Nicholas Lorenzo
Unternehmenssekretär bei EATON VANCE SENIOR FLOATING-RATE TRUST
Ursprung des Netzwerks ersten Grades von Nicholas Lorenzo
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Nicholas Lorenzo
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member | |
| EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Director/Board Member | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Compliance Officer General Counsel | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer Director/Board Member | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel | |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel | |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Compliance Officer | |
| EATON VANCE ENHANCED EQUITY INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel | |
| EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel | |
Eaton Vance Worldwide Health Sciences Portfolio
 Eaton Vance Worldwide Health Sciences Portfolio Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Worldwide Health Sciences Portfolio is a closed-end investment fund. The company invests worldwide in companies, which engages in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care, and medical equipment and supplies. Its objective is to seek long-term capital growth by investing in a worldwide and diversified portfolio of health sciences companies. The company is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| EATON VANCE CORP. | Investment Managers | Director/Board Member Corporate Officer/Principal Chief Executive Officer Chief Investment Officer Compliance Officer Corporate Officer/Principal | |
Global Income Builder Portfolio
 Global Income Builder Portfolio Investment Trusts/Mutual FundsMiscellaneous Global Income Builder Portfolio is an open-end investment fund. It invests in common stocks, preferred stocks, other hybrid securities, fixed and floating-rate income instruments of U.S. and foreign issuers. The company was founded on March 3, 2016 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Corporate Officer/Principal Chief Executive Officer Analyst-Fixed Income Corporate Officer/Principal | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Corporate Officer/Principal Chief Executive Officer Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Eaton Vance, Inc. | Corporate Officer/Principal President Corporate Officer/Principal Corporate Officer/Principal | ||
| Boston University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Director of Research - Equity Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 50 |
| Israel | 2 |
Sektoral
| Miscellaneous | 44 |
| Finance | 6 |
| Consumer Services | 2 |
Operativ
| Director/Board Member | 381 |
| Independent Dir/Board Member | 149 |
| Corporate Officer/Principal | 51 |
| Treasurer | 47 |
| Compliance Officer | 35 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Thomas Faust | 73 |
| Valerie Mosley | 68 |
| Susan Sutherland | 55 |
| Scott Wennerholm | 53 |
| Cynthia Frost | 51 |
| James F. Kirchner | 50 |
| Marcus Smith | 43 |
| Richard Froio | 39 |
| Keith Quinton | 33 |
| Deidre E. Walsh | 30 |
| Nancy Wiser | 29 |
| Eric Stein | 28 |
| Alan Bowser | 24 |
| Anchal Pachnanda | 14 |
- Börse
- Insiders
- Nicholas Lorenzo
- Unternehmensverbindungen
