Helen Peters
Director/Board Member bij EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND
Oorsprong van het eerstegraads netwerk van Helen Peters
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Wallace E Carroll School of Management
95
| College/University | Other Consumer Services | 95 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 28 | |
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.
27
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 27 |
BJ's Wholesale Club, Inc.
 BJ's Wholesale Club, Inc. Food RetailRetail Trade BJ's Wholesale Club, Inc. operates warehouse clubs and superstores. The firm provides electronics, computers, office supplies, home and seasonal products, organic foods and meat, sports equipment. The company was founded on November 19, 1996 and is headquartered in Westborough, MA.
26
| Subsidiary | Food Retail | 26 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 25 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 25 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 25 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 24 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 24 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 24 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 24 | |
Zurich Scudder Investments, Inc.
23
| Extinct | Regional Banks | 23 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 22 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 22 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
Plimoth Patuxet Museums, Inc.
 Plimoth Patuxet Museums, Inc. Specialty StoresRetail Trade Plimoth Plantation, Inc. owns and operates gift shop. It offers toys and games, rare breeds plush animals, and books as well as souvenirs. The firm’s other museum shops showcase jewelry, apparel, collectibles, gifts and accessories for the home, including gourmet food, and of course, plimoth plantation mementos. The company was founded by Henry Hornblower II in 1947 and is headquartered in Plymouth, MA.
16
| Non-Profit Organization | Specialty Stores | 16 |
Eaton Vance Insured Massachusetts Municipal Bond Fund
 Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
15
| Extinct | Investment Trusts/Mutual Funds | 15 |
Eaton Vance Insured Municipal Bond Fund II
 Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
15
| Extinct | Investment Trusts/Mutual Funds | 15 |
Eaton Vance Insured Municipal Bond Fund
 Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
15
| Extinct | Investment Trusts/Mutual Funds | 15 |
Eaton Vance Insured New York Municipal Bond Fund
 Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA.
15
| Extinct | Investment Trusts/Mutual Funds | 15 |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.
15
| Subsidiary | Investment Managers | 15 |
| Extinct | Investment Trusts/Mutual Funds | 15 | |
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.
14
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 14 |
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 |
Eaton Vance Insured Michigan Municipal Bond Fund
 Eaton Vance Insured Michigan Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Michigan Municipal Bond Fund is a closed-end management investment company which is managed by Eaton Vance Management, a subsidiary of Eaton Vance Corp. The company is headquartered in Boston, MA.
12
| Extinct | Investment Trusts/Mutual Funds | 12 |
Federal Home Loan Bank of Boston
 Federal Home Loan Bank of Boston Regional BanksFinance Federal Home Loan Bank of Boston engages in the provision of financial services. It offers advances, mortgage partnership finance, housing and economic growth, letters of credit, correspondent services, and online banking. The company was founded in 1932 and is headquartered in Boston, MA.
12
| Subsidiary | Regional Banks | 12 |
Eaton Vance Credit Opportunities Fund
7
| Extinct | Investment Trusts/Mutual Funds | 7 |
Colonial Management Associates, Inc.
4
| Extinct | Investment Managers | 4 |
SPDR Series Trust
1
| Umbrella Fund | Investment Trusts/Mutual Funds | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Helen Peters via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| EATON VANCE CORP. | Investment Managers | Director/Board Member Director/Board Member Corporate Officer/Principal Chief Executive Officer Chief Investment Officer General Counsel Chief Investment Officer Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Chief Investment Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director of Finance/CFO Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Chairman President Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Treasurer Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Chairman President President Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary | |
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 | Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Chief Executive Officer Chief Investment Officer Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Equity Investments Corporate Officer/Principal Corporate Officer/Principal Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary Corporate Secretary Director/Board Member | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Chairman President Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Director/Board Member President President President President Chairman Director/Board Member Director/Board Member President Director/Board Member President Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary Corporate Secretary Director/Board Member | |
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 | Analyst-Fixed Income Head-Fixed Income Invts Portfolio Manager-Equities Corporate Officer/Principal | |
| EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member President President Chairman Director/Board Member Director/Board Member President Director/Board Member President Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary 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 Treasurer Director/Board Member Chief Investment Officer Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Director/Board Member President Corporate Officer/Principal President Chairman Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member President Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Corporate Secretary | |
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 Corporate Officer/Principal Chief Executive Officer Chief Investment Officer General Counsel Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Corporate Officer/Principal | |
Eaton Vance Diversified Emerging Markets Local Income Fund
 Eaton Vance Diversified Emerging Markets Local Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Diversified Emerging Markets Local Income Fund, Inc. is a closed-end investment fund and investment trust. Its investment objective is to provide current income and also seek capital appreciation to the extent consistent. The company was founded in December 12, 2010 and is headquartered in Boston, MA | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Chief Executive Officer Compliance Officer General Counsel | |
Eaton Vance Inflation Linked Income Credit Trust
 Eaton Vance Inflation Linked Income Credit Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Inflation Linked Income Credit Trust is a non-diversified, closed-end management and investment company. The company's investment objective is to provide current income that adjusts with changes in the U.S. Consumer Price Index or other measures of inflation. It was founded on May 31, 2011 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Chief Executive Officer Compliance Officer General Counsel | |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Director/Board Member | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Dechert LLP
 Dechert LLP Miscellaneous Commercial ServicesCommercial Services Dechert LLP provides legal services. It serves the chemical, construction, finance and real estate, energy, insurance, and health sectors. The firm's practice areas include business restructuring and reorganization, commercial litigation, corporate and securities, energy, finance and real estate, financial services, mergers and acquisitions, and private equity. The company was founded in 1875 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal General Counsel General Counsel | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Director/Board Member Chairman President President Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member President Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary Director/Board Member | |
| Eaton Vance, Inc. | Corporate Officer/Principal Corporate Officer/Principal President Chief Investment Officer General Counsel Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Boston Municipal Analysts Forum | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Harvard Business School | College/University | Masters Business Admin Corporate Officer/Principal Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
National Federation of Municipal Analysts
 National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 51 |
Sectoraal
| Miscellaneous | 32 |
| Finance | 9 |
| Consumer Services | 6 |
| Commercial Services | 4 |
Operationeel
| Director/Board Member | 1038 |
| Independent Dir/Board Member | 465 |
| Corporate Officer/Principal | 311 |
| President | 155 |
| Chairman | 129 |
Sterkste connecties
| Insiders | |
|---|---|
| Thomas Faust | 73 |
| Valerie Mosley | 69 |
| Ralph F. Verni | 65 |
| Allen Freedman | 65 |
| William Hayes Park | 62 |
| Heidi L. Steiger | 61 |
| Paul M. O'Neil | 60 |
| Mark Fetting | 60 |
| Maureen A. Gemma | 60 |
| Harriett Taggart | 58 |
| Susan Sutherland | 55 |
| Scott Wennerholm | 53 |
| Ronald A. Pearlman | 53 |
| Lynn A. Stout | 52 |
| Benjamin Esty | 52 |
- Beurs
- Insiders
- Helen Peters
- Bedrijfsconnecties
