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David Morris Stein
Corporate Officer/Principal at Eaton Vance Short Duration Strategic Income Fund
David Morris Stein active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Career history of David Morris Stein
Former positions of David Morris Stein
Companies | Position | Start | 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, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Portfolio Manager-Equities | 31/12/1995 | 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 | 31/12/1999 | - |
Training of David Morris Stein
Harvard University | Doctorate Degree |
University of the Witwatersrand | Graduate Degree |
Statistics
International
United States | 6 |
South Africa | 2 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Doctorate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
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, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). 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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