Mike Allison
Präsident bei Global Income Builder Portfolio
Ursprung des Netzwerks ersten Grades von Mike Allison
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
568
| Non-Profit Organization | Miscellaneous Commercial Services | 568 |
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.
165
| Subsidiary | Investment Managers | 165 |
University of Denver
89
| College/University | Other Consumer Services | 89 |
The Boston Security Analysts Society, Inc.
68
| Non-Profit Organization | 68 | |
Fleet Investment Advisors
15
| Extinct | Major Banks | 15 |
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.
13
| Private Company | Investment Trusts/Mutual Funds | 13 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 5 | |
Phoenix Home Life Insurance Co.
 Phoenix Home Life Insurance Co. Life/Health InsuranceFinance Part of Nassau Reinsurance LLC, Phoenix Home Life Insurance Co. is a company that provides life insurance. The company is based in Hartford, CT.
1
| Subsidiary | Life/Health Insurance | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mike Allison
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Chief Investment Officer Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Corporate Officer/Principal President Corporate Officer/Principal Director/Board Member | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member General Counsel President Director/Board Member | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member General Counsel President Director/Board Member | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Corporate Officer/Principal President Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Chairman Chairman Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel President Director/Board Member | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Corporate Officer/Principal President Director/Board Member | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel President Director/Board Member | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Chairman Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel President Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Chairman Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Chairman Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE ENHANCED EQUITY INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Chairman Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel President Director/Board Member | |
| EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel President Director/Board Member | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Chief Executive Officer Director/Board Member | |
| EATON VANCE MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel President Director/Board Member | |
| EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Chairman Chairman Director/Board Member Director/Board Member President Director/Board Member Director/Board Member General Counsel Director/Board Member | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel President Director/Board Member | |
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 Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member | |
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Investment Managers | Portfolio Manager-Fixed Income Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Chairman Corporate Officer/Principal Corporate Officer/Principal Director/Board Member General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree |
Statistik
International
| Vereinigte Staaten | 50 |
| Israel | 2 |
Sektoral
| Miscellaneous | 48 |
| Finance | 3 |
| Consumer Services | 2 |
Operativ
| Director/Board Member | 727 |
| Independent Dir/Board Member | 401 |
| Corporate Officer/Principal | 370 |
| Chairman | 131 |
| Undergraduate Degree | 92 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Valerie Mosley | 68 |
| Helen Peters | 67 |
| Ralph F. Verni | 65 |
| William Hayes Park | 62 |
| Mark Fetting | 60 |
| Maureen A. Gemma | 60 |
| Harriett Taggart | 58 |
| Susan Sutherland | 55 |
| Scott Wennerholm | 53 |
| George Gorman | 51 |
| Cynthia Frost | 51 |
| Scott E. Eston | 50 |
| Punita Kumar Sinha | 48 |
| Eric Stein | 28 |
| Adam Andrew Weigold | 25 |
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