Charlie Gaffney
Portfolio Manager-Equities at Eaton Vance Management
Profile
Charles B.
Gaffney is currently a Managing Director & Portfolio Manager at Eaton Vance Management since 2022.
He is also a Vice President at Boston Management & Research and a Vice President & Portfolio Manager at Calvert Research & Management since 2016.
Previously, he worked as a Principal at Morgan Stanley Dean Witter in 1996 and as an Equity Analyst at Brown Brothers Harriman Private Equity Fund of Funds from 1997 to 2002.
Mr. Gaffney completed his undergraduate degree at Bowdoin College in 1995 and obtained an MBA from Fordham University in 2002.
Charlie Gaffney active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2015-12-31 |
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. | Portfolio Manager-Equities | - |
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. | Portfolio Manager-Equities | 2016-07-31 |
Former positions of Charlie Gaffney
| Companies | Position | End |
|---|---|---|
Brown Brothers Harriman Private Equity Fund of Funds
 Brown Brothers Harriman Private Equity Fund of Funds Investment ManagersFinance Brown Brothers Harriman Private Equity Fund of Funds is the private equity division of Brown Brothers Harriman & Co. based in New York. | Private Equity Analyst | 2002-12-30 |
| Morgan Stanley Dean Witter | Corporate Officer/Principal | 1996-12-30 |
Training of Charlie Gaffney
| Bowdoin College | Undergraduate Degree |
| Fordham University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
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. | Finance |
Brown Brothers Harriman Private Equity Fund of Funds
Brown Brothers Harriman Private Equity Fund of Funds Investment ManagersFinance Brown Brothers Harriman Private Equity Fund of Funds is the private equity division of Brown Brothers Harriman & Co. based in New York. | Finance |
| Morgan Stanley Dean Witter | Finance |
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. | Finance |
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. | Finance |
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