DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Eaton Vance Management

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Keenan DwyerEaton Vance Management asset managerAmeriprise Financial Services, LLC national BDOtherJul 14, 2026Jul 16, 2026
Connor Joseph MorenziEaton Vance Management asset managerWealthcare Investment Partners LLC independent RIAOtherJun 26, 2026Jul 14, 2026
Andrew John LeimenstollEaton Vance Management asset managerMorgan Stanley wirehouseOtherJun 2, 2026Jun 2, 2026
Kristopher Paul BrassardEaton Vance Management asset managerBeacon Pointe Advisors, LLC independent RIAOtherApr 8, 2026Apr 16, 2026
Jack Arthur HallEaton Vance Management asset managerEdward Jones national BDOtherApr 2, 2026Apr 16, 2026
Donald C KornseEaton Vance Management asset managerPacer Advisors, Inc. asset managerOtherNov 13, 2025Nov 13, 2025
James MakiEaton Vance Management asset managerNeuberger Berman Bd LLC no RAUMOtherSep 19, 2025Sep 8, 2025
Juliette Margo LavoyeEaton Vance Management asset managerEdward Jones national BDOtherAug 28, 2025Aug 28, 2025
Daniel SugameliEaton Vance Management asset managerFocus Partners Wealth, LLC independent RIAOtherJun 10, 2025Apr 2, 2026 (296 d)
Zachary Scott PerkinsEaton Vance Management asset managerShp Wealth Management, LLC independent RIAOtherDec 23, 2024Jan 27, 2025 (35 d)
Patrick Henry CerratoEaton Vance Management asset managerAllspring Funds Management, LLC asset managerOtherNov 27, 2024Nov 29, 2024
Daniel NegusEaton Vance Management asset managerFidelity Institutional Wealth Adviser LLC mixed wealthOtherNov 27, 2024Apr 3, 2025 (127 d)
Austin James AnastasiaEaton Vance Management asset managerBlackrock Investment Management, LLC otherOtherNov 15, 2024Feb 13, 2025 (90 d)
Holly Harben SwanEaton Vance Management asset managerAllspring Funds Management, LLC asset managerOtherOct 25, 2024Nov 21, 2024
Andrew John DillonEaton Vance Management asset managerO'Shaughnessy Asset Management, LLC independent RIAOtherSep 17, 2024Oct 7, 2024
Luke Stephen WebberEaton Vance Management asset managerOsaic Wealth, Inc. BD affiliatedOtherAug 22, 2024Aug 19, 2024
Michael HorvathEaton Vance Management asset managerLPL Financial LLC BD affiliatedOtherMay 17, 2024Jun 10, 2024
Jackson GallantEaton Vance Management asset managerCommonwealth Financial Network national BDOtherMay 17, 2024May 17, 2024
Alan Ranier SimeonEaton Vance Management asset managerPerennial Financial Services independent RIAOtherMay 14, 2024May 2, 2024
Chad Alan SchroederEaton Vance Management asset managerNeuberger Berman Bd LLC no RAUMOtherMay 3, 2024Aug 4, 2025 (458 d)
Allen J WagnerEaton Vance Management asset managerNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 19, 2024Jul 10, 2024 (82 d)
Jenna Katherine SnittjerEaton Vance Management asset managerRussell Investments otherOtherApr 19, 2024May 7, 2024
Andrew Joseph HaycockEaton Vance Management asset managerAlliancebernstein L.P. asset managerOtherJan 9, 2024Jan 25, 2024
Samuel Gordon StantonEaton Vance Management asset managerLake Street Advisors independent RIAOtherOct 24, 2023Dec 6, 2023 (43 d)
Kristin Lee CarcioEaton Vance Management asset managerAllspring Funds Management, LLC asset managerOtherOct 20, 2023Nov 3, 2023
William Ford RockettEaton Vance Management asset managerMercer Global Advisors Inc. independent RIAOtherSep 20, 2023Mar 22, 2024 (184 d)
John Adam OstenEaton Vance Management asset managerBlackrock Investment Management, LLC otherOtherSep 20, 2023Sep 22, 2023
Kaitlyn Victoria DomorackiEaton Vance Management asset managerAllspring Funds Management, LLC asset managerOtherAug 23, 2023May 1, 2024 (252 d)
Michael Patrick ReidyEaton Vance Management asset managerThrivent Investment Management Inc. BD affiliatedOtherAug 17, 2023Sep 27, 2023 (41 d)
Tristan Williams BenoitEaton Vance Management asset managerVestmark Advisory Solutions, Inc. asset managerOtherAug 17, 2023Feb 9, 2024 (176 d)
John Kenneth MoningerEaton Vance Management asset managerAllspring Funds Management, LLC asset managerOtherJul 11, 2023May 24, 2024 (318 d)
Daniel MartinEaton Vance Management asset managerFidelity Personal And Workplace Advisors BD affiliatedOtherJul 5, 2023Aug 1, 2023
Ira Glenn BaronEaton Vance Management asset managerCumberland Advisors independent RIAOtherJun 16, 2023Jun 2, 2025 (717 d)
Carson R TerresEaton Vance Management asset managerBlackrock Investment Management, LLC otherOtherMay 24, 2023Aug 5, 2024 (439 d)
Damyan MarkovEaton Vance Management asset managerColumbia Management Investment Advisers, LLC asset managerOtherMay 5, 2023Jun 14, 2023 (40 d)
Scott PriceEaton Vance Management asset managerJ.P. Morgan Private Wealth Advisors LLC BD affiliatedOtherApr 10, 2023Mar 21, 2023
Jennifer Lynn BarronEaton Vance Management asset managerAdell Harriman & Carpenter independent RIAOtherMar 27, 2023Feb 28, 2024 (338 d)
Connor James McguirkEaton Vance Management asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 17, 2023Apr 3, 2023
Jeffrey Paul NizzardoEaton Vance Management asset managerWells Fargo Advisors wirehouseOtherFeb 28, 2023May 16, 2023 (77 d)
Cory Joseph McgrathEaton Vance Management asset managerLPL Financial LLC independent RIAOtherNov 10, 2022Jan 11, 2023 (62 d)
Francesca M LanzaEaton Vance Management asset managerWinthrop Wealth independent RIAOtherOct 7, 2022Nov 2, 2022
Alexander BuxbaumEaton Vance Management asset managerCommonwealth Financial Network national BDOtherSep 14, 2022Sep 27, 2022
Scott Matthew LindsayEaton Vance Management asset managerRock Harbor Capital LLC state registeredOtherAug 25, 2022Dec 17, 2025 (1210 d)
Matthew J DowdEaton Vance Management asset managerCredit Suisse Securities (USA) LLC asset managerOtherApr 4, 2022May 4, 2022
Kristen Sue ClarkEaton Vance Management asset managerO'Shaughnessy Asset Management, LLC mixed wealthOtherMar 8, 2022Apr 5, 2022
Kristopher Oscar FrankEaton Vance Management asset managerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 3, 2022Apr 11, 2022 (39 d)
Simone Oscoff DevennyEaton Vance Management asset managerWealth Enhancement Advisory Services, LLC BD affiliatedOtherJan 31, 2022Feb 18, 2022
Jacob BerriganEaton Vance Management asset managerAmeriprise Financial Services, LLC national BDOtherJan 31, 2022Apr 29, 2022 (88 d)
Colton James BlackmanEaton Vance Management asset managerCuna Brokerage Services, Inc. BD affiliatedOtherJan 3, 2022Jan 19, 2022
Jack Timothy CurranEaton Vance Management asset managerEp Wealth Advisors independent RIAOtherOct 4, 2021Nov 18, 2025 (1506 d)
Luke Samuele BrunoEaton Vance Management asset managerVestmark Advisory Solutions, Inc. asset managerOtherJun 24, 2021Aug 22, 2023 (789 d)
Robert Kenneth KuberskiEaton Vance Management asset managerCohen & Steers Capital Management Inc. asset managerOtherMay 17, 2021Sep 13, 2021 (119 d)
Collin Michael SchrierEaton Vance Management asset managerVestmark Advisory Solutions, Inc. asset managerOtherMay 17, 2021Nov 29, 2023 (926 d)
Andrew Joseph ScanlonEaton Vance Management asset managerBeacon Pointe Advisors, LLC independent RIAOtherApr 19, 2021Oct 6, 2021 (170 d)
Conor R MacpheeEaton Vance Management mixed wealthOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 4, 2021Jun 17, 2021 (164 d)
Kole Christopher KellyEaton Vance Management mixed wealthJohn Hancock Personal Financial Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 23, 2020Feb 17, 2021 (56 d)
Derrick Brian LabrancheEaton Vance Management mixed wealthColumbia Management Investment Advisers, LLC asset managerOtherSep 9, 2020Sep 16, 2020
Dial Andrew BoehmerEaton Vance Management mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMay 4, 2020Jun 10, 2020 (37 d)
Michelle Anne BaranEaton Vance Management mixed wealthT. Rowe Price Associates, Inc. asset managerOtherApr 9, 2020Jun 17, 2020 (69 d)
James Wickenden BirkinsEaton Vance Management mixed wealthUBS Financial Services Inc. wirehouseRIA to wirehouseApr 9, 2020Jul 29, 2020 (111 d)
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132 moves match.