Trevor G. Smith
Portfolio Manager-Fixed Income at Eaton Vance Management
Network origin in Trevor G. Smith first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
129
| Subsidiary | Investment Managers | 129 |
Middlebury College
110
| College/University | Other Consumer Services | 110 |
Boston University
82
| College/University | Other Consumer Services | 82 |
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.
17
| Subsidiary | Investment Managers | 17 |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.
17
| Private Company | Investment Managers | 17 |
| Subsidiary | Multi-Line Insurance | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Trevor G. Smith via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income 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. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Corporate Officer/Principal President Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President President | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | President President President President | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President President | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President President | |
| EATON VANCE CORP. | Investment Managers | Chief Investment Officer Chief Investment Officer Chief Investment Officer Chief Investment Officer | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | President President President Corporate Officer/Principal | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President President President Corporate Officer/Principal | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal President | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | President President Corporate Officer/Principal | |
Assured Guaranty Municipal Corp.
 Assured Guaranty Municipal Corp. Investment ManagersFinance Assured Guaranty Municipal Corp. provides financial services the focuses on municipal bonds and international infrastructure financing. It offers public finance, global infrastructure, global structured finance, and reinsurance. The company is headquartered in New York, NY. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities | |
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 Analyst-Fixed Income Portfolio Manager-Equities | |
| EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President President President | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| EATON VANCE ENHANCED EQUITY INCOME FUND II | Investment Trusts/Mutual Funds | President President President | |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President President President | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | President President President | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity | |
| Bates College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President President President | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal President | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
| EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President President President | |
| The University of Arkansas | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
| EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President President | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | President Chief Executive Officer |
Statistics
International
| United States | 51 |
Sectoral
| Miscellaneous | 27 |
| Consumer Services | 13 |
| Finance | 12 |
Operational
| Corporate Officer/Principal | 194 |
| President | 116 |
| Undergraduate Degree | 98 |
| Portfolio Manager-Equities | 89 |
| Portfolio Manager-Fixed Income | 70 |
Most connected contacts
| Insiders | |
|---|---|
| Payson F. Swaffield | 43 |
| Cindy Clemson | 33 |
| Eric Stein | 28 |
| Craig Brandon | 23 |
| Edward Perkin | 21 |
| Duncan William Richardson | 21 |
| Ira Cohen | 19 |
| Erick Lucera | 18 |
| Dominic Frederico | 18 |
| Walter A. Row | 16 |
| Gerald Fine | 14 |
| Vishal Khanduja | 11 |
| Drew C. Walker | 11 |
| Griff Noble | 11 |
| Henry Peabody | 10 |
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