-22 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2022-11-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2023-11-22 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2024-11-26 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-05-30 | Consultant at GF Parish Group (executive recruiting firm). Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2018-05-30 | He has over 30 years of experience in the financial services industry in various leadership and executive roles. Mr. Wennerholm served as Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management from 2005-2011. He also served as Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management from 1997-2004 and was a Vice President at Fidelity Investments Institutional Services from 1994-1997. |
| 2019-05-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2020-05-22 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management... Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management... Formerly, Vice President at Fidelity Investments Institutional Services. |
| 2021-05-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2022-05-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2023-05-24 | Mr. Wennerholm served as Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management and other financial firms. |
| 2024-06-20 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-01-26 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2019. Consultant at GF Parish Group (executive recruiting firm). Trustee at Wheelock College (postsecondary institution) (since 2012). |
| 2018-01-29 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2019. Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2019-02-22 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2019. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2020-11-25 | APPENDIX O Funds’ Trustees and Officers Trustees Thomas E. Faust Jr. Mark R. Fetting Cynthia E. Frost George J. Gorman Valerie A. Mosley William H. Park Helen Frame Peters Keith Quinton Marcus L. Smith Susan J. Sutherland Scott E. Wennerholm |
| 2021-01-25 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2022. Private investor. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). |
| 2022-01-24 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2022. Private investor. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2023-01-24 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2025. Private investor. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). None |
| 2024-01-23 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2025. Chairperson of the Audit Committee. |
| 2025-01-27 | Scott E. Wennerholm 1959 Trustee 2016 Class II Trustee until 2025. Private investor. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-05-30 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2018-05-30 | Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2019-05-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2020-05-22 | Formerly Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management and other financial firms. |
| 2021-05-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2022-05-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management. |
| 2023-06-15 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management and other investment management firms. |
| Filing Date | Source Excerpt |
|---|---|
| 2018-06-28 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2019-06-21 | Mr. Wennerholm has over 30 years of experience in the financial services industry in various leadership and executive roles, including Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management. |
| 2020-06-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2021-07-22 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2022-06-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2023-06-26 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2024-06-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| Filing Date | Source Excerpt |
|---|---|
| 2016-08-26 | SCOTT E. WENNERHOLM 1959 Trustee effective 9/1/2016 - Class II Trustee until 2018. Consultant at GF Parish Group (executive recruiting firm). Trustee at Wheelock College (postsecondary institution) (since 2012). |
| 2017-08-28 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2018. Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2019-08-23 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Class II Trustee until 2021. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2020-11-25 | Scott E. Wennerholm, Trustee |
| 2021-05-25 | Scott E. Wennerholm listed as Trustee in Appendix D |
| 2021-08-26 | SCOTT E. WENNERHOLM 1959 Trustee 2016 Chairperson of the Audit Committee. He has over 30 years of experience in the financial services industry in various leadership and executive roles. |
| 2022-08-25 | Scott E. Wennerholm (1959) is Trustee since 2016, Chairperson of the Audit Committee. He has over 30 years of experience in financial services. He serves on the Audit Committee, Contract Review Committee, Portfolio Management Committee, and Governance Committee. Compensation from Fund: $1,484. |
| 2024-08-23 | Scott E. Wennerholm 1959 Trustee 2016 Class II Trustee until 2024. Private investor. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| Filing Date | Source Excerpt |
|---|---|
| 2016-12-29 | Consultant at GF Parish Group (executive recruiting firm). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2017-12-28 | Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2018-12-20 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2019-12-23 | Mr. Wennerholm served as COO and EVP at BNY Mellon Asset Management and other financial firms. |
| 2020-12-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2021-03-25 | Scott E. Wennerholm |
| 2021-12-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management... Formerly, Vice President at Fidelity Investments Institutional Services. |
| 2022-12-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2023-12-22 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2024-12-30 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (1994-1997). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-04-27 | Consultant at GF Parish Group (executive recruiting firm). Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2018-04-26 | Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). |
| 2019-06-21 | Former COO and EVP at BNY Mellon Asset Management; COO and CFO at Natixis Global Asset Management. |
| 2020-06-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2021-06-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2022-06-23 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2023-06-26 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2024-06-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-06-28 | Consultant at GF Parish Group (executive recruiting firm). Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2018-06-28 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2019-06-21 | Mr. Wennerholm served as Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management and other financial firms. |
| 2020-06-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2021-06-23 | Former COO and Executive Vice President at BNY Mellon Asset Management, former COO and CFO at Natixis Global Asset Management. |
| 2022-06-23 | Mr. Wennerholm has served as a member of the Eaton Vance Fund Boards since 2016 and is the Chairperson of the Audit Committee. He has over 30 years of experience in the financial services industry in various leadership and executive roles. |
| 2023-06-26 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). |
| 2024-06-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| Filing Date | Source Excerpt |
|---|---|
| 2016-12-29 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2017-12-28 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2018-12-20 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2019-12-23 | Mr. Wennerholm served as Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management and other financial firms. |
| 2020-12-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management. Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management. |
| 2021-12-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2022-12-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2023-12-22 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). Vice President at Fidelity Investments Institutional Services (1994-1997). |
| 2024-12-30 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (1994-1997). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-02-27 | Consultant at GF Parish Group (executive recruiting firm). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2018-02-27 | Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2019-02-22 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2020-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2021-02-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management. |
| 2022-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management... Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management. |
| 2023-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2024-02-23 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2025-02-27 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (1994-1997). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-02-27 | Consultant at GF Parish Group (executive recruiting firm). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2018-02-27 | Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2019-02-22 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2020-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2021-02-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). |
| 2022-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2023-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2024-02-23 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2025-02-27 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (1994-1997). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-06-28 | Consultant at GF Parish Group (executive recruiting firm). Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2018-06-28 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2019-06-21 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2020-06-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2021-06-23 | Former COO and EVP at BNY Mellon Asset Management; former COO and CFO at Natixis Global Asset Management. |
| 2022-06-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2023-06-26 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2024-06-24 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-02-27 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2018-02-27 | Trustee at Wheelock College (postsecondary institution) (since 2012). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2019-02-22 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2020-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2021-02-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (1997-2004). |
| 2022-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management... Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management. |
| 2023-02-24 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2024-02-23 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2025-02-27 | Private investor. Formerly, Trustee at Wheelock College (postsecondary institution) (2012-2018). Formerly, Consultant at GF Parish Group (executive recruiting firm) (2016-2017). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| Filing Date | Source Excerpt |
|---|---|
| 2017-06-28 | Consultant at GF Parish Group (executive recruiting firm). Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2018-06-28 | Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2019-06-21 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). Formerly, Vice President at Fidelity Investments Institutional Services (investment management firm) (1994-1997). |
| 2020-06-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2021-06-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2022-06-23 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
| 2023-06-26 | Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). Formerly, Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management (investment management firm) (1997-2004). |
| 2024-06-24 | Private investor. Formerly, Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management (investment management firm) (2005-2011). |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-03-22