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Steve Concannon
Head-Equity Investments at Eaton Vance Management
Network origin in Steve Concannon 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.
178
| Subsidiary | Investment Managers | 178 |
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.
103
| Subsidiary | Investment Managers | 103 |
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.
29
| Subsidiary | Investment Managers | 29 |
Bates College
24
| College/University | Other Consumer Services | 24 |
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 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Concannon via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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 Masters Business Admin | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | President President President President President President | |
Boston University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
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 | |
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 | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal President President President | |
Babson College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Vermont | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
EATON VANCE CORP. | Investment Managers | Chief Investment Officer Chief Investment Officer Chief Investment Officer Chief Investment Officer | |
EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President President | |
EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Corporate Officer/Principal President | |
Dartmouth College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President President | |
EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal President | |
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | President President President | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal President | |
EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | President President President | |
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President President President | |
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 TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President President President | |
EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President President President | |
EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME 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 | |
Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
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 | |
Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree | |
University of Massachusetts | College/University | Graduate Degree Undergraduate Degree | |
EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | President President |
Statistics
International
United States | 50 |
Israel | 2 |
Sectoral
Miscellaneous | 31 |
Consumer Services | 18 |
Finance | 4 |
Operational
Corporate Officer/Principal | 172 |
President | 121 |
Portfolio Manager-Equities | 102 |
Undergraduate Degree | 94 |
Portfolio Manager-Fixed Income | 76 |
Most connected contacts
Insiders | |
---|---|
Payson F. Swaffield | 43 |
Cindy Clemson | 33 |
Eric Stein | 28 |
Craig Brandon | 23 |
Edward Perkin | 21 |
Duncan William Richardson | 21 |
Walter A. Row | 16 |
Robert B. MacIntosh | 15 |
Griff Noble | 11 |
John Henry Streur | 11 |
Vishal Khanduja | 11 |
Raphael Leeman | 11 |
Von M. Hughes | 11 |
Richard Russell Lindquist | 9 |
Stuart Muter | 9 |
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