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 | Independent Trustee | 60 | 38.41万美元 | 未持股 | 2026-11-02 |
| Cynthia E. Frost | 女 | Independent Trustee | 65 | 41.41万美元 | 未持股 | 2026-11-02 |
| George J. Gorman | 男 | Independent Trustee | 74 | 52.93万美元 | 未持股 | 2026-11-02 |
| Keith Quinton | 男 | Independent Trustee | 68 | 39.11万美元 | 未持股 | 2026-11-02 |
| Scott E. Wennerholm | 男 | Chairperson of the Board and Trustee | 67 | 42.91万美元 | 未持股 | 2026-11-02 |
| Nancy Wiser Stefani | 女 | Independent Trustee | 59 | 38.28万美元 | 未持股 | 2026-11-02 |
| Alan C. Bowser | 男 | Independent Trustee | 64 | 35.01万美元 | 未持股 | 2026-11-02 |
| Valerie A. Mosley | 女 | Independent Trustee | 66 | 41.41万美元 | 未持股 | 2026-11-02 |
| Susan J. Sutherland | 女 | Independent Trustee | 69 | 41.41万美元 | 未持股 | 2026-11-02 |
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 | 男 | Treasurer | 59 | 未披露 | 未持股 | 2026-11-02 |
| Deidre E. Walsh | -- | Chief Legal Officer and Vice President | 55 | 未披露 | 未持股 | 2026-11-02 |
| Nicholas S. Di Lorenzo | -- | Secretary | 39 | 未披露 | 未持股 | 2026-11-02 |
| Kenneth A. Topping | -- | President | 60 | 未披露 | 未持股 | 2026-11-02 |
| Laura T. Donovan | -- | Chief Compliance Officer | 50 | 未披露 | 未持股 | 2026-11-02 |
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 Industrial Realty Trust, Inc. (NYSE: FR), a fully integrated REIT specializing in industrial 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 Committee. Mr. Smith was previously a Director of DCT Industrial Trust 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 Ourselves, the Core Knowledge Foundation, and the Harvard Medical School Advisory Council on Education. He previously served as a trustee 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 Business 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 Industrial Realty Trust, Inc. (NYSE: FR), a fully integrated REIT specializing in industrial 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 Committee. Mr. Smith was previously a Director of DCT Industrial Trust 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 Ourselves, the Core Knowledge Foundation, and the Harvard Medical School Advisory Council on Education. He previously served as a trustee 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 Business Administration degree from The Wharton School, University of Pennsylvania.
- Cynthia E. Frost
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Cynthia E. Frost自2014年起担任Eaton Vance基金董事会成员。从2000年到2012年，弗罗斯特女士担任布朗大学的首席投资官，负责监督管理该大学捐赠基金的第三方投资经理的评估、选择和监督。从1995年到2000年，弗罗斯特女士是杜克管理公司的投资组合策略师，该公司负责监督杜克大学的捐赠基金。Frost女士还曾于1989年至1995年在Cambridge Associates、1987年至1989年在Bain and Company和1983年至1985年在BA Investment Management Company担任过各种投资和咨询职务。她担任MCNC捐赠基金投资委员会成员。Frost女士以优异成绩获得斯坦福大学经济学文学学士学位和达特茅斯学院Amos Tuck School的Edward Tuck Scholar工商管理硕士学位。Frost女士是一名CFA职业投资生涯中的特许持有人。
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 various 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 Business Administration degree, Edward Tuck Scholar, from Amos Tuck School, Dartmouth College. Ms. Frost was a CFA charterholder during her professional investment career. - Cynthia E. Frost自2014年起担任Eaton Vance基金董事会成员。从2000年到2012年，弗罗斯特女士担任布朗大学的首席投资官，负责监督管理该大学捐赠基金的第三方投资经理的评估、选择和监督。从1995年到2000年，弗罗斯特女士是杜克管理公司的投资组合策略师，该公司负责监督杜克大学的捐赠基金。Frost女士还曾于1989年至1995年在Cambridge Associates、1987年至1989年在Bain and Company和1983年至1985年在BA Investment Management Company担任过各种投资和咨询职务。她担任MCNC捐赠基金投资委员会成员。Frost女士以优异成绩获得斯坦福大学经济学文学学士学位和达特茅斯学院Amos Tuck School的Edward Tuck Scholar工商管理硕士学位。Frost女士是一名CFA职业投资生涯中的特许持有人。
- 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 various 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 Business 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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George J. Gorman自2014年起担任Eaton Vance基金董事会成员，并担任审计委员会和合同审查委员会主席。从1974年到2009年，Gorman先生在安永会计师事务所担任过各种职务，包括担任资产管理集团的高级合伙人（从1988年起），专门管理负责审计在SEC注册的共同基金、对冲基金和私募股权基金的业务团队。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年至2014年的美国银行货币市场基金系列信托基金和2010年至2014年的Ashmore基金。Gorman先生以优异成绩获得杜肯大学工商管理理学学士学位和达特茅斯学院Amos Tuck School工商管理硕士学位。他是纽约州和马萨诸塞州的注册会计师。
George J. Gorman has served as a member of the Eaton Vance Fund Boards since 2014 and is the Chairperson of the Audit Committee and of the Contract Review Committee. From 1974 through 2009, Mr. Gorman served in various 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 trustee of other mutual fund complexes, including the Bank of America Money Market Funds Series Trust from 2011 2014 and the Ashmore Funds from 2010 2014. Mr. Gorman received a Bachelor of Science degree, cum aude, in Business and Administration from Duquesne University and a Master of Business Administration degree from Amos Tuck School, Dartmouth College. He is a CPA in New York and Massachusetts. - George J. Gorman自2014年起担任Eaton Vance基金董事会成员，并担任审计委员会和合同审查委员会主席。从1974年到2009年，Gorman先生在安永会计师事务所担任过各种职务，包括担任资产管理集团的高级合伙人（从1988年起），专门管理负责审计在SEC注册的共同基金、对冲基金和私募股权基金的业务团队。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年至2014年的美国银行货币市场基金系列信托基金和2010年至2014年的Ashmore基金。Gorman先生以优异成绩获得杜肯大学工商管理理学学士学位和达特茅斯学院Amos Tuck School工商管理硕士学位。他是纽约州和马萨诸塞州的注册会计师。
- George J. Gorman has served as a member of the Eaton Vance Fund Boards since 2014 and is the Chairperson of the Audit Committee and of the Contract Review Committee. From 1974 through 2009, Mr. Gorman served in various 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 trustee of other mutual fund complexes, including the Bank of America Money Market Funds Series Trust from 2011 2014 and the Ashmore Funds from 2010 2014. Mr. Gorman received a Bachelor of Science degree, cum aude, in Business and Administration from Duquesne University and a Master of Business Administration degree from Amos Tuck School, Dartmouth College. He is a CPA in New York and Massachusetts.
- Keith Quinton
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Keith Quinton自2018年起担任Eaton Vance基金董事会成员，为封闭式基金委员会主席。在从富达投资退休之前，他在投资行业拥有超过30年的经验，从2001年到2014年，他曾担任投资组合经理和高级量化分析师。在加入富达之前，Quinton先生于2000年至2001年担任MFS投资管理公司的副总裁和量化分析师。1997年至2000年，他担任Santander Global Advisors的高级量化分析师，1995年至1997年，Quinton先生担任Putnam Investments量化股票研究部门的高级副总裁。在加入Putnam Investments之前，Quinton先生曾在Eberstadt Fleming、Falconwood Securities Corporation和Drexel Burnham Lambert担任过各种投资职务，并于1983年作为高级量化分析师开始了他在投资行业的职业生涯。Quinton先生曾担任新罕布什尔州退休制度的独立投资委员会成员，这是一个五人委员会，根据董事会批准的投资政策和资产分配管理投资（2017-2021年），并担任新罕布什尔州市政债券银行的董事（2016-2021年）和董事长（2019-2021年）。Quinton先生在达特茅斯学院获得了俄语Artium Baccalaurei学位，并在达特茅斯学院Amos Tuck School获得了工商管理硕士学位。昆顿先生是个CFA？特许持有人在其职业投资生涯中。
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 industry 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 various investment roles at Eberstadt Fleming, Falconwood Securities Corporation and Drexel Burnham Lambert, where he began his career in the investment industry as a senior quantitative analyst in 1983. Mr. Quinton served as an Independent Investment Committee Member of the New Hampshire Retirement System, a five member committee that manages investments based on the investment policy and asset allocation approved by the board of trustees (2017 2021), and as a Director (2016 2021) and Chairman (2019 2021) of the New Hampshire Municipal Bond Bank. Mr. Quinton earned an Artium Baccalaurei degree in Russian from Dartmouth College and a Master of Business Administration degree from Amos Tuck School, Dartmouth College. Mr. Quinton was a CFA charterholder during his professional investment career. - Keith Quinton自2018年起担任Eaton Vance基金董事会成员，为封闭式基金委员会主席。在从富达投资退休之前，他在投资行业拥有超过30年的经验，从2001年到2014年，他曾担任投资组合经理和高级量化分析师。在加入富达之前，Quinton先生于2000年至2001年担任MFS投资管理公司的副总裁和量化分析师。1997年至2000年，他担任Santander Global Advisors的高级量化分析师，1995年至1997年，Quinton先生担任Putnam Investments量化股票研究部门的高级副总裁。在加入Putnam Investments之前，Quinton先生曾在Eberstadt Fleming、Falconwood Securities Corporation和Drexel Burnham Lambert担任过各种投资职务，并于1983年作为高级量化分析师开始了他在投资行业的职业生涯。Quinton先生曾担任新罕布什尔州退休制度的独立投资委员会成员，这是一个五人委员会，根据董事会批准的投资政策和资产分配管理投资（2017-2021年），并担任新罕布什尔州市政债券银行的董事（2016-2021年）和董事长（2019-2021年）。Quinton先生在达特茅斯学院获得了俄语Artium Baccalaurei学位，并在达特茅斯学院Amos Tuck School获得了工商管理硕士学位。昆顿先生是个CFA？特许持有人在其职业投资生涯中。
- 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 industry 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 various investment roles at Eberstadt Fleming, Falconwood Securities Corporation and Drexel Burnham Lambert, where he began his career in the investment industry as a senior quantitative analyst in 1983. Mr. Quinton served as an Independent Investment Committee Member of the New Hampshire Retirement System, a five member committee that manages investments based on the investment policy and asset allocation approved by the board of trustees (2017 2021), and as a Director (2016 2021) and Chairman (2019 2021) of the New Hampshire Municipal Bond Bank. Mr. Quinton earned an Artium Baccalaurei degree in Russian from Dartmouth College and a Master of Business Administration degree from Amos Tuck School, Dartmouth College. Mr. Quinton was a CFA charterholder during his professional investment career.
- Scott E. Wennerholm
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Scott E. Wennerholm自2016年起担任Eaton Vance基金董事会成员，为董事会独立主席。他在金融服务行业拥有超过30年的经验，担任过各种领导和执行职务。Wennerholm先生自2005年至2011年担任纽约梅隆银行资产管理公司的首席运营官和执行副总裁。他还于1997年至2004年担任法国外贸银行全球资产管理公司的首席运营官和首席财务官，并于1994年至1997年担任富达投资机构服务公司的副总裁。此外，Wennerholm先生自2012年至2018年担任会德丰学院的受托人，该学院是一所高等教育机构。Wennerholm先生在Furman大学获得工商管理和哲学文学士学位，在波士顿大学获得工商管理硕士学位。他曾在第7、24、27和63系列中持有FINRA牌照。
Scott E. Wennerholm has served as a member of the Eaton Vance Fund Boards since 2016 and is the Independent Chairperson of the Board. He has over 30 years of experience in the financial services industry in various 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 Trustee at Wheelock College, a postsecondary institution from 2012 2018. Mr. Wennerholm earned Bachelor of Arts degrees in Business Administration and in Philosophy from Furman University and a Master of Business Administration degree from Boston University. He has held FINRA licenses in Series 7, 24, 27, and 63. - Scott E. Wennerholm自2016年起担任Eaton Vance基金董事会成员，为董事会独立主席。他在金融服务行业拥有超过30年的经验，担任过各种领导和执行职务。Wennerholm先生自2005年至2011年担任纽约梅隆银行资产管理公司的首席运营官和执行副总裁。他还于1997年至2004年担任法国外贸银行全球资产管理公司的首席运营官和首席财务官，并于1994年至1997年担任富达投资机构服务公司的副总裁。此外，Wennerholm先生自2012年至2018年担任会德丰学院的受托人，该学院是一所高等教育机构。Wennerholm先生在Furman大学获得工商管理和哲学文学士学位，在波士顿大学获得工商管理硕士学位。他曾在第7、24、27和63系列中持有FINRA牌照。
- Scott E. Wennerholm has served as a member of the Eaton Vance Fund Boards since 2016 and is the Independent Chairperson of the Board. He has over 30 years of experience in the financial services industry in various 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 Trustee at Wheelock College, a postsecondary institution from 2012 2018. Mr. Wennerholm earned Bachelor of Arts degrees in Business Administration and in Philosophy from Furman University and a Master of Business 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 Wiser Stefani自2022年起担任Eaton Vance基金董事会成员，并担任合规报告和监管事项委员会主席。在2024年被收购之前，她还曾担任Rimes Technologies的公司董事，Rimes Technologies是一家总部位于伦敦的数据管理公司（2022年2024年）。Stefani女士在投资管理和金融服务行业拥有超过35年的经验。从2011年至2021年，Stefani女士在富国银行资产管理公司担任执行副总裁、富国银行基金的全球运营主管和财务主管，负责监督运营和治理事务。在治理方面，Stefani女士担任富国银行资产管理英国和卢森堡法律实体以及卢森堡基金的董事会主席。此外，Stefani女士自2012年至2021年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，Stefani女士自2008年至2011年在LightBox Capital Management担任首席运营官和首席合规官，自2006年至2007年在GMN Capital Management担任首席合规官，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），此前曾在其他几个非营利委员会任职，包括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。Stefani女士获得了普罗维登斯学院工商管理理学学士学位。
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 industry. From 2011 2021, Ms. Stefani served as an Executive Vice President, Global Head of Operations and Treasurer of Wells Fargo Funds, at Wells 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 Wells Fargo Asset Management United Kingdom and Luxembourg legal entities as well as the Luxembourg funds. Additionally, Ms. Stefani served as the Treasurer for the Wells Fargo Funds from 2012 2021. Prior to joining Wells 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 Trustees (since 2022) and previously served on several other non profit boards including her alma mater Providence College Business Advisory board, Boston Scores and the National Black MBA Advisory board. Ms. Stefani earned a Bachelor of Science degree in Business Administration from Providence College. - Nancy Wiser Stefani自2022年起担任Eaton Vance基金董事会成员，并担任合规报告和监管事项委员会主席。在2024年被收购之前，她还曾担任Rimes Technologies的公司董事，Rimes Technologies是一家总部位于伦敦的数据管理公司（2022年2024年）。Stefani女士在投资管理和金融服务行业拥有超过35年的经验。从2011年至2021年，Stefani女士在富国银行资产管理公司担任执行副总裁、富国银行基金的全球运营主管和财务主管，负责监督运营和治理事务。在治理方面，Stefani女士担任富国银行资产管理英国和卢森堡法律实体以及卢森堡基金的董事会主席。此外，Stefani女士自2012年至2021年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，Stefani女士自2008年至2011年在LightBox Capital Management担任首席运营官和首席合规官，自2006年至2007年在GMN Capital Management担任首席合规官，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），此前曾在其他几个非营利委员会任职，包括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。Stefani女士获得了普罗维登斯学院工商管理理学学士学位。
- 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 industry. From 2011 2021, Ms. Stefani served as an Executive Vice President, Global Head of Operations and Treasurer of Wells Fargo Funds, at Wells 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 Wells Fargo Asset Management United Kingdom and Luxembourg legal entities as well as the Luxembourg funds. Additionally, Ms. Stefani served as the Treasurer for the Wells Fargo Funds from 2012 2021. Prior to joining Wells 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 Trustees (since 2022) and previously served on several other non profit boards including her alma mater Providence College Business Advisory board, Boston Scores and the National Black MBA Advisory board. Ms. Stefani earned a Bachelor of Science degree in Business Administration from Providence College.
- Alan C. Bowser
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Alan C. Bowser自2022年起担任Eaton Vance开放式基金的董事会成员，自2023年起担任Eaton Vance封闭式基金的董事会成员。Bowser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、家族办公室和超高净值个人提供服务的领先投资顾问团队。从2011年至2023年，Bowser先生曾在资产管理公司桥水 Associates担任多个职务，除了担任合伙人和运营委员会成员外，最近还担任首席多元化官和美洲地区联席主管。在加入桥水 Associates之前，他于2007年至2010年担任瑞银财富管理美洲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年以来一直担任Stout Risius Ross的独立董事，是Black Hedge Fund Professionals Network的创始董事会成员和现任董事会主席，曾在Robert Toigo基金会、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特别工作组副主席。2020年，他被公认为“EMPower少数族裔高管榜样”100强，2022年，他被《商业内幕》杂志公认为让美国企业更具包容性的14位“多元化开拓者”之一。Bowser先生以优异成绩获得宾夕法尼亚大学沃顿商学院经济学理学学士学位，并获得牛津大学政治哲学硕士学位。
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 industry, 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 Wealth 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 Risius 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 "EMPower Ethnic Minority Executive Role Models" and in 2022 he was recognized by Business Insider magazine as one of 14 "Diversity Trailblazers" making corporate America more inclusive. 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. - Alan C. Bowser自2022年起担任Eaton Vance开放式基金的董事会成员，自2023年起担任Eaton Vance封闭式基金的董事会成员。Bowser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、家族办公室和超高净值个人提供服务的领先投资顾问团队。从2011年至2023年，Bowser先生曾在资产管理公司桥水 Associates担任多个职务，除了担任合伙人和运营委员会成员外，最近还担任首席多元化官和美洲地区联席主管。在加入桥水 Associates之前，他于2007年至2010年担任瑞银财富管理美洲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年以来一直担任Stout Risius Ross的独立董事，是Black Hedge Fund Professionals Network的创始董事会成员和现任董事会主席，曾在Robert Toigo基金会、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特别工作组副主席。2020年，他被公认为“EMPower少数族裔高管榜样”100强，2022年，他被《商业内幕》杂志公认为让美国企业更具包容性的14位“多元化开拓者”之一。Bowser先生以优异成绩获得宾夕法尼亚大学沃顿商学院经济学理学学士学位，并获得牛津大学政治哲学硕士学位。
- 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 industry, 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 Wealth 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 Risius 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 "EMPower Ethnic Minority Executive Role Models" and in 2022 he was recognized by Business Insider magazine as one of 14 "Diversity Trailblazers" making corporate America more inclusive. 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 Wealth, Inc., doing business as BrightUp, a fintech platform focused on helping everyday workers grow their net worth and reinforce their self worth. From 1992 through 2012, Ms. Mosley served in several capacities at Wellington 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 previously 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 wealth management and financial wellness, from 2018 2024. She serves as a trustee 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 Business 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 Wealth, Inc., doing business as BrightUp, a fintech platform focused on helping everyday workers grow their net worth and reinforce their self worth. From 1992 through 2012, Ms. Mosley served in several capacities at Wellington 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 previously 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 wealth management and financial wellness, from 2018 2024. She serves as a trustee 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 Business 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. She is formerly a Director of Ascot Group Limited from 2017 2025 and of Ascot Underwriting Limited from 2023 2025, a UK based subsidiary of Ascot Group Limited. Ascot Group Limited, through its related businesses 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 business 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 customized 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. She is formerly a Director of Ascot Group Limited from 2017 2025 and of Ascot Underwriting Limited from 2023 2025, a UK based subsidiary of Ascot Group Limited. Ascot Group Limited, through its related businesses 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 business 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 customized 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
James F. KirchnerEaton Vance和BMR副总裁。由Eaton Vance或BMR管理的120家注册投资公司的官员。亦为CRM副总裁、自2016年起获CRM建议或管理的38家注册投资公司的高级管理人员，及自2026年4月30日起担任各只摩根士丹利基金的财务主管和首席财务官。
James F. Kirchner Vice President of Eaton Vance and BMR. Officer of 120 registered investment companies managed by Eaton Vance or BMR. Also Vice President of CRM and officer of 38 registered investment companies advised or administered by CRM since 2016 and Treasurer and Principal Financial Officer of various Morgan Stanley funds since April 30, 2026.- James F. KirchnerEaton Vance和BMR副总裁。由Eaton Vance或BMR管理的120家注册投资公司的官员。亦为CRM副总裁、自2016年起获CRM建议或管理的38家注册投资公司的高级管理人员，及自2026年4月30日起担任各只摩根士丹利基金的财务主管和首席财务官。
- James F. Kirchner Vice President of Eaton Vance and BMR. Officer of 120 registered investment companies managed by Eaton Vance or BMR. Also Vice President of CRM and officer of 38 registered investment companies advised or administered by CRM since 2016 and Treasurer and Principal Financial Officer of various Morgan Stanley funds since April 30, 2026.
- Deidre E. Walsh
Eaton Vance和BMR副总裁Deidre E. Walsh。由Eaton Vance或BMR管理的120家注册投资公司的主管。也是CRM副总裁兼自2021年以来由CRM提供咨询或管理的38家注册投资公司的高级管理人员。
Deidre E. Walsh Vice President of Eaton Vance and BMR. Officer of 120 registered investment companies managed by Eaton Vance or BMR. Also Vice President of CRM and officer of 38 registered investment companies advised or administered by CRM since 2021.- Eaton Vance和BMR副总裁Deidre E. Walsh。由Eaton Vance或BMR管理的120家注册投资公司的主管。也是CRM副总裁兼自2021年以来由CRM提供咨询或管理的38家注册投资公司的高级管理人员。
- Deidre E. Walsh Vice President of Eaton Vance and BMR. Officer of 120 registered investment companies managed by Eaton Vance or BMR. Also Vice President of CRM and officer of 38 registered investment companies advised or administered by CRM since 2021.
- Nicholas S. Di Lorenzo
由Eaton Vance或BMR管理的120家注册投资公司的官员Nicholas S. Di Lorenzo。曾任Dechert LLP的合伙人（2012年至2021年）和法律顾问（2022年）。
Nicholas S. Di Lorenzo Officer of 120 registered investment companies managed by Eaton Vance or BMR. Formerly, associate (2012 2021) and counsel (2022) at Dechert LLP.- 由Eaton Vance或BMR管理的120家注册投资公司的官员Nicholas S. Di Lorenzo。曾任Dechert LLP的合伙人（2012年至2021年）和法律顾问（2022年）。
- Nicholas S. Di Lorenzo Officer of 120 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和波士顿管理与研究（“BMR”）副总裁兼首席行政官兼摩根士丹利投资管理公司公共市场首席运营官。Eaton Vance或BMR管理的102家注册投资公司的主管。自2021年起担任卡尔弗特研究与管理（“CRM”）副总裁。
Kenneth A. Topping Vice President and Chief Administrative Officer of Eaton Vance and Boston Management and Research ("BMR") and Chief Operating Officer for Public Markets at Morgan Stanley Investment Management, Inc. Officer of 102 registered investment companies managed by Eaton Vance or BMR. Also Vice President of Calvert Research and Management ("CRM") since 2021.- Kenneth A. Topping Eaton Vance和波士顿管理与研究（“BMR”）副总裁兼首席行政官兼摩根士丹利投资管理公司公共市场首席运营官。Eaton Vance或BMR管理的102家注册投资公司的主管。自2021年起担任卡尔弗特研究与管理（“CRM”）副总裁。
- Kenneth A. Topping Vice President and Chief Administrative Officer of Eaton Vance and Boston Management and Research ("BMR") and Chief Operating Officer for Public Markets at Morgan Stanley Investment Management, Inc. Officer of 102 registered investment companies managed by Eaton Vance or BMR. Also Vice President of Calvert Research and Management ("CRM") since 2021.
- Laura T. Donovan
Laura T. Donovan Eaton Vance和BMR副总裁。由Eaton Vance或BMR管理的120家注册投资公司的官员。
Laura T. Donovan Vice President of Eaton Vance and BMR. Officer of 120 registered investment companies managed by Eaton Vance or BMR.- Laura T. Donovan Eaton Vance和BMR副总裁。由Eaton Vance或BMR管理的120家注册投资公司的官员。
- Laura T. Donovan Vice President of Eaton Vance and BMR. Officer of 120 registered investment companies managed by Eaton Vance or BMR.