David Morris Stein
Corporate Officer/Principal at Eaton Vance Short Duration Strategic Income Fund
Network origin in David Morris Stein first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
54
| Subsidiary | Investment Managers | 54 |
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.
28
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 28 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Morris Stein via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Chief Executive Officer | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Corporate Officer/Principal Director/Board Member Chairman Director/Board Member Director/Board Member President Director/Board Member President Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel President | |
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. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Fixed Income Chief Executive Officer Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Head-Equity Investments Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member President Chairman Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member President President Chairman Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member President President Chairman Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Chairman Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE ENHANCED EQUITY INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Chairman Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Chairman Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chief Investment Officer Chairman Director/Board Member Director/Board Member President Corporate Officer/Principal Chairman Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Corporate Officer/Principal Chairman Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE TAX-MANAGED GLOBAL 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 President Chairman Compliance Officer Director/Board Member General Counsel | |
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 Chief Executive Officer Chief Investment Officer Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel | |
| EATON VANCE MUNICIPAL INCOME 2028 TERM TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel President | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman Corporate Officer/Principal Corporate Officer/Principal Compliance Officer Director/Board Member General Counsel Corporate Officer/Principal Corporate Officer/Principal President | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Chairman Director/Board Member Director/Board Member Chairman President Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman President Compliance Officer Director/Board Member General Counsel President | |
| EATON VANCE MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel President |
Statistics
International
| United States | 51 |
Sectoral
| Miscellaneous | 47 |
| Finance | 4 |
| Consumer Services | 2 |
Operational
| Director/Board Member | 439 |
| Independent Dir/Board Member | 218 |
| Corporate Officer/Principal | 197 |
| Chairman | 90 |
| General Counsel | 84 |
Most connected contacts
| Insiders | |
|---|---|
| Thomas Faust | 73 |
| Helen Peters | 67 |
| Allen Freedman | 65 |
| Ralph F. Verni | 65 |
| William Hayes Park | 62 |
| Paul M. O'Neil | 60 |
| Maureen A. Gemma | 60 |
| Ronald A. Pearlman | 53 |
| Lynn A. Stout | 52 |
| Benjamin Esty | 52 |
| Barbara E. Campbell | 47 |
| Cindy Clemson | 33 |
| Eric Stein | 28 |
| Adam Andrew Weigold | 25 |
| Duncan William Richardson | 21 |
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