董事介绍
注：董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Marcus L. Smith | 男 | Trustee | 59 | 38.41万美元 | 未持股 | 2025-10-08 |
| Cynthia E. Frost | 女 | Trustee | 64 | 41.41万美元 | 未持股 | 2025-10-08 |
| George J. Gorman | 男 | Trustee | 73 | 52.93万美元 | 未持股 | 2025-10-08 |
| Keith Quinton | 男 | Trustee | 67 | 39.11万美元 | 未持股 | 2025-10-08 |
| Scott E. Wennerholm | 男 | Trustee | 66 | 42.91万美元 | 未持股 | 2025-10-08 |
| Nancy Wiser Stefani | 女 | Trustee | 58 | 38.28万美元 | 未持股 | 2025-10-08 |
| Alan C. Bowser | 男 | Trustee | 63 | 35.01万美元 | 未持股 | 2025-10-08 |
| Valerie A. Mosley | 女 | Trustee | 65 | 41.41万美元 | 未持股 | 2025-10-08 |
| Susan J. Sutherland | 女 | Acting Chairperson of the Board and Trustee | 68 | 41.41万美元 | 未持股 | 2025-10-08 |
高管介绍
注：高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| James F. Kirchner | -- | Treasurer | 58 | 未披露 | 未持股 | 2025-10-08 |
| Deidre E. Walsh | -- | Vice President and Chief Legal Officer | 54 | 未披露 | 未持股 | 2025-10-08 |
| Nicholas S. Di Lorenzo | -- | Secretary | 38 | 未披露 | 未持股 | 2025-10-08 |
| Kenneth A. Topping | -- | President | 59 | 未披露 | 未持股 | 2025-10-08 |
| Laura T. Donovan | -- | Chief Compliance Officer | 49 | 未披露 | 未持股 | 2025-10-08 |
董事简历
中英对照 | 中文 | 英文- Marcus L. Smith
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Marcus L. Smith，自2018年10月1日起担任伊顿万斯基金董事会成员。自2017年以来，Smith先生一直担任MSCI Inc.的董事，MSCI Inc.是全球领先的投资决策支持工具提供商。在审计委员会任职，并担任领先的物流房地产公司DCT Industrial Trust Inc.的董事，他是提名和公司治理和审计委员会的成员。从1994年到2017年，Smith先生曾在MFS投资管理部门担任过多个职位，这是一家投资管理公司，在那里他管理着MFS机构国际基金17年，并在MFS集中国际基金管理了10年。除了他的投资组合管理职责外，Smith先生还曾担任2012-2017加拿大股权投资总监，2010-2012年亚洲股权投资总监，2005年至2010年担任亚洲股票研究总监。在加入MFS之前，Smith先生是安德森咨询公司的高级顾问，现在被称为埃森哲，从1988年至1992年。Smith先生于1987年至1992年期间担任美国陆军预备役军官。自2008年以来，他还一直是Mount Union大学的理事，并自2015年起担任财务委员会主席。Smith先生目前是Posse Foundation的波士顿顾问委员会成员。
Marcus L. Smith has served as a member of the Eaton Vance Fund Boards since 2018 and is the Chairperson of the Portfolio Management Committee. He was elected to the Governing Council of the Independent Directors Council (IDC), where he serves on the Education and Engagement Committee. Mr. Smith has been an Independent Director at First Indtrial Realty Trt, Inc. (NYSE: FR), a fully integrated REIT specializing in indtrial real estate, since 2021, where he serves on the Audit, Investment, and Nominating & Governance Committees. Since 2017, he has served on the Board of Directors of MSCI Inc. (NYSE: MSCI), a leading global provider of investment decision support tools, where he chairs the Audit Committee and is a member of the Strategy & Finance Cmmittee. Mr. Smith was previoly a Director of DCT Indtrial Trt Inc. (NYSE: DCT) from 2017 until its acquisition by Prologis in 2018, serving on the Audit and Nominating & Corporate Governance Committees. He spent over two decades at MFS Investment Management, where he led the $23 billion International Equity portfolio and held senior roles including Chief Investment Officer for Canada and Asia. Earlier in his career, Mr. Smith was a senior consultant at Andersen Consulting (now Accenture) and served as a U.S. Army Reserve Officer. His nonprofit engagements include current board roles with Facing History and selves, the Core Knowledge Foundation, and the Harvard Medical School Advisory Council on Education. He previoly served as a trtee of the University of Mount Union (2008 2020) and on the Boston Advisory Board of the Posse Foundation (2015 2021). Mr. Smith earned a Bachelor of Science degree in Computer Science, cum laude, from the University of Mount Union and a Master of Biness Administration degree from The Wharton School, University of Pennsylvania. - Marcus L. Smith，自2018年10月1日起担任伊顿万斯基金董事会成员。自2017年以来，Smith先生一直担任MSCI Inc.的董事，MSCI Inc.是全球领先的投资决策支持工具提供商。在审计委员会任职，并担任领先的物流房地产公司DCT Industrial Trust Inc.的董事，他是提名和公司治理和审计委员会的成员。从1994年到2017年，Smith先生曾在MFS投资管理部门担任过多个职位，这是一家投资管理公司，在那里他管理着MFS机构国际基金17年，并在MFS集中国际基金管理了10年。除了他的投资组合管理职责外，Smith先生还曾担任2012-2017加拿大股权投资总监，2010-2012年亚洲股权投资总监，2005年至2010年担任亚洲股票研究总监。在加入MFS之前，Smith先生是安德森咨询公司的高级顾问，现在被称为埃森哲，从1988年至1992年。Smith先生于1987年至1992年期间担任美国陆军预备役军官。自2008年以来，他还一直是Mount Union大学的理事，并自2015年起担任财务委员会主席。Smith先生目前是Posse Foundation的波士顿顾问委员会成员。
- Marcus L. Smith has served as a member of the Eaton Vance Fund Boards since 2018 and is the Chairperson of the Portfolio Management Committee. He was elected to the Governing Council of the Independent Directors Council (IDC), where he serves on the Education and Engagement Committee. Mr. Smith has been an Independent Director at First Indtrial Realty Trt, Inc. (NYSE: FR), a fully integrated REIT specializing in indtrial real estate, since 2021, where he serves on the Audit, Investment, and Nominating & Governance Committees. Since 2017, he has served on the Board of Directors of MSCI Inc. (NYSE: MSCI), a leading global provider of investment decision support tools, where he chairs the Audit Committee and is a member of the Strategy & Finance Cmmittee. Mr. Smith was previoly a Director of DCT Indtrial Trt Inc. (NYSE: DCT) from 2017 until its acquisition by Prologis in 2018, serving on the Audit and Nominating & Corporate Governance Committees. He spent over two decades at MFS Investment Management, where he led the $23 billion International Equity portfolio and held senior roles including Chief Investment Officer for Canada and Asia. Earlier in his career, Mr. Smith was a senior consultant at Andersen Consulting (now Accenture) and served as a U.S. Army Reserve Officer. His nonprofit engagements include current board roles with Facing History and selves, the Core Knowledge Foundation, and the Harvard Medical School Advisory Council on Education. He previoly served as a trtee of the University of Mount Union (2008 2020) and on the Boston Advisory Board of the Posse Foundation (2015 2021). Mr. Smith earned a Bachelor of Science degree in Computer Science, cum laude, from the University of Mount Union and a Master of Biness Administration degree from The Wharton School, University of Pennsylvania.
- Cynthia E. Frost
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CynthiaE.Frost自2014年以来一直担任Eaton Vance基金董事会成员，并担任投资组合管理委员会主席。从2000年到2012年，她曾担任Brown University的首席投资官，在那里她曾监管管理the University&8217；的捐赠的第三方投资经理的评估、选择和监控。从1995年到2000年，Frost女士是杜克管理公司（Duke Management Company）的投资组合策略师，该公司监管杜克大学（Duke University）的捐赠。Frost女士还曾于1989年至1995年在Cambridge Associates Bain and Company（1987年至1989年）和BA Investment Management Company（1983年至1985年）担任各种投资和咨询职务。她担任the MCNC Endowment的投资委员会成员。
Cynthia E. Frost has served as a member of the Eaton Vance Fund Boards since 2014. From 2000 through 2012, Ms. Frost was the Chief Investment Officer of Brown University, where she oversaw the evaluation, selection and monitoring of the third party investment managers who managed the university's endowment. From 1995 through 2000, Ms. Frost was a Portfolio Strategist for Duke Management Company, which oversaw Duke University's endowment. Ms. Frost also served in vario investment and consulting roles at Cambridge Associates from 1989 1995, Bain and Company from 1987 1989 and BA Investment Management Company from 1983 1985. She serves as a member of the investment committee of The MCNC Endowment. Ms. Frost earned a Bachelor of Arts degree, with honors, in Economics from Stanford University and a Master of Biness Administration degree, Edward Tuck Scholar, from Amos Tuck School, Dartmouth College. Ms. Frost was a CFA charterholder during her professional investment career. - CynthiaE.Frost自2014年以来一直担任Eaton Vance基金董事会成员，并担任投资组合管理委员会主席。从2000年到2012年，她曾担任Brown University的首席投资官，在那里她曾监管管理the University&8217；的捐赠的第三方投资经理的评估、选择和监控。从1995年到2000年，Frost女士是杜克管理公司（Duke Management Company）的投资组合策略师，该公司监管杜克大学（Duke University）的捐赠。Frost女士还曾于1989年至1995年在Cambridge Associates Bain and Company（1987年至1989年）和BA Investment Management Company（1983年至1985年）担任各种投资和咨询职务。她担任the MCNC Endowment的投资委员会成员。
- Cynthia E. Frost has served as a member of the Eaton Vance Fund Boards since 2014. From 2000 through 2012, Ms. Frost was the Chief Investment Officer of Brown University, where she oversaw the evaluation, selection and monitoring of the third party investment managers who managed the university's endowment. From 1995 through 2000, Ms. Frost was a Portfolio Strategist for Duke Management Company, which oversaw Duke University's endowment. Ms. Frost also served in vario investment and consulting roles at Cambridge Associates from 1989 1995, Bain and Company from 1987 1989 and BA Investment Management Company from 1983 1985. She serves as a member of the investment committee of The MCNC Endowment. Ms. Frost earned a Bachelor of Arts degree, with honors, in Economics from Stanford University and a Master of Biness Administration degree, Edward Tuck Scholar, from Amos Tuck School, Dartmouth College. Ms. Frost was a CFA charterholder during her professional investment career.
- George J. Gorman
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GeorgeJ.Gorman自2014年以来一直担任Eaton Vance基金董事会成员，并担任审计委员会主席。从1974年到2009年，Gorman先生担任安永会计师事务所（Ernst&Young LLP）的各种职务，包括从1988年开始担任资产管理集团的高级合伙人，专门负责管理参与团队，负责审计在SEC注册的共同基金、对冲基金和私募股权基金。Gorman先生还拥有担任其他共同基金综合体的独立受托人的经验，包括2011-2014年的美国银行货币市场基金系列信托和2010-2014年的阿什莫尔基金。
George J. Gorman has served as a member of the Eaton Vance Fund Boards since 2014 and is the Chairperson of the Contract Review Committee. From 1974 through 2009, Mr. Gorman served in vario capacities at Ernst & Young LLP, including as a Senior Partner in the Asset Management Group (from 1988) specializing in managing engagement teams responsible for auditing mutual funds registered with the SEC, hedge funds and private equity funds. Mr. Gorman also has experience serving as an independent trtee of other mutual fund complexes, including the Bank of America Money Market Funds Series Trt from 2011 2014 and the Ashmore Funds from 2010 2014. Mr. Gorman received a Bachelor of Science degree, cum laude, in Biness and Administration from Duquesne University and a Master of Biness Administration degree from Amos Tuck School, Dartmouth College. He is a CPA in New York and Massachetts. - GeorgeJ.Gorman自2014年以来一直担任Eaton Vance基金董事会成员，并担任审计委员会主席。从1974年到2009年，Gorman先生担任安永会计师事务所（Ernst&Young LLP）的各种职务，包括从1988年开始担任资产管理集团的高级合伙人，专门负责管理参与团队，负责审计在SEC注册的共同基金、对冲基金和私募股权基金。Gorman先生还拥有担任其他共同基金综合体的独立受托人的经验，包括2011-2014年的美国银行货币市场基金系列信托和2010-2014年的阿什莫尔基金。
- George J. Gorman has served as a member of the Eaton Vance Fund Boards since 2014 and is the Chairperson of the Contract Review Committee. From 1974 through 2009, Mr. Gorman served in vario capacities at Ernst & Young LLP, including as a Senior Partner in the Asset Management Group (from 1988) specializing in managing engagement teams responsible for auditing mutual funds registered with the SEC, hedge funds and private equity funds. Mr. Gorman also has experience serving as an independent trtee of other mutual fund complexes, including the Bank of America Money Market Funds Series Trt from 2011 2014 and the Ashmore Funds from 2010 2014. Mr. Gorman received a Bachelor of Science degree, cum laude, in Biness and Administration from Duquesne University and a Master of Biness Administration degree from Amos Tuck School, Dartmouth College. He is a CPA in New York and Massachetts.
- Keith Quinton
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Keith Quinton自2018年10月1日起担任伊顿万斯基金董事会成员。在2014年从Fidelity Investments退休之前，他在投资行业拥有超过30年的经验。加入Fidelity之前，Quinton从2000年到2001年担任MFS Investment Management Vice President和量化分析师。从1997年到2000年，他是Santander Global Advisors的高级量化分析师，从1995年到1997年，Quinton先生是Putnam Investments量化股票研究部的高级副总裁。加入Putnam Investments公司之前，他曾担任Eberstadt Fleming公司、Falconwood Securities Corporation、Drexel Burnham Lambert公司的多种投资职务，在那里他于1983年开始他的投资行业职业生涯，担任高级量化分析师。Quinton先生目前担任New Hampshire Retirement System的独立投资委员会成员，该委员会是一个五人委员会，根据董事会批准的投资政策和资产分配管理投资，并自2016年起担任董事兼主席，新罕布什尔州市政债券银行自2019年以来。
Keith Quinton has served as a member of the Eaton Vance Fund Boards since 2018 and is the Chairperson of the Closed End Fund Committee. He had over thirty years of experience in the investment indtry before retiring from Fidelity Investments, where he served as a portfolio manager and senior quantitative analyst from 2001 through 2014. Prior to joining Fidelity, Mr. Quinton was a vice president and quantitative analyst at MFS Investment Management from 2000 2001. From 1997 through 2000, he was a senior quantitative analyst at Santander Global Advisors and, from 1995 through 1997, Mr. Quinton was senior vice president in the quantitative equity research department at Putnam Investments. Prior to joining Putnam Investments, Mr. Quinton served in vario investment roles at Eberstadt Fleming, Falconwood Securities Corporation and Drexel Burnham Lambert, where he began his career in the investment indtry as a senior quantitative analyst in 1983. - Keith Quinton自2018年10月1日起担任伊顿万斯基金董事会成员。在2014年从Fidelity Investments退休之前，他在投资行业拥有超过30年的经验。加入Fidelity之前，Quinton从2000年到2001年担任MFS Investment Management Vice President和量化分析师。从1997年到2000年，他是Santander Global Advisors的高级量化分析师，从1995年到1997年，Quinton先生是Putnam Investments量化股票研究部的高级副总裁。加入Putnam Investments公司之前，他曾担任Eberstadt Fleming公司、Falconwood Securities Corporation、Drexel Burnham Lambert公司的多种投资职务，在那里他于1983年开始他的投资行业职业生涯，担任高级量化分析师。Quinton先生目前担任New Hampshire Retirement System的独立投资委员会成员，该委员会是一个五人委员会，根据董事会批准的投资政策和资产分配管理投资，并自2016年起担任董事兼主席，新罕布什尔州市政债券银行自2019年以来。
- Keith Quinton has served as a member of the Eaton Vance Fund Boards since 2018 and is the Chairperson of the Closed End Fund Committee. He had over thirty years of experience in the investment indtry before retiring from Fidelity Investments, where he served as a portfolio manager and senior quantitative analyst from 2001 through 2014. Prior to joining Fidelity, Mr. Quinton was a vice president and quantitative analyst at MFS Investment Management from 2000 2001. From 1997 through 2000, he was a senior quantitative analyst at Santander Global Advisors and, from 1995 through 1997, Mr. Quinton was senior vice president in the quantitative equity research department at Putnam Investments. Prior to joining Putnam Investments, Mr. Quinton served in vario investment roles at Eberstadt Fleming, Falconwood Securities Corporation and Drexel Burnham Lambert, where he began his career in the investment indtry as a senior quantitative analyst in 1983.
- Scott E. Wennerholm
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ScottE.Wennerholm自2016年起担任伊顿万斯基金董事会成员，并担任合同审查委员会主席。他在金融服务行业有着30多年的经验，担任过各种领导和执行职务。Wennerholm从2005年到2011年担任BNY Mellon Asset Management首席运营官和执行Vice President。他也曾担任Natixis Global Asset Management公司的首席运营官兼首席财务官（从1997年到2004年），以及Fidelity Investments Institutional Services公司的Vice President（从1994年到1997年）。此外，Wennerholm先生于2012年至2018年担任会德丰学院（一家高等教育机构）的受托人。
Scott E. Wennerholm has served as a member of the Eaton Vance Fund Boards since 2016 and is the Independent Chairperson of the Board and Chairperson of the Audit Committee. He has over 30 years of experience in the financial services indtry in vario leadership and executive roles. Mr. Wennerholm served as Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management from 2005 2011. He also served as Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management from 1997 2004 and was a Vice President at Fidelity Investments Institutional Services from 1994 1997. In addition, Mr. Wennerholm served as a Trtee at Wheelock College, a postsecondary institution from 2012 2018. Mr. Wennerholm earned Bachelor of Arts degrees in Biness Administration and in Philosophy from Furman University and a Master of Biness Administration degree from Boston University. He has held FINRA licenses in Series 7, 24, 27, and 63. - ScottE.Wennerholm自2016年起担任伊顿万斯基金董事会成员，并担任合同审查委员会主席。他在金融服务行业有着30多年的经验，担任过各种领导和执行职务。Wennerholm从2005年到2011年担任BNY Mellon Asset Management首席运营官和执行Vice President。他也曾担任Natixis Global Asset Management公司的首席运营官兼首席财务官（从1997年到2004年），以及Fidelity Investments Institutional Services公司的Vice President（从1994年到1997年）。此外，Wennerholm先生于2012年至2018年担任会德丰学院（一家高等教育机构）的受托人。
- Scott E. Wennerholm has served as a member of the Eaton Vance Fund Boards since 2016 and is the Independent Chairperson of the Board and Chairperson of the Audit Committee. He has over 30 years of experience in the financial services indtry in vario leadership and executive roles. Mr. Wennerholm served as Chief Operating Officer and Executive Vice President at BNY Mellon Asset Management from 2005 2011. He also served as Chief Operating Officer and Chief Financial Officer at Natixis Global Asset Management from 1997 2004 and was a Vice President at Fidelity Investments Institutional Services from 1994 1997. In addition, Mr. Wennerholm served as a Trtee at Wheelock College, a postsecondary institution from 2012 2018. Mr. Wennerholm earned Bachelor of Arts degrees in Biness Administration and in Philosophy from Furman University and a Master of Biness Administration degree from Boston University. He has held FINRA licenses in Series 7, 24, 27, and 63.
- Nancy Wiser Stefani
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Nancy A. Wiser，自2022年4月4日起担任Eaton Vance基金董事会成员。她还担任Rimes Technologies的公司董事，该公司是一家位于伦敦的数据管理公司（自2022年起）。Wiser女士在投资管理和金融服务行业拥有30多年的经验。2011-2021年，Wiser女士担任Wells Fargo Asset Management的执行副总裁兼全球运营主管，负责监督运营和治理事务。在治理方面，Wiser女士担任富国银行资产管理联合王国和卢森堡法律实体以及卢森堡联合国的Shlomo Kramer。此外，Wiser女士还在2012-2021年期间担任富国银行基金的财务主管。在加入富国银行资产管理公司之前，Wiser女士曾在两家注册资产管理公司担任首席运营官和首席合规官，负责监督所有非投资活动。她目前在明尼苏达大学基金会董事会任职（自2022年起），之前还在其他几个非营利委员会任职，包括她的母校普罗维登斯学院商业咨询委员会、波士顿分数和全国黑人MBA咨询委员会。
Nancy Wiser Stefani has served as a member of the Eaton Vance Fund Boards since 2022 and is the Chairperson of the Compliance Reports and Regulatory Matters Committee. Prior to its acquisition in 2024, she also served as a corporate Director for Rimes Technologies, a data management company based in London (2022 2024). Ms. Stefani has over 35 years of experience in the investment management and financial services indtry. From 2011 2021, Ms. Stefani served as an Executive Vice President, Global Head of Operations and Treasurer of lls Fargo Funds, at lls Fargo Asset Management, where she oversaw operations and governance matters. In the role of governance, Ms. Stefani served as chairman of the board for the lls Fargo Asset Management United Kingdom and Luxembg legal entities as ll as the Luxembg funds. Additionally, Ms. Stefani served as the Treasurer for the lls Fargo Funds from 2012 2021. Prior to joining lls Fargo Asset Management, Ms. Stefani served as Chief Operating Officer and Chief Compliance Officer at LightBox Capital Management, from 2008 2011, and GMN Capital Management, from 2006 2007, where she oversaw all non investment activities. She currently serves on the University of Minnesota Foundation Board of Trtees (since 2022) and previoly served on several other non profit boards including her alma mater Providence College Biness Advisory board, Boston Scores and the National Black MBA Advisory board. Ms. Stefani earned a Bachelor of Science degree in Biness Administration from Providence College. - Nancy A. Wiser，自2022年4月4日起担任Eaton Vance基金董事会成员。她还担任Rimes Technologies的公司董事，该公司是一家位于伦敦的数据管理公司（自2022年起）。Wiser女士在投资管理和金融服务行业拥有30多年的经验。2011-2021年，Wiser女士担任Wells Fargo Asset Management的执行副总裁兼全球运营主管，负责监督运营和治理事务。在治理方面，Wiser女士担任富国银行资产管理联合王国和卢森堡法律实体以及卢森堡联合国的Shlomo Kramer。此外，Wiser女士还在2012-2021年期间担任富国银行基金的财务主管。在加入富国银行资产管理公司之前，Wiser女士曾在两家注册资产管理公司担任首席运营官和首席合规官，负责监督所有非投资活动。她目前在明尼苏达大学基金会董事会任职（自2022年起），之前还在其他几个非营利委员会任职，包括她的母校普罗维登斯学院商业咨询委员会、波士顿分数和全国黑人MBA咨询委员会。
- Nancy Wiser Stefani has served as a member of the Eaton Vance Fund Boards since 2022 and is the Chairperson of the Compliance Reports and Regulatory Matters Committee. Prior to its acquisition in 2024, she also served as a corporate Director for Rimes Technologies, a data management company based in London (2022 2024). Ms. Stefani has over 35 years of experience in the investment management and financial services indtry. From 2011 2021, Ms. Stefani served as an Executive Vice President, Global Head of Operations and Treasurer of lls Fargo Funds, at lls Fargo Asset Management, where she oversaw operations and governance matters. In the role of governance, Ms. Stefani served as chairman of the board for the lls Fargo Asset Management United Kingdom and Luxembg legal entities as ll as the Luxembg funds. Additionally, Ms. Stefani served as the Treasurer for the lls Fargo Funds from 2012 2021. Prior to joining lls Fargo Asset Management, Ms. Stefani served as Chief Operating Officer and Chief Compliance Officer at LightBox Capital Management, from 2008 2011, and GMN Capital Management, from 2006 2007, where she oversaw all non investment activities. She currently serves on the University of Minnesota Foundation Board of Trtees (since 2022) and previoly served on several other non profit boards including her alma mater Providence College Biness Advisory board, Boston Scores and the National Black MBA Advisory board. Ms. Stefani earned a Bachelor of Science degree in Biness Administration from Providence College.
- Alan C. Bowser
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艾伦·C·鲍泽，自2022年4月4日起担任Eaton Vance开放式基金董事会成员，自2023年1月4日起担任Eaton Vance封闭式基金董事会成员。鲍泽先生在金融服务行业拥有超过25年的经验，其中大部分都致力于为美国和拉丁美洲的机构、家族理财室和超高净值个人提供服务的领先投资咨询团队。2011-2023年期间，Bowser先生在资产管理公司桥水联合公司担任多个职务，最近除担任合伙人和业务委员会成员外，还担任首席多样性干事。在加入桥水公司之前，他于2007年至2011年担任瑞银美洲财富管理公司董事总经理兼投资服务主管，在此之前，于1999年至2007年担任花旗银行私人银行拉丁美洲分部董事总经理兼客户解决方案主管。Bowser先生自2021年起担任Stout Risius Ross的独立董事、Black Hedge Fund Professionals Network的创始董事会成员，曾在Robert Toigo Foundation、纽约城市联盟、宾夕法尼亚大学的董事会任职，并担任大迈阿密商会道德问题工作组副主席。2020年，他被评为百大“EMPower少数族裔执行榜样”。
Alan C. Bowser has served as a Board member of the Eaton Vance open end funds since 2022 and of the Eaton Vance closed end funds since 2023. Mr. Bowser has over 25 years of experience in the financial services indtry, most of which has been dedicated to leading investment advisory teams serving institutions, family offices, and ultra high net worth individuals in the U.S. and Latin America. From 2011 2023, Mr. Bowser served in several capacities at Bridgewater Associates, an asset management firm, including most recently serving as Chief Diversity Officer and Co Head of the Americas Region in addition to being a Partner and a member of the Operating Committee. Prior to joining Bridgewater Associates, he was Managing Director and Head of Investment Services at UBS alth Management Americas from 2007 to 2010 and, before that, Managing Director and Head of Client Solutions for the Latin America Division at the Citibank Private Bank from 1999 to 2007. Mr. Bowser has been an Independent Director of Stout Risi Ross since 2021, a founding Board Member and current Board Chair of the Black Hedge Fund Professionals Network and has served on the Boards of the Robert Toigo Foundation, the New York Urban League, the University of Pennsylvania, and as Vice Chairman of the Greater Miami Chamber of Commerce Task Force on Ethics. In 2020, he was recognized as one of the top 100 "EMPor Ethnic Minority Executive Role Models" and in 2022 he was recognized by Biness Insider magazine as one of 14 "Diversity Trailblazers" making corporate America more inclive. Mr. Bowser received a Bachelor of Science degree in Economics, summa cum laude, from The Wharton School, University of Pennsylvania, and a Master of Philosophy in Politics from Oxford University. - 艾伦·C·鲍泽，自2022年4月4日起担任Eaton Vance开放式基金董事会成员，自2023年1月4日起担任Eaton Vance封闭式基金董事会成员。鲍泽先生在金融服务行业拥有超过25年的经验，其中大部分都致力于为美国和拉丁美洲的机构、家族理财室和超高净值个人提供服务的领先投资咨询团队。2011-2023年期间，Bowser先生在资产管理公司桥水联合公司担任多个职务，最近除担任合伙人和业务委员会成员外，还担任首席多样性干事。在加入桥水公司之前，他于2007年至2011年担任瑞银美洲财富管理公司董事总经理兼投资服务主管，在此之前，于1999年至2007年担任花旗银行私人银行拉丁美洲分部董事总经理兼客户解决方案主管。Bowser先生自2021年起担任Stout Risius Ross的独立董事、Black Hedge Fund Professionals Network的创始董事会成员，曾在Robert Toigo Foundation、纽约城市联盟、宾夕法尼亚大学的董事会任职，并担任大迈阿密商会道德问题工作组副主席。2020年，他被评为百大“EMPower少数族裔执行榜样”。
- Alan C. Bowser has served as a Board member of the Eaton Vance open end funds since 2022 and of the Eaton Vance closed end funds since 2023. Mr. Bowser has over 25 years of experience in the financial services indtry, most of which has been dedicated to leading investment advisory teams serving institutions, family offices, and ultra high net worth individuals in the U.S. and Latin America. From 2011 2023, Mr. Bowser served in several capacities at Bridgewater Associates, an asset management firm, including most recently serving as Chief Diversity Officer and Co Head of the Americas Region in addition to being a Partner and a member of the Operating Committee. Prior to joining Bridgewater Associates, he was Managing Director and Head of Investment Services at UBS alth Management Americas from 2007 to 2010 and, before that, Managing Director and Head of Client Solutions for the Latin America Division at the Citibank Private Bank from 1999 to 2007. Mr. Bowser has been an Independent Director of Stout Risi Ross since 2021, a founding Board Member and current Board Chair of the Black Hedge Fund Professionals Network and has served on the Boards of the Robert Toigo Foundation, the New York Urban League, the University of Pennsylvania, and as Vice Chairman of the Greater Miami Chamber of Commerce Task Force on Ethics. In 2020, he was recognized as one of the top 100 "EMPor Ethnic Minority Executive Role Models" and in 2022 he was recognized by Biness Insider magazine as one of 14 "Diversity Trailblazers" making corporate America more inclive. Mr. Bowser received a Bachelor of Science degree in Economics, summa cum laude, from The Wharton School, University of Pennsylvania, and a Master of Philosophy in Politics from Oxford University.
- Valerie A. Mosley
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Valerie A. Mosley， 自2013年12月起加入Dynex Capital, Inc.董事会。她之前曾被Mr. Boston推荐进入董事会。自2012年6月起担任 Valmo Ventures公司（创建，协作和投资能够增加投资组合回报和社会价值的公司、资产和计划）执行官。担任Valmo Ventures首席执行官之前，她是 Wellington管理公司合伙人、高级副合伙人及投资策略官。在 Wellington管理公司任职20年间，她为企业和公共养老基金，保险公司一般账户，养老基金和共同基金管理数十亿美元的投资组合。她现任董事投资、提名和管制委员会成员。从1990年到1992年，她还担任PG Corbin Asset Management的首席投资官；从1986年到1990年，她在Kidder Peabody的机构公司债券销售工作。她也是Progress Investment Management Company的董事，该公司是新兴经理的经理，直到2020年。她是Groupon, Inc.（电子商务供应商）的董事，以及Envestnet, Inc.（财富管理和金融健康智能系统供应商）的董事。她也是DraftKings, Inc.（数字体育娱乐和游戏公司）的董事。她此前曾担任Dynex Capital, Inc.（抵押贷款REIT）的董事（2013-2020年）。她是几家主要非营利组织和捐赠基金的受托人或董事会成员，包括New Profit，一家识别、投资和帮助规模社会企业家的社会风险公司。她是the United Auto Workers Retirement Medical benefit Trust的风险审计委员会成员和New York State Common Retirement Fund的投资咨询委员会成员。她任职于MiDA的机构投资者咨询委员会，MiDA是美国国际开发署（U.S. Agency for International Development）的合作伙伴，专注于非洲的投资机会，她还为Impact X和Zeal Capital等风险基金提供咨询，这些风险基金主要关注企业家。她1982年获得杜克大学学士学位；1986年获得宾夕法尼亚大学工商管理硕士学位。
Valerie A. Mosley has served as a member of the Eaton Vance Fund Boards since 2014. In 2020, she founded Upward alth, Inc., doing biness as BrightUp, a fintech platform foced on helping everyday workers grow their net worth and reinforce their self worth. From 1992 through 2012, Ms. Mosley served in several capacities at llington Management Company, LLP, an investment management firm, including as a Partner, Senior Vice President, Portfolio Manager and Investment Strategist. Ms. Mosley also served as Chief Investment Officer at PG Corbin Asset Management from 1990 1992 and worked in institutional corporate bond sales at Kidder Peabody from 1986 1990. She is a Director of DraftKings, Inc., a digital sports entertainment and gaming company. In addition, she is also a board member of Caribou Financial, Inc., an auto loan refinancing company. Ms. Mosley previoly served as a Director of Dynex Capital, Inc., a mortgage REIT, from 2013 2020, a Director of Progress Investment Management Company, a manager of emerging managers, until 2020, a Director of Groupon, Inc., an e commerce platform from 2020 2022, and a Director of Envestnet, Inc., a provider of intelligent systems for alth management and financial llness, from 2018 2024. She serves as a trtee or board member of several major non profit organizations and endowments. Ms. Mosley earned a Bachelor of Arts degree in History from Duke University and a Master of Biness Administration degree from The Wharton School, University of Pennsylvania. Ms. Mosley was a CFA charterholder during her professional investment career. - Valerie A. Mosley， 自2013年12月起加入Dynex Capital, Inc.董事会。她之前曾被Mr. Boston推荐进入董事会。自2012年6月起担任 Valmo Ventures公司（创建，协作和投资能够增加投资组合回报和社会价值的公司、资产和计划）执行官。担任Valmo Ventures首席执行官之前，她是 Wellington管理公司合伙人、高级副合伙人及投资策略官。在 Wellington管理公司任职20年间，她为企业和公共养老基金，保险公司一般账户，养老基金和共同基金管理数十亿美元的投资组合。她现任董事投资、提名和管制委员会成员。从1990年到1992年，她还担任PG Corbin Asset Management的首席投资官；从1986年到1990年，她在Kidder Peabody的机构公司债券销售工作。她也是Progress Investment Management Company的董事，该公司是新兴经理的经理，直到2020年。她是Groupon, Inc.（电子商务供应商）的董事，以及Envestnet, Inc.（财富管理和金融健康智能系统供应商）的董事。她也是DraftKings, Inc.（数字体育娱乐和游戏公司）的董事。她此前曾担任Dynex Capital, Inc.（抵押贷款REIT）的董事（2013-2020年）。她是几家主要非营利组织和捐赠基金的受托人或董事会成员，包括New Profit，一家识别、投资和帮助规模社会企业家的社会风险公司。她是the United Auto Workers Retirement Medical benefit Trust的风险审计委员会成员和New York State Common Retirement Fund的投资咨询委员会成员。她任职于MiDA的机构投资者咨询委员会，MiDA是美国国际开发署（U.S. Agency for International Development）的合作伙伴，专注于非洲的投资机会，她还为Impact X和Zeal Capital等风险基金提供咨询，这些风险基金主要关注企业家。她1982年获得杜克大学学士学位；1986年获得宾夕法尼亚大学工商管理硕士学位。
- Valerie A. Mosley has served as a member of the Eaton Vance Fund Boards since 2014. In 2020, she founded Upward alth, Inc., doing biness as BrightUp, a fintech platform foced on helping everyday workers grow their net worth and reinforce their self worth. From 1992 through 2012, Ms. Mosley served in several capacities at llington Management Company, LLP, an investment management firm, including as a Partner, Senior Vice President, Portfolio Manager and Investment Strategist. Ms. Mosley also served as Chief Investment Officer at PG Corbin Asset Management from 1990 1992 and worked in institutional corporate bond sales at Kidder Peabody from 1986 1990. She is a Director of DraftKings, Inc., a digital sports entertainment and gaming company. In addition, she is also a board member of Caribou Financial, Inc., an auto loan refinancing company. Ms. Mosley previoly served as a Director of Dynex Capital, Inc., a mortgage REIT, from 2013 2020, a Director of Progress Investment Management Company, a manager of emerging managers, until 2020, a Director of Groupon, Inc., an e commerce platform from 2020 2022, and a Director of Envestnet, Inc., a provider of intelligent systems for alth management and financial llness, from 2018 2024. She serves as a trtee or board member of several major non profit organizations and endowments. Ms. Mosley earned a Bachelor of Arts degree in History from Duke University and a Master of Biness Administration degree from The Wharton School, University of Pennsylvania. Ms. Mosley was a CFA charterholder during her professional investment career.
- Susan J. Sutherland
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Susan J. Sutherland，此前曾是Skadden, Arps、Slate、Meagher & Flom LLP的金融机构部的一位高级合伙人，一直到在这些公司工作了30年之后于2013年3月退休。在过去的20年里，她主要代表美国（U.S。）和国际保险与再保险公司、投资银行以及与保险相关企业交易的私人股本公司。她还曾对大量的企业交易提供建议，包括医疗、运输、工业和消费产品行业。Sutherland女士目前在New York Theatre Ballet 和Literacy股份有限公司的董事会任职，担任管理委员会主席。她是美国企业董事联合会（美国企业董事联合会）的一位管理成员。
Susan J. Sutherland has served as a member of the Eaton Vance Fund Boards since 2015 and is the Chairperson of the Governance Committee. Since 2023, she has also served as a Director of Ascot Underwriting Limited, a UK based subsidiary of Ascot Group Limited, and is formerly a Director of Ascot Group Limited from 2017 2025. Ascot Group Limited, through its related binesses including Syndicate 1414 at Lloyd's of London, is a leading global underwriter of specialty property and casualty insurance and reinsurance. In addition, Ms. Sutherland was a Director of Kairos Acquisition Corp. from 2021 until its dissolution in 2023, which had concentrated on acquisition and biness combination efforts within the insurance and insurance technology (also known as "InsurTech") sectors. Ms. Sutherland was also a Director of Montpelier Re Holdings Ltd., a global provider of ctomized reinsurance and insurance products, from 2013 until its sale in 2015 and of Hagerty Holding Corp., a leading provider of specialized automobile and marine insurance from 2015 2018. From 1982 through 2013, Ms. Sutherland was an associate, counsel and then a partner in the Financial Institutions Group of the global law firm Skadden, Arps, Slate, Meagher & Flom LLP, where she primarily represented U.S. and international insurance and reinsurance companies, investment banks and private equity firms in insurance related corporate transactions. In addition, Ms. Sutherland has also served as a board member of prominent non profit organizations. Ms. Sutherland earned a Bachelor of Arts degree in political science, with highest honors, from Denison University and a Juris Doctor degree from New York University School of Law, where she was a Root Tilden Scholar. - Susan J. Sutherland，此前曾是Skadden, Arps、Slate、Meagher & Flom LLP的金融机构部的一位高级合伙人，一直到在这些公司工作了30年之后于2013年3月退休。在过去的20年里，她主要代表美国（U.S。）和国际保险与再保险公司、投资银行以及与保险相关企业交易的私人股本公司。她还曾对大量的企业交易提供建议，包括医疗、运输、工业和消费产品行业。Sutherland女士目前在New York Theatre Ballet 和Literacy股份有限公司的董事会任职，担任管理委员会主席。她是美国企业董事联合会（美国企业董事联合会）的一位管理成员。
- Susan J. Sutherland has served as a member of the Eaton Vance Fund Boards since 2015 and is the Chairperson of the Governance Committee. Since 2023, she has also served as a Director of Ascot Underwriting Limited, a UK based subsidiary of Ascot Group Limited, and is formerly a Director of Ascot Group Limited from 2017 2025. Ascot Group Limited, through its related binesses including Syndicate 1414 at Lloyd's of London, is a leading global underwriter of specialty property and casualty insurance and reinsurance. In addition, Ms. Sutherland was a Director of Kairos Acquisition Corp. from 2021 until its dissolution in 2023, which had concentrated on acquisition and biness combination efforts within the insurance and insurance technology (also known as "InsurTech") sectors. Ms. Sutherland was also a Director of Montpelier Re Holdings Ltd., a global provider of ctomized reinsurance and insurance products, from 2013 until its sale in 2015 and of Hagerty Holding Corp., a leading provider of specialized automobile and marine insurance from 2015 2018. From 1982 through 2013, Ms. Sutherland was an associate, counsel and then a partner in the Financial Institutions Group of the global law firm Skadden, Arps, Slate, Meagher & Flom LLP, where she primarily represented U.S. and international insurance and reinsurance companies, investment banks and private equity firms in insurance related corporate transactions. In addition, Ms. Sutherland has also served as a board member of prominent non profit organizations. Ms. Sutherland earned a Bachelor of Arts degree in political science, with highest honors, from Denison University and a Juris Doctor degree from New York University School of Law, where she was a Root Tilden Scholar.
高管简历
中英对照 | 中文 | 英文- James F. Kirchner
JamesF.Kirchner，EatonVance和BMR的Vice President。Eaton Vance或BMR管理的144家注册投资公司的官员。自2016年以来，还担任CRM的Vice President，以及CRM建议或管理的39家注册投资公司的高级管理人员。
James F. Kirchner,Vice President of Eaton Vance and BMR. Officer of 122 registered investment companies managed by Eaton Vance or BMR. Also Vice President of CRM and officer of 45 registered investment companies advised or administered by CRM since 2016.- JamesF.Kirchner，EatonVance和BMR的Vice President。Eaton Vance或BMR管理的144家注册投资公司的官员。自2016年以来，还担任CRM的Vice President，以及CRM建议或管理的39家注册投资公司的高级管理人员。
- James F. Kirchner,Vice President of Eaton Vance and BMR. Officer of 122 registered investment companies managed by Eaton Vance or BMR. Also Vice President of CRM and officer of 45 registered investment companies advised or administered by CRM since 2016.
- Deidre E. Walsh
Deidre E.Walsh，Eaton Vance和BMR的副总裁。Eaton Vance或BMR管理的139家注册投资公司的官员。自2021年以来，还担任CRM的副总裁，以及CRM建议或管理的39家注册投资公司的高管。
Deidre E. Walsh,Vice President of Eaton Vance and BMR. Officer of 122 registered investment companies managed by Eaton Vance or BMR. Also Vice President of CRM and officer of 45 registered investment companies advised or administered by CRM since 2021.- Deidre E.Walsh，Eaton Vance和BMR的副总裁。Eaton Vance或BMR管理的139家注册投资公司的官员。自2021年以来，还担任CRM的副总裁，以及CRM建议或管理的39家注册投资公司的高管。
- Deidre E. Walsh,Vice President of Eaton Vance and BMR. Officer of 122 registered investment companies managed by Eaton Vance or BMR. Also Vice President of CRM and officer of 45 registered investment companies advised or administered by CRM since 2021.
- Nicholas S. Di Lorenzo
尼古拉斯·S·迪洛伦佐，Eaton Vance或BMR管理的129家注册投资公司的管理人员。曾任Dechert LLP助理（2012-2021年）和法律顾问（2022年）。
Nicholas S. Di Lorenzo,Officer of 122 registered investment companies managed by Eaton Vance or BMR. Formerly, associate (2012-2021) and counsel (2022) at Dechert LLP.- 尼古拉斯·S·迪洛伦佐，Eaton Vance或BMR管理的129家注册投资公司的管理人员。曾任Dechert LLP助理（2012-2021年）和法律顾问（2022年）。
- Nicholas S. Di Lorenzo,Officer of 122 registered investment companies managed by Eaton Vance or BMR. Formerly, associate (2012-2021) and counsel (2022) at Dechert LLP.
- Kenneth A. Topping
Kenneth A. Topping，Eaton Vance和BMR的副总裁兼首席行政官，以及MSIM公共市场的首席运营官。由Eaton Vance或BMR管理的104家注册投资公司的高级职员。自2021年起担任卡尔弗特研究与管理（“CRM”）副总裁。曾任高盛 Asset Management‘Classic’首席运营官（2009-2020）。
Kenneth A. Topping,Vice President and Chief Administrative Officer of Eaton Vance and BMR and Chief Operating Officer for Public Markets at MSIM. Officer of 104 registered investment companies managed by Eaton Vance or BMR. Also Vice President of Calvert Research and Management ("CRM") since 2021. Formerly, Chief Operating Officer for Goldman Sachs Asset Management 'Classic' (2009-2020).- Kenneth A. Topping，Eaton Vance和BMR的副总裁兼首席行政官，以及MSIM公共市场的首席运营官。由Eaton Vance或BMR管理的104家注册投资公司的高级职员。自2021年起担任卡尔弗特研究与管理（“CRM”）副总裁。曾任高盛 Asset Management‘Classic’首席运营官（2009-2020）。
- Kenneth A. Topping,Vice President and Chief Administrative Officer of Eaton Vance and BMR and Chief Operating Officer for Public Markets at MSIM. Officer of 104 registered investment companies managed by Eaton Vance or BMR. Also Vice President of Calvert Research and Management ("CRM") since 2021. Formerly, Chief Operating Officer for Goldman Sachs Asset Management 'Classic' (2009-2020).
- Laura T. Donovan
Laura T. Donovan，Eaton Vance和BMR的副总裁。Eaton Vance或BMR管理的122家注册投资公司的高级职员。
Laura T. Donovan,Vice President of Eaton Vance and BMR. Officer of 122 registered investment companies managed by Eaton Vance or BMR.- Laura T. Donovan，Eaton Vance和BMR的副总裁。Eaton Vance或BMR管理的122家注册投资公司的高级职员。
- Laura T. Donovan,Vice President of Eaton Vance and BMR. Officer of 122 registered investment companies managed by Eaton Vance or BMR.