Boston Management and Research
Legal Name: BOSTON MANAGEMENT AND RESEARCH
Full Contact Details
Boston Management and Research
TWO INTERNATIONAL PLACE, BOSTON, MA
617-482-8260
Other Info
Boston Management and Research, also known as BOSTON MANAGEMENT AND RESEARCH, is a Massachusetts-based firm with 842 employees, including 232 advisory roles. Although the number of clients served is unknown, the firm has an approved SEC status, first registered on January 21, 1993.
Home | Eaton Vance
Home to our fund investment strategies, solutions and investment insights for all investor types, both individuals and financial professionals.
Eaton Vance | Eaton Vance
Eaton Vance sponsors a broad lineup of mutual funds, closed-end funds and separately managed accounts that serve the unique needs of individual and institutional investors.
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Institutional United States | Eaton Vance
Eaton Vance has a long history in serving institutional clients and consultants. We offer a range of equity, income and alternative strategies to institutional investors.
Eaton Vance | Eaton Vance
Eaton Vance sponsors a broad lineup of mutual funds, closed-end funds and separately managed accounts that serve the unique needs of individual and institutional investors.
Eaton Vance Offshore | Eaton Vance
Eaton Vance International (Ireland) Funds and Eaton Vance International (Cayman Islands) Funds may not be offered or sold to citizens or residents of the United States or within the United States, its territories or possessions.
Real Estate Investment Group | Eaton Vance
Eaton Vance’s Real Estate Investment Group is the manager for all of Eaton Vance's direct real property investment strategies.
U.S. Charitable Gift Trust | US Charitable Gift Trust
The U. S. Charitable Gift Trust® is a nonprofit, public charity which receives donations from individuals and corporations and makes grants to charitable organizations.
Eaton Vance | Eaton Vance
Eaton Vance sponsors a broad lineup of mutual funds, closed-end funds and separately managed accounts that serve the unique needs of individual and institutional investors.
Calvert | Calvert
Calvert has been at the forefront of ESG investing for decades (focusing on matters related to the Environment, Society and corporate Governance). It’s this extensive experience that allows us to better understand how the pressing challenges facing society today underpin a complex range of both ri…
Calvert | Calvert
Calvert has been at the forefront of ESG investing for decades (focusing on matters related to the Environment, Society and corporate Governance). It’s this extensive experience that allows us to better understand how the pressing challenges facing society today underpin a complex range of both ri…
Direct Owners
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DANIEL CARL CATALDO
CHIEF ADMINISTRATIVE OFFICER, VICE PRESIDENT owns less than 5%
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EATON VANCE INVESTMENT COUNSEL
OWNS 0.10% OF BOSTON MANAGEMENT AND RESEARCH owns less than 5%
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EATON VANCE MANAGEMENT
OWNS 99.9% OF BOSTON MANAGEMENT AND RESEARCH owns 75% or more
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EATON VANCE, INC.
SOLE TRUSTEE OF EATON VANCE MANAGEMENT owns less than 5%
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FREDERICK STEWART MARIUS
VICE PRESIDENT AND CHIEF LEGAL OFFICER owns less than 5%
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LAURIE GREENWALD HYLTON
VICE PRESIDENT & CHIEF FINANCIAL OFFICER owns less than 5%
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RICHARD FRANCIS FROIO
CHIEF COMPLIANCE OFFICER, VICE PRESIDENT owns less than 5%
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THOMAS E. FAUST
CEO, PRESIDENT owns less than 5%
Indirect Owners
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BRIAN DEAN LANGSTRAAT
TRUSTEE
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CHARLES BASS REED
TRUSTEE
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CRAIG ROBERT BRANDON
TRUSTEE
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CRAIG RUSS
TRUSTEE
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CYNTHIA J. CLEMSON
TRUSTEE
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DANIEL CARL CATALDO
TRUSTEE
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DAVID CONNOR MCCABE
TRUSTEE
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EATON VANCE CORP. ("EVC")
EVC, A CORPORATION, WHOLLY OWNS EVM owns 75% or more
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EATON VANCE CORP. VOTING TRUST
TRUST HOLDING 100% OF EVC VOTING TRUST SHARES owns 75% or more
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EATON VANCE INC.
SOLE TRUSTEE OF EVM
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EDWARD JAMES PERKIN
TRUSTEE
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ERIC A STEIN
TRUSTEE
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FREDERICK STEWART MARIUS
TRUSTEE
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JAMES HAMILTON EVANS
TRUSTEE
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JOHN LAWRENCE SHEA
TRUSTEE
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JR THOMAS E FAUST
TRUSTEE
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LAURIE GREENWALD HYLTON
TRUSTEE
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LEWIS RICHARD PIANTEDOSI
TRUSTEE
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MATTHEW JOSEPH WITKOS
TRUSTEE
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MAUREEN ANN GEMMA
TRUSTEE
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MICHAEL ANDREW CIRAMI
TRUSTEE
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MICHAEL WILLIAM WEILHEIMER
TRUSTEE
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PAYSON FREDERICK SWAFFIELD
TRUSTEE
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RAY KELLY WILLIAMS
TRUSTEE
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SCOTT HAMMOND PAGE
TRUSTEE
Prime Brokers
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CITIGROUP GLOBAL MARKETS INC.
United States -
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
United States -
STANDARD CHARTERED BANK
United Kingdom -
UBS SECURITIES LLC
United States
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