Eric Stein
Chief Executive Officer at EATON VANCE SENIOR INCOME TRUST
Net worth: 3 025 $ as of 2024-04-29
Network origin in Eric Stein first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Boston University
158
| College/University | Other Consumer Services | 158 |
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.
130
| Subsidiary | Investment Managers | 130 |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies.
69
| Subsidiary | Investment Managers | 69 |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.
62
| Subsidiary | Investment Managers | 62 |
| Subsidiary | Investment Managers | 37 | |
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.
27
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 27 |
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.
26
| Subsidiary | Investment Managers | 26 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 22 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
Big Brothers Big Sisters of Massachusetts Bay
16
| Subsidiary | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
Federal Reserve Bank of New York
10
| Government | General Government | 10 |
Citigroup Alternative Investments LLC
 Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Eric Stein via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member President Chairman President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary Corporate Secretary Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member President Chairman President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary Corporate Secretary Director/Board Member | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary Director/Board Member | |
| EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member President Chairman President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Corporate Secretary Director/Board Member | |
| EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member President Chairman President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Director/Board Member Corporate Secretary Director/Board Member | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member Corporate Officer/Principal Chairman President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Chairman Director/Board Member Director/Board Member President Chairman President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Director/Board Member Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member President Chairman President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Chairman President President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE ENHANCED EQUITY INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member President Chairman President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Compliance Officer General Counsel Corporate Secretary | |
| EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Compliance Officer General Counsel Corporate Secretary | |
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. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal Chief Executive Officer Portfolio Manager-Fixed Income Chief Investment Officer General Counsel Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal | |
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. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member President Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member | |
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 | Corporate Officer/Principal Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Corporate Officer/Principal | |
Global Income Builder Portfolio
 Global Income Builder Portfolio Investment Trusts/Mutual FundsMiscellaneous Global Income Builder Portfolio is an open-end investment fund. It invests in common stocks, preferred stocks, other hybrid securities, fixed and floating-rate income instruments of U.S. and foreign issuers. The company was founded on March 3, 2016 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Analyst-Equity Director of Research - Equity Head-Equity Investments Analyst-Equity Head-Equity Investments Analyst-Equity Analyst-Equity Analyst-Equity | |
| Eaton Vance, Inc. | Corporate Officer/Principal President Chief Investment Officer General Counsel Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| 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 | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Director of Finance/CFO Director of Research - Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Chairman Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
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 | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Compliance Officer General Counsel | |
| University of Pennsylvania | College/University | Undergraduate Degree Doctorate Degree Doctorate Degree Director/Board Member | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree |
Statistics
International
| United States | 51 |
Sectoral
| Miscellaneous | 40 |
| Finance | 7 |
| Consumer Services | 5 |
Operational
| Director/Board Member | 663 |
| Independent Dir/Board Member | 318 |
| Corporate Officer/Principal | 220 |
| Chairman | 119 |
| General Counsel | 117 |
Most connected contacts
| Insiders | |
|---|---|
| Thomas Faust | 73 |
| Valerie Mosley | 69 |
| Helen Peters | 67 |
| Ralph F. Verni | 65 |
| William Hayes Park | 62 |
| Maureen A. Gemma | 60 |
| Mark Fetting | 60 |
| Paul M. O'Neil | 60 |
| Susan Sutherland | 55 |
| Scott Wennerholm | 53 |
| Cynthia Frost | 51 |
| George Gorman | 51 |
| James F. Kirchner | 50 |
| Payson F. Swaffield | 43 |
| Marcus Smith | 43 |
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