Network origin in John D. Phillips first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds.
16
| Extinct | Investment Banks/Brokers | 16 |
Investment Advisers, Inc.
 Investment Advisers, Inc. Investment ManagersFinance Part of Federated Hermes, Inc., Investment Advisers, Inc. is a company that provides investment and other related financial services. The company is based in Bloomington, MN. Investment Advisers was acquired by Federated Hermes, Inc. from Lloyds TSB Group Plc on September 20, 2000.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John D. Phillips via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Chairman Corporate Officer/Principal Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-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 offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Shepherd Kaplan Krochuk LLC
 Shepherd Kaplan Krochuk LLC Investment ManagersFinance Shepherd Kaplan Krochuk LLC (SKK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was originally founded in 2001 by Gregory Fraser, Rudolph Kluiber and Timothy Krochuk as GRT Capital Partners LLC. In 2017, Shepherd Kaplan LLC, a Boston-based registered investment advisor, combined their business with GRT Capital Partners. The transaction resulted in Shepherd Kaplan LLC becoming a majority-owned and wholly-controlled subsidiary of GRT Capital Partners. GRT Capital Partners' name was changed to Shepherd Kaplan Krochuk LLC. SKK offers regular and continuous advisory services for private investment funds, pension plans, investment companies, institutions, endowments & foundations, private clients, family offices, and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Founder | |
Numeric Investors LLC
 Numeric Investors LLC Investment ManagersFinance Numeric Investors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Langdon Wheeler in 1989 as Numeric Investors LP. They are a wholly owned subsidiary of Man Investments Holdings, Inc., which is ultimately held by Man Group Plc (LON: EMG) in Great Britain. Numeric Investors provides investment advisory services for US and non-US taxable and tax-exempt clients, which are primarily institutions, that invest through separately managed accounts; however, the firm also provides investment advisory services to privately offered pooled investment funds they sponsored. | Investment Managers | Chairman Portfolio Manager-Equities | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | President Chairman | |
| EATON VANCE ENHANCED EQUITY INCOME FUND II | Investment Trusts/Mutual Funds | President Chairman | |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President Chairman | |
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 | |
| EATON VANCE ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President Chairman | |
| EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President Chairman | |
| EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | President Director/Board Member | |
| EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President Director/Board Member | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President Chairman | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President Chairman | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President Chairman | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | President Chairman | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Chairman | |
| EATON VANCE MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Chairman | |
New England Life Insurance Co.
 New England Life Insurance Co. Insurance Brokers/ServicesFinance New England Life Insurance Co. provides insurance and financial products and services. Its services include life insurance, long term care, and disability income insurance. The company is headquartered in Boston, MA. | Insurance Brokers/Services | Chief Investment Officer | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Chairman | |
| EATON VANCE TAX-MANAGED BUY-WRITE STRATEGY FUND | Investment Trusts/Mutual Funds | Chairman | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Chairman | |
| W. P. CAREY INC. | Real Estate Investment Trusts | Director/Board Member | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Chairman |
Statistics
International
| United States | 51 |
Sectoral
| Miscellaneous | 36 |
| Finance | 9 |
| Consumer Services | 6 |
| Commercial Services | 2 |
| Consumer Non-Durables | 2 |
Operational
| Director/Board Member | 91 |
| Chairman | 45 |
| Independent Dir/Board Member | 44 |
| Corporate Officer/Principal | 42 |
| Portfolio Manager-Equities | 24 |
Most connected contacts
| Insiders | |
|---|---|
| Ralph F. Verni | 65 |
| J. Wargo | 39 |
| Dan Rice | 17 |
| Walter A. Row | 16 |
| Charles A. Austin | 11 |
| Todd Brooks | 10 |
| Robert Beck | 9 |
| Thomas P. Moore | 7 |
| Charles Steven Glovsky | 7 |
| Rudolph Karl Kluiber | 7 |
| Langdon B. Wheeler | 6 |
| Dan Strelow | 6 |
| Jeffrey A. Rawlins | 6 |
| Susan J. Haedt | 6 |
| Eileen M. Leary | 5 |
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