Payson F. Swaffield
Chief Executive Officer at Eaton Vance Inflation Linked Income Credit Trust
Profile
Mr. Payson F.
Swaffield, CFA MBA, is a President & Chief Executive Officer at Eaton Vance Inflation Linked Income Credit Trust, a President at Eaton Vance California Municipal Bond Fund, at Eaton Vance Floating-Rate Income Trust, at Eaton Vance Senior Floating-Rate Trust, at Eaton Vance Worldwide Health Sciences Portfolio, at Multi-Sector Portfolio and a Chief Income Investment Officer at Eaton Vance Management.
He is responsible for all income disciplines at Eaton Vance, including investment-grade and high-yield bonds, floating-rate loans, global fixed income, municipal bonds and customized solutions for institutional and retail accounts.
He joined the firm in 1990.
Mr. Swaffield began his career in the investment management industry in 1978.
Before joining Eaton Vance, he held positions in valuation and corporate finance with Conning & Company, State Street Bank, Duff & Phelps, Inc. and in commercial lending with Northern Trust.
He also served on the Board of the LSTA (Loan Syndications and Trading Association) from 2001-2008 and currently serves as an overseer of the Museum of Science in Boston.
He earned a B.A.
from Middlebury College and an MBA from the University of Chicago Booth School of Business.
He is a CFA charter holder.
Payson F. Swaffield 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. | Head-Fixed Income Invts | 1989-12-31 |
Multi-Sector Portfolio | President | 2010-01-03 |
Eaton Vance Inflation Linked Income Credit Trust
Eaton Vance Inflation Linked Income Credit Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Inflation Linked Income Credit Trust is a non-diversified, closed-end management and investment company. The company's investment objective is to provide current income that adjusts with changes in the U.S. Consumer Price Index or other measures of inflation. It was founded on May 31, 2011 and is headquartered in Boston, MA. | Chief Executive Officer | 2011-05-30 |
Eaton Vance Worldwide Health Sciences Portfolio
Eaton Vance Worldwide Health Sciences Portfolio Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Worldwide Health Sciences Portfolio is a closed-end investment fund. The company invests worldwide in companies, which engages in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care, and medical equipment and supplies. Its objective is to seek long-term capital growth by investing in a worldwide and diversified portfolio of health sciences companies. The company is headquartered in Boston, MA. | President | - |
Former positions of Payson F. Swaffield
Companies | Position | End |
---|---|---|
EATON VANCE CORP. | Chief Investment Officer | 2020-10-30 |
EATON VANCE NEW YORK MUNICIPAL BOND FUND | President | 2020-01-01 |
EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | President | 2019-12-31 |
EATON VANCE FLOATING-RATE INCOME TRUST | President | 2019-12-31 |
EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | President | 2019-12-31 |
Training of Payson F. Swaffield
The University of Chicago | Masters Business Admin |
Middlebury College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 41 |
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Eaton Vance Corp.
Eaton Vance Corp. Investment ManagersFinance Eaton Vance Corp. engages in the management of investment funds and provides counselling services. It offers a range of engineered portfolio implementation services, including tax-managed core and specialty index strategies, futures and options-based portfolio overlays, and centralized portfolio management of multi-manager portfolios. The company was founded on April 30, 1979 and is headquartered in Boston, MA. | Finance |
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. | Finance |
Eaton Vance Senior Income Trust
Eaton Vance Senior Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Senior Income Trust operates as a closed-end management fund. Its investment objective is to provide current income exempt from regular federal income tax. The company was founded on September 23, 1998 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance California Municipal Income Trust
Eaton Vance California Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance California Municipal Income Trust operates as a closed-end investment fund. It seeks current income exempt from regular federal income tax and California state personal income taxes. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Massachusetts Municipal Income Trust
Eaton Vance Massachusetts Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Massachusetts Municipal Income Trust is a closed-end management investment company which has an investment objective to seek a high level of current income. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Michigan Municipal Income Trust
Eaton Vance Michigan Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Michigan Municipal Income Trust is a closed-end investment income trust, which engages in the provision of high level current income, as well as to seek capital appreciation. It also involves in investing in cash reserve fund. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Municipal Income Trust
Eaton Vance Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Municipal Income Trust is a non-diversified, closed-end management investment company. Its investment objective is to provide current income exempt from regular federal income tax. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance New Jersey Municipal Income Trust
Eaton Vance New Jersey Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New Jersey Municipal Income Trust 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. It currently invests in Cash Reserves Fund. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance New York Municipal Income Trust
Eaton Vance New York Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New York Municipal Income Trust operates as closed-end management investment Company. Its investment objective is to provide a high level of current income. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Ohio Municipal Income Trust
Eaton Vance Ohio Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Ohio Municipal Income Trust is a non-diversified, closed-end management investment trust. 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 January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Pennsylvania Municipal Income Trust
Eaton Vance Pennsylvania Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Pennsylvania Municipal Income Trust is a non-diversified, closed-end management investment company. Its investment objective is to provide a high level of current income. The firm's secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
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 |
Eaton Vance California Municipal Bond Fund II
Eaton Vance California Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance California Municipal Bond Fund II operates as a closed-end investment fund/investment trust. It seeks to provide current income exempt from federal income tax, including alternative minimum tax and California personal income tax. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance New York Municipal Bond Fund II
Eaton Vance New York Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New York Municipal Bond Fund II is a closed-end investment fund/investment trust. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and New York State and New York City personal income taxes. The fund intends to make monthly distributions of net investment income, after payment of any dividends on any outstanding preferred shares. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance New Jersey Municipal Bond Fund
Eaton Vance New Jersey Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New Jersey Municipal Bond Fund is a closed-end management investment trust. The company investment objective is to provide current income exempt from federal income tax, including alternative minimum tax and in the form of an investment exempt from New Jersey personal income tax. It also offers the following services to investors: tax-exempt monthly income, quality of a professionally managed investment-grade portfolio. The fund was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Ohio Municipal Bond Fund
Eaton Vance Ohio Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Ohio Municipal Bond Fund is a closed-end management investment fund. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax and in the form of an investment exempt from Ohio personal income tax. The fund offers the following services to investors: tax-exempt monthly income, quality of a professionally managed investment-grade portfolio. Eaton Vance Ohio Municipal Bond Fund was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Pennsylvania Municipal Bond Fund
Eaton Vance Pennsylvania Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Pennsylvania Municipal Bond Fund is a non-diversified, closed-end management investment company. The fund's investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and Pennsylvania state and local taxes in the form of an investment exempt from Pennsylvania personal property taxes. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance California Municipal Bond Fund
Eaton Vance California Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance California Municipal Bond Fund operates as a closed-end investment fund/investment trust. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and California personal income tax. The company was founded on August 30, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Limited Duration Income Fund
Eaton Vance Limited Duration Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Limited Duration Income Fund operates as a closed-end investment fund/investment trust. Its investment objective is to provide current income with a secondary objective of capital appreciation. The company was founded on May 30, 2003 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Senior Floating-Rate Trust
Eaton Vance Senior Floating-Rate Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Senior Floating-Rate Trust operates as a closed-end management investment trust. Its objective is to provide current income and seek preservation of capital to the extent consistent. The company was founded on July 31, 2003 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Worldwide Health Sciences Portfolio
Eaton Vance Worldwide Health Sciences Portfolio Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Worldwide Health Sciences Portfolio is a closed-end investment fund. The company invests worldwide in companies, which engages in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care, and medical equipment and supplies. Its objective is to seek long-term capital growth by investing in a worldwide and diversified portfolio of health sciences companies. The company is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Floating-Rate Income Trust
Eaton Vance Floating-Rate Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Floating-Rate Income Trust operates as a non-diversified, closed-end management investment company. Its investment objective is to provide a high level of current income. The firm's secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The company was founded on June 29, 2004 and is headquartered in Boston, MA. | Miscellaneous |
Multi-Sector Portfolio | Miscellaneous |
Eaton Vance Tax-Managed Buy-Write Strategy Fund
Eaton Vance Tax-Managed Buy-Write Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Tax-Advantaged Bond & Option Strategies Fund is a closed-end investment fund. The Fund's investment objective is to provide tax-advantaged current income and gains. The company was founded in 2005 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Diversified Emerging Markets Local Income Fund
Eaton Vance Diversified Emerging Markets Local Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Diversified Emerging Markets Local Income Fund, Inc. is a closed-end investment fund and investment trust. Its investment objective is to provide current income and also seek capital appreciation to the extent consistent. The company was founded in December 12, 2010 and is headquartered in Boston, MA | Miscellaneous |
Eaton Vance Preferred Dividend Income Trust
Eaton Vance Preferred Dividend Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Preferred Dividend Income Trust operated as a closed-end management investment company. Its investment objective was to seek high current income consistent with preservation of capital. The company was founded on March 3, 2011 and was headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Inflation Linked Income Credit Trust
Eaton Vance Inflation Linked Income Credit Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Inflation Linked Income Credit Trust is a non-diversified, closed-end management and investment company. The company's investment objective is to provide current income that adjusts with changes in the U.S. Consumer Price Index or other measures of inflation. It was founded on May 31, 2011 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Multi Sector Income Trust
Eaton Vance Multi Sector Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Multi Sector Income Trust is a closed end investment company. Its investment objective is to seek value opportunities across both traditional investment grade and high yield bond sectors and non traditional asset classes including convertibles, preferred stocks, non-U.S. sovereign and corporate and floating-rate loans. The company is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Municipal Income 2028 Term Trust
Eaton Vance Municipal Income 2028 Term Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Municipal Income 2028 Term Trust is a closed-end investment fund. Its investment objective is to provide current income exempt from regular federal income tax. The company was founded on March 28, 2013 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Floating Rate Income Plus Fund
Eaton Vance Floating Rate Income Plus Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Floating Rate Income Plus Fund is a closed-end management investment company. It offers asset classes which include U.S. and global equities, municipal bonds and taxable income, and alternative strategies. It also provides exposure to the floating-rate loan market, off-benchmark investments across fixed income sectors, and diversification benefits for investor portfolios. The company was founded on April 5, 2013 and is headquartered in Boston, MA. | Miscellaneous |
Kroll LLC
Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Finance |
Eaton Vance Short Duration Diversified Income Fund
Eaton Vance Short Duration Diversified Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Diversified Income Fund operates as a non-diversified, closed-end management investment company. It intends to provide current income. The company was founded on February 28, 2005 and is headquartered in Boston, MA. | Miscellaneous |
Conning & Co.
Conning & Co. Miscellaneous Commercial ServicesCommercial Services Conning & Co. engages in the provision of investment management services. It offers investment expertise, software and services, and insurance research services. The company was founded in 1912 and is headquartered in Hartford, CT. | Commercial Services |
Eaton Vance National Municipal Opportunities Trust
Eaton Vance National Municipal Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance National Municipal Opportunities Trust is a diversified, closed-end management investment company. The Fund offers investors the opportunity to receive current income exempt from federal income tax through a professionally managed portfolio of municipal obligations. Investments are based on the municipal securities research, trading and portfolio management of Eaton Vance Management which generally are not available to individual investors. The company was founded on January 26, 2009 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance New York Municipal Bond Fund
Eaton Vance New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New York Municipal Bond Fund is a closed-end investment company. The fund seeks current income exempt from federal and New York income taxes through investment in high rated investment grade municipal securities. Its investment objective is to provide current income exempt from federal income tax. The company was founded on August 30, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Municipal Bond Fund II
Eaton Vance Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Municipal Bond Fund II is a mutual fund, closed-end investment. Its objective is to provide current income exempt from federal income tax, including alternative minimum tax under normal market conditions. The company was founded in 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Michigan Municipal Bond Fund
Eaton Vance Michigan Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Michigan Municipal Bond Fund is a closed-end investment fund/investment trust. The fund's investment objective is to provide current income exempt from regular federal income tax, including income tax and the net income tax portion of the business tax. It intends to make monthly distributions of net investment income, after payment of any dividends on any outstanding preferred shares. Eaton Vance Michigan Municipal Bond Fund was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Massachusetts Municipal Bond Fund
Eaton Vance Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Massachusetts Municipal Bond Fund operates as a closed-end investment fund. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and in the form of an investment exempt from Massachusetts personal income tax. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Municipal Bond Fund
Eaton Vance Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Municipal Bond Fund is a closed-ended investment fund. It has an objective of providing current income exempt from federal income tax including alternate minimum tax. The company was founded on August 30, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance 2021 Target Term Trust
Eaton Vance 2021 Target Term Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance High Income 2021 Target Term Trust is a closed-end investment fund. Its objective is to return the trusts original NAV is not an express or implied guarantee obligation of the trust or any other entity. The company is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Floating Rate 2022 Target Term Trust
Eaton Vance Floating Rate 2022 Target Term Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Floating Rate 2022 Target Term Trust is a diversified, closed-end management investment company. The company was founded on March 16, 2017 and is headquartered in Boston, MA. | Miscellaneous |
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