Eaton Vance Management
Eaton Vance Management (CRD# 104859) is a financial advisory firm headquartered in Boston, MA. They manage $84,236,109,156 in 18,416 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management84,236MILLION
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Total Number of Accounts18,416ACCOUNTS
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Average Account Value$4,574,072
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Robert Bortnick (CRD# 1335428) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 29 years of experience in the finance industry.
Suzanne Hingel (CRD# 2809903) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 20 years of experience in the finance industry. Suzanne Hingel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Allen (CRD# 4345251) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 16 years of experience in the finance industry.
Brian Arcara (CRD# 2291124) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 23 years of experience in the finance industry.
Christopher Arthur (CRD# 4727003) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 13 years of experience in the finance industry.
James Austin (CRD# 4487759) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 15 years of experience in the finance industry.
Sean Bakhtiari (CRD# 5810201) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 6 years of experience in the finance industry.
Michelle Baran (CRD# 4555957) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 14 years of experience in the finance industry.
Tristan Benoit (CRD# 5034436) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 11 years of experience in the finance industry.
James Birkins (CRD# 5856316) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 6 years of experience in the finance industry.