Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2007-05-31 | President of Eaton Vance Corp., Boston Management and Research (BMR), Eaton Vance Management (EVM or Eaton Vance) and Eaton Vance, Inc. (EV), and Director of EVC and EVD. Chief Investment Officer of EVC, EVM and BMR. |
| 2008-05-28 | THOMAS E. FAUST JR. Class II Trustee Until 2010. Chairman, Chief Executive Officer and President of Eaton Vance Corp. President of Eaton Vance, Inc. and Chief Executive Officer and President of Eaton Vance Management. |
| 2009-05-27 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). |
| 2010-05-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director of EVC. Formerly, Trustee of Eaton Vance Credit Opportunities Fund (2007-2010), Eaton Vance Insured Florida Plus Municipal Bond Fund (2007-2008) and Eaton Vance National Municipal Income Trust (2007-2009). |
| 2011-05-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Holds a B.S. in Mechanical Engineering and Economics from MIT and an MBA from Harvard Business School. |
| 2012-05-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-05-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2014-05-29 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-05-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp., Director and President of Eaton Vance, Inc., Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research, and Director of Eaton Vance Distributors, Inc. Trustee and/or officer of 178 registered investment companies managed by Eaton Vance or BMR. |
| 2016-05-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-05-30 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-05-30 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-05-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-05-22 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2020-11-25 | The Directors of EVC are Thomas E. Faust Jr., Ann E. Berman, Leo I. Higdon, Jr., Paula A. Johnson, Brian D. Langstraat, Dorothy E. Puhy, Winthrop H. Smith, Jr. and Richard A. Spillane, Jr. |
| 2021-05-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-05-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2023-06-15 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2008-01-28 | Thomas E. Faust Jr. DOB: 5/31/58 Class II Trustee Until 2010. 2 years. Trustee since 2007. President and Chief Executive Officer of Eaton Vance Corp., Boston Management and Research, and Eaton Vance Management, and Director of Eaton Vance Distributors, Inc. Trustee and/or officer of 171 registered investment companies. Compensation not stated. |
| 2009-01-26 | THOMAS E. FAUST JR. Class II Trustee Until 2010. Chairman, Chief Executive Officer and President of Eaton Vance Corp. 173 Director of EVC 5/31/58 3 years. Trustee since 2007. ...Interested Trustee...Thomas E. Faust Jr. is an "interested person" (as defined in the Investment Company Act of 1940 (the "1940 Act")) by reason of his affiliation with EVM, each Fund's investment adviser, and EVC, a publicly-held holding company, which owns all the outstanding shares of EVM and of EVM's trustee, EV...Mr. Faust holds positions with other Eaton Vance affiliates that are comparable to his position with Eaton Vance listed above. |
| 2010-01-25 | THOMAS E. FAUST JR. Class II Until 2010. Chairman, Chief Executive Officer and President of Eaton Vance Corp. Trustee 3 years. Trustee since 2007. Director of EVC. Trustee and/or officer of 178 registered investment companies and 4 private investment companies managed by Eaton Vance or BMR. |
| 2011-01-26 | Thomas E. Faust Jr. has served as a Trustee since 2007. He is Chairman, Chief Executive Officer and President of Eaton Vance Corp. For the calendar year ended December 31, 2010, the Trustees earned $230,000 in their capacities as Trustees of the funds in the Eaton Vance Fund Complex. |
| 2012-01-26 | Thomas E. Faust Jr. Class II Trustee Interested Trustee Chairman, Chief Executive Officer and President of Eaton Vance Corp. No committee memberships listed. Compensation not stated. |
| 2013-01-25 | THOMAS E. FAUST JR. 1958 Class II Trustee Until 2013. 3 years. Trustee since 2007. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 189 registered investment companies managed by Eaton Vance or BMR. Director of EVC and Hexavest Inc. |
| 2014-01-23 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2016. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 182 registered investment companies managed by Eaton Vance or BMR. Director of EVC and Hexavest Inc. |
| 2015-01-26 | THOMAS E. FAUST JR. 1958 Trustee 2007 Interested Trustee Mr. Faust is an “interested person” (as defined in the 1940 Act) by reason of his affiliation with EVM, each Fund’s investment adviser, and EVC, a publicly-held holding company, which owns all the outstanding shares of EVM and of EVM’s trustee, EV. Mr. Faust is Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). |
| 2016-01-28 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2016. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD) and Eaton Vance Management (International) Limited (EVMI). Trustee and/or officer of 174 registered investment companies managed by Eaton Vance, EVMI or BMR. |
| 2017-01-26 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2019. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD) and Eaton Vance Management (International) Limited (EVMI). Trustee and/or officer of 176 registered investment companies managed by Eaton Vance, EVMI or BMR. Director of EVC and Hexavest Inc. (investment management firm). |
| 2018-01-29 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2019. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 177 registered investment companies managed by Eaton Vance or BMR. Director of EVC and Hexavest Inc. (investment management firm). |
| 2019-02-22 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2019. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 175 registered investment companies managed by Eaton Vance or BMR. |
| 2020-01-23 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2022. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 159 registered investment companies managed by Eaton Vance or BMR. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer ... All of the Funds’ officers, as well as Thomas E. Faust Jr., a Trustee who is an “interested” (as defined in the 1940 Act) person of the Funds, are employees of Eaton Vance or its affiliates. |
| 2021-01-25 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2022. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (“EVC”), Director and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management (“EVM” or “Eaton Vance”) and Boston Management and Research (“BMR”), and Director of Eaton Vance Distributors, Inc. (“EVD”). Trustee and/or officer of 143 registered investment companies managed by Eaton Vance or BMR. Director of EVC and Hexavest Inc. (investment management firm). |
| 2022-01-24 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2022. Chairman of Morgan Stanley Investment Management, Inc. (MSIM), member of the Board of Managers and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Formerly, Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC). Mr. Faust is an interested person because of his positions with MSIM, BMR, Eaton Vance, EVD and EV, which are affiliates of the Fund, and his former position with EVC, which was an affiliate of the Fund prior to March 1, 2021. |
| 2023-01-24 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2025. Chairman of Morgan Stanley Investment Management, Inc. ("MSIM"), member of the Board of Managers and President of Eaton Vance, Inc. ("EV") (since 2021), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"). Mr. Faust is an interested person because of his positions with MSIM, BMR, Eaton Vance and EV, which are affiliates of the Fund. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-30 | President of Eaton Vance Corp. (EVC), Boston Management and Research (BMR), Eaton Vance Management (EVM) and Eaton Vance, Inc. (EV), and Director of Eaton Vance Distributors, Inc. (EVD). Chief Investment Officer of EVC, EVM and BMR. |
| 2008-05-28 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). |
| 2009-05-27 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). |
| 2010-05-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2011-05-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds a B.S. in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from the Harvard Business School. |
| 2012-05-24 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 181 registered investment companies managed by Eaton Vance or BMR. Holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2013-05-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-05-29 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-05-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp., Director and President of Eaton Vance, Inc., Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research, and Director of Eaton Vance Distributors, Inc. Trustee and/or officer of 178 registered investment companies managed by Eaton Vance or BMR. |
| 2016-05-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-05-30 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-05-30 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-05-23 | Mr. Faust has served as a Director of Hexavest Inc. since 2012 and of SigFig Wealth Management LLC since 2016. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-05-22 | Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. He has been a Chartered Financial Analyst since 1988. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer |
| 2021-05-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-05-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2023-05-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-08-27 | President of Eaton Vance Corp., Boston Management and Research, Eaton Vance Management and Eaton Vance, Inc. Chief Investment Officer of EVC, EVM and BMR. |
| 2008-08-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Vice President and Director of Eaton Vance Distributors, Inc. (EVD). |
| 2009-02-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2010-02-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. and Vice President of Risk-Managed Diversified Equity Income Fund. |
| 2011-02-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). |
| 2013-02-26 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Mr. Faust has served as a Director of Hexavest Inc. since 2012. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-02-27 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2015-02-27 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2016-02-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-02-27 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-02-27 | Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-02-22 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-02-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | The Directors of EVC are Thomas E. Faust Jr., Ann E. Berman, Leo I. Higdon, Jr., Paula A. Johnson, Brian D. Langstraat, Dorothy E. Puhy, Winthrop H. Smith, Jr. and Richard A. Spillane, Jr. |
| 2021-02-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-02-24 | Mr. Faust is an interested person because of his positions with MSIM, BMR, Eaton Vance, EVD and EV, which are affiliates of the Fund, and his former position with EVC, which was an affiliate of the Fund prior to March 1, 2021. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2023-02-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2008-01-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp., President of Eaton Vance, Inc., Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research, and Director of Eaton Vance Distributors, Inc. |
| 2009-01-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director and President of Eaton Vance, Inc. and Eaton Vance Management. |
| 2010-01-26 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2011-01-26 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director and President of Eaton Vance, Inc. Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research. |
| 2012-01-26 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Mr. Faust holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-01-25 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-01-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2015-01-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2016-01-28 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-01-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2018-01-29 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-01-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-01-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | The Directors of EVC are Thomas E. Faust Jr., Ann E. Berman, Leo I. Higdon, Jr., Paula A. Johnson, Brian D. Langstraat, Dorothy E. Puhy, Winthrop H. Smith, Jr. and Richard A. Spillane, Jr. |
| 2021-02-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-01-24 | Mr. Faust is Chairman of Morgan Stanley Investment Management, Inc., President of Eaton Vance, Inc., CEO and President of Eaton Vance Management, and has degrees in Mechanical Engineering and Economics but no mention of programming or software engineering. |
| 2023-01-24 | Mr. Faust has been a Chartered Financial Analyst since 1988. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-12-21 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors (EVD). |
| 2008-12-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2009-12-22 | Thomas E. Faust Jr. - Chairman, Chief Executive Officer and President of Eaton Vance Corp. and related executive roles. |
| 2010-12-21 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director and President of Eaton Vance, Inc. Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research, and Director of Eaton Vance Distributors, Inc. |
| 2011-11-22 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2012-11-29 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2013-11-27 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-11-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-11-25 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2016-11-28 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (“EVC”), Director and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD) and Eaton Vance Management (International) Limited (EVMI). Trustee and/or officer of 176 registered investment companies managed by Eaton Vance, EVMI or BMR. |
| 2017-11-27 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-11-26 | Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. He is currently Chairman, Chief Executive Officer and President of EVC, Director and President of EV, Chief Executive Officer and President of Eaton Vance and BMR, and Director of EVD. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-11-22 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer |
| 2020-12-18 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2021-11-22 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-11-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-31 | President of Eaton Vance Corp., Boston Management and Research, Eaton Vance Management and Eaton Vance, Inc. (EVC, BMR, EVM, EV). Chief Investment Officer and director of multiple investment companies. |
| 2008-05-28 | THOMAS E. FAUST JR. Class II Trustee Until 2010. Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2009-05-27 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). |
| 2010-05-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director of EVC. Formerly, Trustee of Eaton Vance Credit Opportunities Fund (2007-2010), Eaton Vance Insured Florida Plus Municipal Bond Fund (2007-2008) and Eaton Vance National Municipal Income Trust (2007-2009). |
| 2011-05-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Holds a B.S. in Mechanical Engineering and Economics from MIT and an MBA from Harvard Business School. |
| 2012-05-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-05-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2014-05-29 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-05-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp., Director and President of Eaton Vance, Inc., Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research, and Director of Eaton Vance Distributors, Inc. Trustee and/or officer of 178 registered investment companies managed by Eaton Vance or BMR. |
| 2016-05-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-05-30 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-05-30 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-05-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-05-22 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2020-11-25 | The Directors of EVC are Thomas E. Faust Jr., Ann E. Berman, Leo I. Higdon, Jr., Paula A. Johnson, Brian D. Langstraat, Dorothy E. Puhy, Winthrop H. Smith, Jr. and Richard A. Spillane, Jr. |
| 2021-05-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-05-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2023-05-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2008-01-28 | Thomas E. Faust Jr. DOB: 5/31/58 Class II Trustee Until 2010. 2 years. Trustee since 2007. President and Chief Executive Officer of Eaton Vance Corp. (EVC), Boston Management and Research (BMR) and Eaton Vance Management (EVM or Eaton Vance), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 171 registered investment companies and 5 private investment companies managed by Eaton Vance or BMR. Director of EVC. |
| 2009-01-26 | THOMAS E. FAUST JR. Class II Trustee Until 2010. Chairman, Chief Executive Officer and President of Eaton Vance Corp. 173 Director of EVC 5/31/58 3 years. Trustee since 2007. ...Interested Trustee Thomas E. Faust Jr. is an interested person (as defined in the Investment Company Act of 1940 (the 1940 Act)) by reason of his affiliation with EVM, each Funds investment adviser, and EVC, a publicly-held holding company, which owns all the outstanding shares of EVM and of EVMs trustee, EV. (EVM, EVC, and their affiliates are sometimes referred to collectively as the Eaton Vance Organization.) Mr. Faust holds positions with other Eaton Vance affiliates that are comparable to his position with Eaton Vance listed above. |
| 2010-01-25 | THOMAS E. FAUST JR. Class II Until 2010. Chairman, Chief Executive Officer and President of Eaton Vance Corp. Trustee 3 years. Trustee since 2007. Director of EVC. Trustee and/or officer of 178 registered investment companies and 4 private investment companies managed by Eaton Vance or BMR. |
| 2011-01-26 | Thomas E. Faust Jr. has served as a Trustee since 2007. He is Chairman, Chief Executive Officer and President of Eaton Vance Corp. For the calendar year ended December 31, 2010, the Trustees earned $230,000 in their capacities as Trustees of the funds in the Eaton Vance Fund Complex. |
| 2012-01-26 | Thomas E. Faust Jr. Class II Trustee Until 2013. 3 years. Chairman, CEO and President of Eaton Vance Corp. Interested Trustee. No committee memberships listed. Compensation not stated. |
| 2013-01-25 | THOMAS E. FAUST JR. 1958 Class II Trustee Until 2013. 3 years. Trustee since 2007. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 189 registered investment companies managed by Eaton Vance or BMR. Director of EVC and Hexavest Inc. |
| 2014-01-23 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2016. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 182 registered investment companies managed by Eaton Vance or BMR. Director of EVC and Hexavest Inc. |
| 2015-01-26 | THOMAS E. FAUST JR. 1958 Trustee 2007 Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 178 registered investment companies managed by Eaton Vance or BMR. |
| 2016-01-28 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2016. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD) and Eaton Vance Management (International) Limited (EVMI). Trustee and/or officer of 174 registered investment companies managed by Eaton Vance, EVMI or BMR. |
| 2017-01-26 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2019. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD) and Eaton Vance Management (International) Limited (EVMI). Trustee and/or officer of 176 registered investment companies managed by Eaton Vance, EVMI or BMR. Director of EVC and Hexavest Inc. (investment management firm). |
| 2018-01-29 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2019. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 177 registered investment companies managed by Eaton Vance or BMR. Director of EVC and Hexavest Inc. (investment management firm). |
| 2019-02-22 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2019. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (“EVC”), Director and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management (“EVM” or “Eaton Vance”) and Boston Management and Research (“BMR”), and Director of Eaton Vance Distributors, Inc. (“EVD”). |
| 2020-01-23 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2022. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 159 registered investment companies managed by Eaton Vance or BMR. Director of EVC and Hexavest Inc. (investment management firm). |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer ... All of the Funds’ officers, as well as Thomas E. Faust Jr., a Trustee who is an “interested” (as defined in the 1940 Act) person of the Funds, are employees of Eaton Vance or its affiliates. |
| 2021-01-25 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2022. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 143 registered investment companies managed by Eaton Vance or BMR. |
| 2022-01-24 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2022. Chairman of Morgan Stanley Investment Management, Inc. ("MSIM"), member of the Board of Managers and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). Formerly, Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"). Mr. Faust is an interested person because of his positions with MSIM, BMR, Eaton Vance, EVD and EV, which are affiliates of the Fund, and his former position with EVC, which was an affiliate of the Fund prior to March 1, 2021. |
| 2023-01-24 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class II Trustee until 2025. Chairman of Morgan Stanley Investment Management, Inc. ("MSIM"), member of the Board of Managers and President of Eaton Vance, Inc. ("EV") (since 2021), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"). Formerly, Chairman, Chief Executive Officer (2007-2021) and President (2006-2021) of Eaton Vance Corp. ("EVC") and Director of Eaton Vance Distributors, Inc. ("EVD") (2007-2022). Mr. Faust is an interested person because of his positions with MSIM, BMR, Eaton Vance and EV, which are affiliates of the Fund. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-31 | President of Eaton Vance Corp., Boston Management and Research, Eaton Vance Management and Eaton Vance, Inc. (EVC, EVM, EV). Chief Investment Officer and Director of multiple investment companies. |
| 2008-05-28 | THOMAS E. FAUST JR. Class II Trustee Until 2010. Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2009-05-27 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). |
| 2010-05-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director of EVC. Formerly, Trustee of Eaton Vance Credit Opportunities Fund (2007-2010), Eaton Vance Insured Florida Plus Municipal Bond Fund (2007-2008) and Eaton Vance National Municipal Income Trust (2007-2009). |
| 2011-05-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Holds a B.S. in Mechanical Engineering and Economics from MIT and an MBA from Harvard Business School. |
| 2012-05-24 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-05-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2014-05-29 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-05-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp., Director and President of Eaton Vance, Inc., Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research, and Director of Eaton Vance Distributors, Inc. Trustee and/or officer of 178 registered investment companies managed by Eaton Vance or BMR. |
| 2016-05-26 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (“EVC”), Director and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research, and Director of Eaton Vance Distributors, Inc. and Eaton Vance Management (International) Limited. Previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance. Holds B.S. degrees in Mechanical Engineering and Economics from MIT and an MBA from Harvard Business School. |
| 2017-05-30 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-05-30 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-05-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-05-22 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer |
| 2021-05-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-05-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2023-06-15 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-06-27 | Thomas E. Faust Jr. - President of Eaton Vance Corp., Boston Management and Research, Eaton Vance Management, and Eaton Vance, Inc. Director of Eaton Vance Distributors, Inc. |
| 2008-06-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). |
| 2009-06-24 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2010-06-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. and related executive roles. |
| 2011-06-22 | Mr. Faust has been a Chartered Financial Analyst since 1988 and holds a B.S. in Mechanical Engineering and Economics from MIT and an MBA from Harvard Business School. |
| 2012-06-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Mr. Faust holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-06-28 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-06-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-06-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2016-06-27 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2017-06-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-06-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-06-21 | Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. He is currently Chairman, Chief Executive Officer and President of EVC, Director and President of EV, Chief Executive Officer and President of Eaton Vance and BMR, and Director of EVD. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-06-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | The Directors of EVC are Thomas E. Faust Jr., Ann E. Berman, Leo I. Higdon, Jr., Paula A. Johnson, Brian D. Langstraat, Dorothy E. Puhy, Winthrop H. Smith, Jr. and Richard A. Spillane, Jr. |
| 2021-07-22 | Mr. Faust has been a Chartered Financial Analyst since 1988. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-06-23 | Chairman of Morgan Stanley Investment Management, Inc. (“MSIM”), member of the Board of Managers and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management (“EVM” or “Eaton Vance”) and Boston Management and Research (“BMR”), and Director of Eaton Vance Distributors, Inc. (“EVD”). |
| 2023-06-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-08-27 | Thomas E. Faust Jr., Class I Trustee, DOB: 5/31/58, President of Eaton Vance Corp., Trustee since 2007. No compensation from Fund stated. |
| 2008-08-25 | THOMAS E. FAUST JR. 5/31/58 Class I Trustee Until 2008. 1 year. Trustee since 2007. Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). Trustee and/or officer of 177 registered investment companies and 5 private investment companies managed by Eaton Vance or BMR. Director of EVC |
| 2009-08-24 | THOMAS E. FAUST JR. Class I Trustee Until 2011. 3 years. Trustee since 2007. Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director of EVC, Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). Trustee and/or officer of 175 registered investment companies and 4 private investment companies managed by Eaton Vance or BMR. |
| 2010-08-25 | THOMAS E. FAUST JR. Class I Trustee Until 2011. Trustee since 2007. Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). Trustee and/or officer of 183 registered investment companies and 3 private investment companies managed by Eaton Vance or BMR. Compensation: $1,591 from Fund. |
| 2012-08-23 | Thomas E. Faust Jr. 1958 Class I Trustee Until 2014. 3 years. Since 2007. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 182 registered investment companies managed by Eaton Vance or BMR. Director of EVC. |
| 2013-08-23 | THOMAS E. FAUST JR. 1958 Class I Trustee Until 2014. 3 years. Since 2007. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 186 registered investment companies managed by Eaton Vance or BMR. Director of EVC and Hexavest Inc. |
| 2014-08-28 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class I Trustee until 2014. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 177 registered investment companies managed by Eaton Vance or BMR. |
| 2015-08-28 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class I Trustee until 2017. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 178 registered investment companies managed by Eaton Vance or BMR. |
| 2016-08-26 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class I Trustee until 2017. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD) and Eaton Vance Management (International) Limited (EVMI). Trustee and/or officer of 175 registered investment companies managed by Eaton Vance, EVMI or BMR. Director of EVC and Hexavest Inc. (investment management firm). |
| 2017-08-28 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class I Trustee until 2017. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD) and Eaton Vance Management (International) Limited (EVMI). Trustee and/or officer of 176 registered investment companies managed by Eaton Vance, EVMI or BMR. |
| 2018-08-27 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class I Trustee until 2020. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 174 registered investment companies managed by Eaton Vance or BMR. |
| 2019-08-23 | THOMAS E. FAUST JR. 1958 Trustee 2007 Class I Trustee until 2020. Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 164 registered investment companies managed by Eaton Vance or BMR. |
| 2020-11-25 | Thomas E. Faust Jr., a Trustee who is an “interested” (as defined in the 1940 Act) person of the Funds |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer |
| 2021-05-25 | Thomas E. Faust Jr., President and Chief Executive Officer Eaton Vance Management |
| 2021-08-26 | THOMAS E. FAUST JR. 1958 Trustee 2007 Chairman of Morgan Stanley Investment Management, Inc. (“MSIM”), member of the Board of Managers and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management (“EVM” or “Eaton Vance”) and Boston Management and Research (“BMR”), and Director of Eaton Vance Distributors, Inc. (“EVD”). |
| 2022-08-25 | Thomas E. Faust Jr. (1958) is Trustee since 2007, Interested Trustee, Chairman of Morgan Stanley Investment Management, Inc., CEO and President of Eaton Vance Management, and Director of Eaton Vance Distributors, Inc. He is an interested person due to his positions with affiliates of the Fund. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-12-21 | President and Chief Executive Officer and President of Eaton Vance Corp., Eaton Vance Management, Boston Management and Research, and Eaton Vance, Inc. |
| 2008-12-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. and related positions; no technical or programming background mentioned. |
| 2009-12-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director of EVC, Director and President of Eaton Vance, Inc., Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research. |
| 2010-12-21 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2011-12-20 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2012-12-21 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ... Mr. Faust has served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from MIT and an MBA from Harvard Business School. |
| 2013-12-27 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-12-29 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-12-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2016-12-29 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-12-28 | Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-12-20 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-12-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | The Directors of EVC are Thomas E. Faust Jr., Ann E. Berman, Leo I. Higdon, Jr., Paula A. Johnson, Brian D. Langstraat, Dorothy E. Puhy, Winthrop H. Smith, Jr. and Richard A. Spillane, Jr. |
| 2020-12-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2021-03-25 | Thomas E. Faust, Jr., President & Chief Executive Officer |
| 2021-12-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-12-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-04-26 | President of Eaton Vance Corp. (EVC), Eaton Vance Management (EVM or Eaton Vance), Boston Management and Research (BMR) and Eaton Vance, Inc. (EV); and Director of Eaton Vance Distributors, Inc. (EVD). Chief Investment Officer of EVC, Eaton Vance and BMR. |
| 2007-06-27 | President of Eaton Vance Corp. (EVC), Boston Management and Research (BMR), Eaton Vance Management (EVM) and Eaton Vance, Inc. (EV), and Director of Eaton Vance Distributors, Inc. (EVD). Chief Investment Officer of EVC, EVM and BMR. |
| 2008-04-24 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). |
| 2009-04-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2010-04-26 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director and President of Eaton Vance, Inc. Chief Executive Officer and President of Eaton Vance Management. |
| 2011-04-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director and President of Eaton Vance, Inc. Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research, and Director of Eaton Vance Distributors, Inc. |
| 2012-04-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-04-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-04-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-04-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2016-04-28 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-04-27 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-04-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-06-21 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. and related investment management roles; degrees in Mechanical Engineering and Economics but no mention of programming or software engineering. |
| 2020-06-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer |
| 2021-06-23 | Mr. Faust previously served as Chairman and Chief Executive Officer of EVC from 2007 through March 1, 2021 and as President of EVC from 2006 through March 1, 2021. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. |
| 2022-06-23 | Chairman of Morgan Stanley Investment Management, Inc. (“MSIM”), member of the Board of Managers and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management (“EVM” or “Eaton Vance”) and Boston Management and Research (“BMR”), and Director of Eaton Vance Distributors, Inc. (“EVD”). |
| 2023-06-26 | Mr. Faust also previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2008-01-31 | Thomas E. Faust Jr. - President of Eaton Vance Corp., Boston Management and Research, Eaton Vance Management, and Eaton Vance, Inc. |
| 2008-06-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. and Vice President since 2003. Trustee since 2007. |
| 2009-06-24 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2010-06-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. and related executive roles. |
| 2011-06-22 | Mr. Faust has served as a Trustee in the Eaton Vance Group of Funds since 2007. He holds a B.S. in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from the Harvard Business School. |
| 2012-06-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ... He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-06-28 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-06-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-06-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2016-06-27 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2017-06-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-06-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-06-21 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-06-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer |
| 2021-06-23 | Chairman of Morgan Stanley Investment Management, Inc., President of Eaton Vance, Inc., CEO and President of Eaton Vance Management, former equity analyst and portfolio manager. |
| 2022-06-23 | Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. Effective March 1, 2021, he is Chairman of MSIM. He is also a member of the Board of Managers and President of EV, Chief Executive Officer and President of Eaton Vance and BMR, and Director of EVD. Mr. Faust previously served as Chairman and Chief Executive Officer of EVC from 2007 through March 1, 2021 and as President of EVC from 2006 through March 1, 2021. Mr. Faust served as a Director of Hexavest Inc. from 2012-2021. From 2016 through 2019, Mr. Faust served as a Director of SigFig Wealth Management LLC. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2023-06-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2004-11-29 | Executive Vice President of Eaton Vance, BMR, EVC and EV; Chief Investment Officer of Eaton Vance and BMR. |
| 2007-12-21 | Chairman of Eaton Vance Corp. (EVC), President Eaton Vance, and Vice President since 2004. Chief Executive Officer and President of EVC, Boston Management and Research (BMR) and Eaton Vance Management (EVM or Eaton Vance) and Director of Eaton Vance Distributors, Inc. (EVD). |
| 2008-12-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director and President of Eaton Vance, Inc. and related entities. |
| 2009-12-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. |
| 2010-12-21 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. and related entities. |
| 2011-12-20 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM) and Boston Management and Research (BMR). |
| 2012-12-21 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Mr. Faust holds B.S. degrees in Mechanical Engineering and Economics from MIT and an MBA from Harvard Business School. |
| 2013-12-27 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-12-29 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-12-28 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2016-12-29 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-12-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-12-20 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-12-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer Eaton Vance Management |
| 2020-12-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2021-12-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2022-12-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2008-02-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp., President of Eaton Vance, Inc., Chief Executive Officer and President of Eaton Vance Management, and Director of Eaton Vance Distributors, Inc. |
| 2009-02-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ... Director and President of Eaton Vance, Inc. ... Chief Executive Officer and President of Eaton Vance Management ... Trustee and/or officer of 173 registered investment companies and 4 private investment companies managed by Eaton Vance or BMR. |
| 2010-02-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). |
| 2011-02-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. and related entities. |
| 2012-02-22 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-02-26 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 183 registered investment companies managed by Eaton Vance or BMR. Mr. Faust has served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-02-27 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-02-27 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2016-02-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-02-27 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-02-27 | Mr. Faust has served as a Director of Hexavest Inc. since 2012 and of SigFig Wealth Management LLC since 2016. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-02-22 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-02-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer Eaton Vance Management |
| 2021-02-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-02-24 | Mr. Faust has been a Chartered Financial Analyst since 1988. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2023-02-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2008-02-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp., President of Eaton Vance, Inc., Chief Executive Officer and President of Eaton Vance Management, and Director of Eaton Vance Distributors, Inc. |
| 2009-02-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director of EVC. Trustee and/or officer of 173 registered investment companies and 4 private investment companies managed by Eaton Vance or BMR. |
| 2010-02-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). |
| 2011-02-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director and President of Eaton Vance, Inc. Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research. |
| 2012-02-22 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-02-26 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 183 registered investment companies managed by Eaton Vance or BMR. Mr. Faust has served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-02-27 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-02-27 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2016-02-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-02-27 | Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. He is currently Chairman, Chief Executive Officer and President of EVC, Director and President of EV, Chief Executive Officer and President of Eaton Vance and BMR, and Director of EVD and EVMI. Mr. Faust has served as a Director of Hexavest Inc. since 2012 and of SigFig Wealth Management LLC since 2016. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-02-27 | Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. He is currently Chairman, Chief Executive Officer and President of EVC, Director and President of EV, Chief Executive Officer and President of Eaton Vance and BMR, and Director of EVD. Mr. Faust has served as a Director of Hexavest Inc. since 2012 and of SigFig Wealth Management LLC since 2016. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2019-02-22 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-02-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | The Directors of EVC are Thomas E. Faust Jr., Ann E. Berman, Leo I. Higdon, Jr., Paula A. Johnson, Brian D. Langstraat, Dorothy E. Puhy, Winthrop H. Smith, Jr. and Richard A. Spillane, Jr. |
| 2021-02-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-02-24 | Mr. Faust has been a Chartered Financial Analyst since 1988. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2023-02-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-06-27 | President of Eaton Vance Corp., Eaton Vance Management, Boston Management and Research, and Eaton Vance, Inc., and Director of Eaton Vance Distributors, Inc. Chief Investment Officer of EVC, Eaton Vance and BMR. |
| 2008-06-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ('EVC'), President of Eaton Vance, Inc. ('EV'), Chief Executive Officer and President of Eaton Vance Management ('EVM' or 'Eaton Vance') and Boston Management and Research ('BMR'), and Director of Eaton Vance Distributors, Inc. ('EVD'). |
| 2009-06-24 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director and President of Eaton Vance, Inc. Chief Executive Officer and President of Eaton Vance Management. |
| 2010-06-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. and Vice President of Eaton Vance, Inc. and related entities. |
| 2011-06-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). Trustee and/or officer of 179 registered investment companies and 1 private investment company managed by Eaton Vance or BMR. He holds a B.S. in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from the Harvard Business School. |
| 2012-06-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 182 registered investment companies managed by Eaton Vance or BMR. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-06-28 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-06-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-06-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2016-06-27 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-06-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-06-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-06-21 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (“EVC”), Director and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management (“EVM” or “Eaton Vance”) and Boston Management and Research (“BMR”), and Director of Eaton Vance Distributors, Inc. (“EVD”). Trustee and/or officer of 169 registered investment companies managed by Eaton Vance or BMR. |
| 2020-06-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer |
| 2021-06-23 | Chairman of Morgan Stanley Investment Management, Inc., President of Eaton Vance, Inc., CEO and President of Eaton Vance Management, former equity analyst and portfolio manager. |
| 2022-06-23 | Chairman of Morgan Stanley Investment Management, Inc. (“MSIM”), member of the Board of Managers and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management (“EVM” or “Eaton Vance”) and Boston Management and Research (“BMR”), and Director of Eaton Vance Distributors, Inc. (“EVD”). |
| 2023-06-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2008-02-29 | Chairman, Chief Executive Officer and President of Eaton Vance Corp., President of Eaton Vance, Inc., Chief Executive Officer and President of Eaton Vance Management, and Director of Eaton Vance Distributors, Inc. |
| 2009-02-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director and President of Eaton Vance, Inc. Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research, and Director of Eaton Vance Distributors, Inc. |
| 2010-02-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). |
| 2011-02-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director of EVC. Director and President of Eaton Vance, Inc. Chief Executive Officer and President of Eaton Vance Management and Boston Management and Research. |
| 2012-02-22 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-02-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2014-02-27 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2015-02-27 | Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2016-02-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-02-27 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-02-27 | Mr. Faust has served as a member of the Eaton Vance Fund Boards since 2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2019-02-22 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-02-24 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer |
| 2021-02-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988. |
| 2022-02-24 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2023-02-24 | Mr. Faust has been a Chartered Financial Analyst since 1988. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| Filing Date | Source Excerpt |
|---|---|
| 2007-06-27 | Thomas E. Faust Jr. - President of Eaton Vance Corp., Chief Investment Officer of EVC, Eaton Vance and BMR, Director of Eaton Vance Distributors, Inc. |
| 2008-06-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"). |
| 2009-06-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. Director and President of Eaton Vance, Inc. Chief Executive Officer and President of Eaton Vance Management. |
| 2010-06-23 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance). |
| 2011-06-22 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. ("EVC"), Director and President of Eaton Vance, Inc. ("EV"), Chief Executive Officer and President of Eaton Vance Management ("EVM" or "Eaton Vance") and Boston Management and Research ("BMR"), and Director of Eaton Vance Distributors, Inc. ("EVD"). Trustee and/or officer of 179 registered investment companies and 1 private investment company managed by Eaton Vance or BMR. He holds a B.S. in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from the Harvard Business School. |
| 2012-06-25 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (EVC), Director and President of Eaton Vance, Inc. (EV), Chief Executive Officer and President of Eaton Vance Management (EVM or Eaton Vance) and Boston Management and Research (BMR), and Director of Eaton Vance Distributors, Inc. (EVD). Trustee and/or officer of 182 registered investment companies managed by Eaton Vance or BMR. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2013-06-28 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2014-06-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2015-06-26 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2016-06-27 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2017-06-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2018-06-28 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2019-06-21 | Chairman, Chief Executive Officer and President of Eaton Vance Corp. (“EVC”), Director and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management (“EVM” or “Eaton Vance”) and Boston Management and Research (“BMR”), and Director of Eaton Vance Distributors, Inc. (“EVD”). Trustee and/or officer of 169 registered investment companies managed by Eaton Vance or BMR. |
| 2020-06-23 | He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. He has been a Chartered Financial Analyst since 1988. |
| 2020-11-25 | Thomas E. Faust Jr., President & Chief Executive Officer |
| 2021-06-23 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
| 2022-06-23 | Chairman of Morgan Stanley Investment Management, Inc. (“MSIM”), member of the Board of Managers and President of Eaton Vance, Inc. (“EV”), Chief Executive Officer and President of Eaton Vance Management (“EVM” or “Eaton Vance”) and Boston Management and Research (“BMR”), and Director of Eaton Vance Distributors, Inc. (“EVD”). |
| 2023-06-26 | Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance from 1985-2007. He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-03-22