Calvert Research and Management

Calvert Research and Management, legally known as CALVERT RESEARCH AND MANAGEMENT, is a well-established firm operating in Massachusetts fulfilling advisory roles. With a team consisting of 269 employees, all of whom serve in advisory roles, the firm has successfully secured an SEC status of Approved, dating back to September 30, 2016. Although the number of clients served by the firm is unknown, Calvert Research and Management remains a prominent player in the advisory market.

• ANNE LYN RICHARDSON

  VP, CHIEF OPERATING OFFICER owns less than 5%

• EATON VANCE INC.

  TRUSTEE OF CALVERT RESEARCH AND MANAGEMENT owns less than 5%

• EATON VANCE MANAGEMENT

  SOLE SHAREHOLDER owns 75% or more

• FREDERICK STEWART MARIUS

  VICE PRESIDENT & SECRETARY owns less than 5%

• HOPE LYNNE BROWN SAXTON

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JOHN HENRY STREUR

  PRESIDENT AND CHIEF EXECUTIVE OFFICER owns less than 5%

• LAURIE GREENWALD HYLTON

  VICE PRESIDENT, CHIEF FINANCIAL OFFICER owns less than 5%

• BRIAN DEAN LANGSTRAAT

  TRUSTEE

• CHARLES BASS REED

  TRUSTEE

• CRAIG PHILIP RUSS

  TRUSTEE

• CRAIG ROBERT BRANDON

  TRUSTEE

• CYNTHIA JANE CLEMSON

  TRUSTEE

• DANIEL CARL CATALDO

  TRUSTEE

• DAVID CONNOR MCCABE

  TRUSTEE

• EATON VANCE CORP. VOTING TRUST

  TRUST HOLDING 100% OF EVC VOTING TRUST SHARES owns 75% or more

• EDWARD JAMES PERKIN

  TRUSTEE

• ERIC ANDREW STEIN

  TRUSTEE

• FREDERICK STEWART MARIUS

  TRUSTEE

• JAMES HAMILTON EVANS

  TRUSTEE

• JOHN LAWRENCE SHEA

  TRUSTEE

• LAURIE GREENWALD HYLTON

  TRUSTEE

• LEWIS RICHARD PIANTEDOSI

  TRUSTEE

• MATTHEW JOSEPH WITKOS

  TRUSTEE

• MAUREEN ANN GEMMA

  TRUSTEE

• MICHAEL ANDREW CIRAMI

  TRUSTEE

• MICHAEL WILLIAM WEILHEIMER

  TRUSTEE

• PAYSON FREDERICK SWAFFIELD

  TRUSTEE

• RAY KELLY WILLIAMS

  TRUSTEE

• SCOTT HAMMOND PAGE

  TRUSTEE

• THOMAS EWART FAUST

  TRUSTEE

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