David Morris Stein
Corporate Officer/Principal at Eaton Vance Short Duration Strategic Income Fund
Profile
Dr. David M.
Stein is Senior Investment Advisor at Parametric Portfolio Associates LLC and Vice President at Eaton Vance Short Duration Strategic Income Fund.
Prior to joining Parametric Portfolio Associates in 1996, he held senior research, development and portfolio management positions at GTE Investment Management Corp., The Vanguard Group, and IBM Retirement Funds.
He has additional experience as a Research Scientist with IBM Research Laboratories.
Additionally he serves on a number of advisory boards including the Journal of Wealth Management, family offices and has served on the After-Tax Subcommittee with the CFA Institute.
Dr. Stein receives his BS and MS degrees from the University of Witwatersrand, South Africa.
He earned a Ph.D.
in Applied Mathematics from Harvard University.
David Morris Stein active positions
Companies | Position | Start |
---|---|---|
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. | Corporate Officer/Principal | 04/01/2011 |
Former positions of David Morris Stein
Companies | Position | End |
---|---|---|
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. | Portfolio Manager-Equities | 31/10/2015 |
IBM Retirement Fund
IBM Retirement Fund Investment ManagersFinance IBM Retirement Fund is the defined benefit plan manager for IBM Corp.'s (NYSE: IBM) employees. It was formed in 1983 and headquartered in Armonk, New York. | Corporate Officer/Principal | - |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Portfolio Manager-Equities | - |
Training of David Morris Stein
Harvard University | Doctorate Degree |
University of the Witwatersrand | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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. | Finance |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
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. | Miscellaneous |
IBM Retirement Fund
IBM Retirement Fund Investment ManagersFinance IBM Retirement Fund is the defined benefit plan manager for IBM Corp.'s (NYSE: IBM) employees. It was formed in 1983 and headquartered in Armonk, New York. | Finance |
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