Corporate Board Profile
Tech Score: 16/100
13 mention(s) identify VALERIE A. MOSLEY as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| Eaton Vance California Municipal Bond Fund | 2018-05-30 | She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. | Has advisory roles in venture capital and decentralized audit and reporting ecosystem, indicating familiarity with technology and software-related fields. |
| Eaton Vance California Municipal Bond Fund | 2023-06-15 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of Envestnet, Inc., a provider of intelligent systems for wealth management. | Founder of a fintech platform and director of companies providing intelligent systems, indicating software-related technical skills. |
| Eaton Vance Ltd Duration Income Fund | 2021-11-22 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Groupon, Inc. (e-commerce provider) (since April 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). | Founder of a fintech platform and director of technology-related companies, indicating software-related technical skills. |
| Eaton Vance Municipal Bond Fund | 2018-05-30 | She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. | Has advisory roles in venture capital and decentralized audit and reporting ecosystem, indicating familiarity with technology and software-related fields. |
| Eaton Vance New York Municipal Bond Fund | 2018-05-30 | She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. | Has advisory roles in technology-related firms and is an advisor to a decentralized audit and reporting ecosystem, indicating familiarity with technology and possibly software. |
| Eaton Vance New York Municipal Bond Fund | 2023-06-15 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) and DraftKings, Inc. (digital sports entertainment and gaming company). | Founder of a fintech platform and director of companies providing intelligent systems and digital platforms, indicating familiarity with software and technology. |
| Eaton Vance Senior Floating-Rate Trust | 2022-06-23 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Groupon, Inc. (e-commerce provider) (since April 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). | Founder of a fintech platform and director of technology-related companies, indicating software-related skills. |
| Eaton Vance Senior Floating-Rate Trust | 2024-06-24 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). | Founder of a fintech platform and director of technology-related companies, indicating software-related skills. |
| Eaton Vance Tax-Advantaged Dividend Income Fund | 2018-04-26 | She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. | Ms. Mosley is an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem, indicating familiarity with technology and software-related fields. |
| Eaton Vance Tax-Advantaged Dividend Income Fund | 2022-06-23 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Groupon, Inc. (e-commerce provider) (since April 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). | Founder of a fintech platform and director of technology-related companies, indicating software-related skills. |
| Eaton Vance Tax-Advantaged Dividend Income Fund | 2024-06-24 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). | Founder of a fintech platform and director of technology-related companies, indicating software-related skills. |
| Eaton Vance Tax-Advantaged Global Dividend Income Fund | 2018-06-28 | She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. | Has advisory roles including to a venture capital firm and a decentralized audit and reporting ecosystem, indicating familiarity with technology and software-related environments. |
| Eaton Vance Tax-Advantaged Global Dividend Income Fund | 2024-06-24 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). | Founder of a fintech platform and director of technology-related companies, indicating software-related skills. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-04-10 | Valerie A. Mosley (54) joined the Board of Directors in December 2013. Ms. Mosley serves as a member of the Investment Committee and Nominating & Corporate Governance Committee for the Company. |
| 2015-04-08 | Valerie A. Mosley (55) joined the Board of Directors in December 2013. Ms. Mosley serves as a member of the Audit Committee and the Investment Committee for the Company. |
| 2016-04-06 | Valerie A. Mosley (56) joined the Board of Directors in December 2013. Ms. Mosley serves as a member of the Audit Committee and the Investment Committee for the Company. |
| 2017-03-31 | Valerie A. Mosley (57) joined the Board of Directors in December 2013. ... Ms. Mosley serves as a member of the Audit Committee, Compensation Committee, the Investment Committee and the Nominating & Corporate Governance Committee for the Company. |
| 2018-03-29 | Valerie A. Mosley (58) joined the Board of Directors in December 2013. Ms. Mosley serves as the Chairperson of the Nominating & Corporate Governance Committee and as a member of the Audit Committee, the Compensation Committee, and the Investment Committee for the Company. The following table shows the compensation earned by each of the directors for service during 2017: Valerie A. Mosley Fees Earned or Paid in Cash $55,000 Stock Awards $50,004 All Other Compensation $5,444 Total $110,448. |
| 2019-03-28 | Valerie A. Mosley (59) joined the Board of Directors in December 2013. ... The following table shows the compensation earned by each of the directors for service during 2018: ... Valerie A. Mosley Fees Earned or Paid in Cash ($) 65,000, Stock Awards ($) 60,002, All Other Compensation ($) 5,998, Total ($) 131,000. |
| 2020-04-28 | On February 27, 2020, director Valerie A. Mosley notified the Board of Directors of her decision to not stand for re-election to the Board of Directors at the Annual Meeting. Ms. Mosley will continue to serve as a director of the Board through the end of her current term, which ends at the Annual Meeting. The Board has amended the Company’s Bylaws to decrease the size of the Board from six to five directors effective as of the end of the Annual Meeting. Ms. Mosley joined the Board in December 2013. The Company is grateful to Ms. Mosley for her years of service and valuable contributions to the Company. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-05-29 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2015-05-29 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP. |
| 2016-05-26 | Chairwoman and CEO of Valmo Ventures; Former Partner and Senior Vice President at Wellington Management Company. |
| 2017-05-30 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). Former Chief Investment Officer, PG Corbin Asset Management (1990-1992). Formerly worked in institutional corporate bond sales at Kidder Peabody (1986-1990). |
| 2018-05-30 | She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. |
| 2019-05-23 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2020-05-22 | Chairwoman and Chief Executive Officer of Valmo Ventures... Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company... Director of Groupon, Inc. (e-commerce provider)... Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness). |
| 2021-05-24 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Formerly, Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2022-05-24 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Formerly, Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2023-06-15 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of Envestnet, Inc., a provider of intelligent systems for wealth management. |
| Filing Date | Source Excerpt |
|---|---|
| 2013-11-27 | Chairwoman and Chief Executive Officer of Valmo Ventures; formerly Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP. |
| 2014-11-26 | Chairwoman and CEO of Valmo Ventures; Former Partner and Senior Vice President at Wellington Management Company. |
| 2015-11-25 | Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP. |
| 2016-11-28 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). Former Chief Investment Officer, PG Corbin Asset Management (1990-1992). Formerly worked in institutional corporate bond sales at Kidder Peabody (1986-1990). |
| 2017-11-27 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2018-11-26 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). Former Chief Investment Officer, PG Corbin Asset Management (1990-1992). Formerly worked in institutional corporate bond sales at Kidder Peabody (1986-1990). |
| 2019-11-22 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2020-12-18 | Chairwoman and Chief Executive Officer of Valmo Ventures... Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company. |
| 2021-11-22 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Groupon, Inc. (e-commerce provider) (since April 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). |
| 2022-11-23 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of DraftKings, Inc. and Envestnet, Inc. |
| 2023-11-22 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. |
| 2024-11-26 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Formerly, Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-05-29 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2015-05-29 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP. |
| 2016-05-26 | Chairwoman and CEO of Valmo Ventures; Former Partner and Senior Vice President at Wellington Management Company. |
| 2017-05-30 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). Former Chief Investment Officer, PG Corbin Asset Management (1990-1992). Formerly worked in institutional corporate bond sales at Kidder Peabody (1986-1990). |
| 2018-05-30 | She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. |
| 2019-05-23 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2020-05-22 | Chairwoman and Chief Executive Officer of Valmo Ventures... Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company... Director of Groupon, Inc. (e-commerce provider)... Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness). |
| 2021-05-24 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Formerly, Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2022-05-24 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Formerly, Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2023-05-24 | Ms. Mosley founded Upward Wealth, Inc., a fintech platform, and has served as a Director of Envestnet, Inc. and DraftKings, Inc. |
| 2024-06-20 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-05-29 | Chairwoman and CEO of Valmo Ventures; Former Partner and Senior Vice President at Wellington Management Company. |
| 2015-05-29 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP. |
| 2016-05-26 | Chairwoman and CEO of Valmo Ventures, former Partner and Senior Vice President at Wellington Management Company, LLP, former Chief Investment Officer at PG Corbin Asset Management, worked in institutional corporate bond sales at Kidder Peabody. |
| 2017-05-30 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). Former Chief Investment Officer, PG Corbin Asset Management (1990-1992). Formerly worked in institutional corporate bond sales at Kidder Peabody (1986-1990). |
| 2018-05-30 | She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. |
| 2019-05-23 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2020-05-22 | Chairwoman and Chief Executive Officer of Valmo Ventures, former Partner and Senior Vice President at Wellington Management Company. |
| 2021-05-24 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Formerly, Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2022-05-24 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform... Director of DraftKings, Inc., Groupon, Inc., and Envestnet, Inc. |
| 2023-06-15 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) and DraftKings, Inc. (digital sports entertainment and gaming company). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-06-26 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2015-06-26 | Chairwoman and CEO of Valmo Ventures; Former Partner and Senior Vice President at Wellington Management Company; Director of Dynex Capital, Inc. |
| 2016-06-27 | Chairwoman and Chief Executive Officer of Valmo Ventures, former Partner and Senior Vice President at Wellington Management Company. |
| 2017-06-28 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2018-06-28 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. |
| 2019-06-21 | Ms. Mosley has served as a member of the Eaton Vance Fund Boards since 2014 and is the Chairperson of the Governance Committee and of the Ad Hoc Committee for Closed-End Fund Matters. She currently owns and manages a consulting and investment firm, Valmo Ventures and is a Director of Progress Investment Management Company. |
| 2020-06-23 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2021-07-22 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Formerly, Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP. |
| 2022-06-23 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Groupon, Inc. (e-commerce provider) (since April 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). |
| 2023-06-26 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) and Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness). |
| 2024-06-24 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-04-28 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2015-04-24 | Chairwoman and CEO of Valmo Ventures, former Partner and Senior Vice President at Wellington Management Company. |
| 2016-04-28 | Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company. |
| 2018-04-26 | She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. |
| 2019-06-21 | Chairwoman and CEO of Valmo Ventures; former portfolio manager; Director of Envestnet, Inc. (provider of intelligent systems for wealth management). |
| 2020-06-23 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). Director of Groupon, Inc. (e-commerce provider) (since April 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). |
| 2021-06-23 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Formerly, Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2022-06-23 | Founder of Upward Wealth, Inc., dba BrightUP, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Groupon, Inc. (e-commerce provider) (since April 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). |
| 2023-06-26 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Formerly, Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2024-06-24 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-06-26 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2015-06-26 | Chairwoman and CEO of Valmo Ventures; Former Partner and Senior Vice President at Wellington Management Company. |
| 2016-06-27 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2017-06-28 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2018-06-28 | She is also an advisor to New Technology Ventures, a venture capital firm, and to Auditchain, a decentralized audit and reporting ecosystem. |
| 2019-06-21 | Ms. Mosley is a Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) and Dynex Capital, Inc. |
| 2020-06-23 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Former Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). Director of Groupon, Inc. (e-commerce provider) (since April 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). |
| 2021-06-23 | Founder of Upward Wealth, Inc., a fintech platform; former Partner and Senior Vice President at Wellington Management Company. |
| 2022-06-23 | Ms. Mosley has served as a member of the Eaton Vance Fund Boards since 2014 and is the Chairperson of the Governance Committee. She currently owns and manages a consulting and investment firm, Valmo Ventures, and in 2020 founded Upward Wealth, Inc., doing business as BrightUP, a fintech platform focused on helping everyday workers grow their net worth and reinforce their self-worth. |
| 2023-06-26 | Chairwoman and Chief Executive Officer of Valmo Ventures (a consulting and investment firm). Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Formerly, Partner and Senior Vice President, Portfolio Manager and Investment Strategist at Wellington Management Company, LLP (investment management firm) (1992-2012). |
| 2024-06-24 | Founder of Upward Wealth, Inc., dba BrightUp, a fintech platform. Director of DraftKings, Inc. (digital sports entertainment and gaming company) (since September 2020). Director of Envestnet, Inc. (provider of intelligent systems for wealth management and financial wellness) (since 2018). |
Data sourced from SEC filings. Last updated: 2026-02-03