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
Connor Joseph MorenziEaton Vance Management mixed wealthColumbia Management Investment Advisers, LLC asset managerOtherMar 18, 2020Apr 27, 2020 (40 d)
Matthew Benjamin CalosEaton Vance Management mixed wealthJohn Hancock Investment Management LLC asset managerOtherJan 17, 2020Feb 20, 2020 (34 d)
Jason Stuart NewnhamEaton Vance Management mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 22, 2019Nov 25, 2020 (400 d)
Patrick Joseph MullinEaton Vance Management mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseSep 23, 2019Oct 31, 2019 (38 d)
Alanna Danielle BollasEaton Vance Management mixed wealthNatixis Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 12, 2019Sep 23, 2019
Mindy FreedmanEaton Vance Management mixed wealthNatixis Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 6, 2019Aug 21, 2019
Andrew Keith GrennonEaton Vance Management mixed wealthUBS Financial Services Inc. wirehouseRIA to wirehouseJul 26, 2019Sep 9, 2019 (45 d)
Johnathon TangEaton Vance Management mixed wealthColumbia Management Investment Advisers, LLC asset managerOtherJul 17, 2019Aug 15, 2019
Anthony Michael ZanettiEaton Vance Management mixed wealthAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankMar 28, 2019Mar 28, 2019
Russell Caldwell SmithEaton Vance Management mixed wealthMarch Capital Corp. state registeredRIA to a state-registered adviserJan 25, 2019Mar 2, 2021 (767 d)
Edward G SmithEaton Vance Management mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseDec 10, 2018Jul 20, 2020 (588 d)
Wilson Collett KistlerEaton Vance Management mixed wealthAlchemi Wealth Management unclassifiedOtherOct 4, 2018Mar 5, 2019 (152 d)
Christopher Michael RiosEaton Vance Management mixed wealthIfg Advisory, LLC independent RIARIA to RIASep 4, 2018Aug 16, 2019 (346 d)
Clinton Paul BarberEaton Vance Management mixed wealthGuggenheim Investments asset managerOtherAug 1, 2018Aug 16, 2018
Madeline Anderson TestwuideEaton Vance Management mixed wealthNilsine Partners, LLC independent RIARIA to RIAMay 9, 2018Apr 24, 2025 (2542 d)
Vincent BertramEaton Vance Management mixed wealthNatixis Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 26, 2018May 7, 2018
Wilfredo CastilloEaton Vance Management otherLPL Enterprise, LLC BD affiliatedOtherDec 21, 2017Aug 15, 2025 (2794 d)
Jessica Vaughan BirkinsEaton Vance Management otherMorgan Stanley wirehouseOtherNov 7, 2017Dec 4, 2017
Shannon Marie LarsonEaton Vance Management otherAe Wealth Management, LLC BD affiliatedOtherSep 18, 2017Mar 24, 2026 (3109 d)
John Henry O'BrienEaton Vance Management otherDelaware Capital Management Advisers, Inc no RAUMOtherSep 11, 2017Oct 18, 2017 (37 d)
Adam William WhiteEaton Vance Management otherRobert W. Baird & Co. Incorporated otherOtherJul 21, 2017Aug 9, 2017
Samuel Haggis HodgsonEaton Vance Management otherNatixis Advisors, LLC otherOtherJun 22, 2017Jul 18, 2017
Carly Mccarthy LockwoodEaton Vance Management otherColumbia Management Investment Advisers, LLC otherOtherJun 5, 2017Jul 7, 2017 (32 d)
Collin WeirEaton Vance Management otherMorgan Stanley wirehouseOtherJun 1, 2017Aug 24, 2017 (84 d)
Patrick GillEaton Vance Management otherMorgan Stanley wirehouseOtherJun 1, 2017Nov 28, 2017 (180 d)
Jeffrey James KeadyEaton Vance Management otherBrown Advisory otherOtherMay 22, 2017Jul 7, 2017 (46 d)
Megan Elizabeth KanterEaton Vance Management otherPersonal Capital Advisors Corporation otherOtherMay 3, 2017Jun 21, 2017 (49 d)
John Ahern LockwoodEaton Vance Management otherInvesco Advisers, Inc. otherOtherMar 27, 2017Apr 10, 2017
Bradford CadiganEaton Vance Management otherColumbia Management Investment Advisers, LLC otherOtherMar 9, 2017Apr 12, 2017 (34 d)
Andrew J ManginEaton Vance Management otherMorgan Stanley wirehouseOtherJan 31, 2017Oct 26, 2018 (633 d)
Clark McmahonEaton Vance Management otherInvesco Advisers, Inc. otherOtherJan 11, 2017Jan 20, 2017
Stanley Bruce WeilandEaton Vance Management otherPruco Securities, LLC otherOtherOct 19, 2016May 4, 2017 (197 d)
Todd Marshall DickinsonEaton Vance Management otherEdward Jones national BDOtherMay 2, 2016Aug 22, 2016 (112 d)
Cameron Larange MurphyEaton Vance Management otherThe Harbor Group, Inc. otherOtherApr 25, 2016May 11, 2016
Lauren A MurphyEaton Vance Management otherBreckinridge Capital Advisors Inc otherOtherMar 1, 2016May 2, 2016 (62 d)
Neil William AdamsEaton Vance Management otherCopeland Capital Management, LLC mixed wealthOtherDec 3, 2015Jan 11, 2019 (1135 d)
Willard Harold WatsonEaton Vance Management otherEmpower Advisory Group, LLC otherOtherAug 4, 2015Dec 27, 2016 (511 d)
Bree Erika BarlettoEaton Vance Management otherTouchstone Advisors Inc otherOtherJul 30, 2015Sep 17, 2015 (49 d)
Frank Joseph SweeneyEaton Vance Management otherCommonwealth Financial Network national BDOtherJul 21, 2015Feb 23, 2016 (217 d)
Brian A WeilacherEaton Vance Management otherBrighton House Associates, LLC unclassifiedOtherJul 7, 2015Aug 4, 2015
Johnathan Andrew KomichEaton Vance Management otherKomich Capital Advisors state registeredOtherApr 30, 2015Oct 5, 2021 (2350 d)
John Charles YoungEaton Vance Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 21, 2015Apr 28, 2015
Ralph Michael StudleyEaton Vance Management otherBny Mellon Securities Corporation otherOtherFeb 5, 2015Feb 27, 2015
Mathew Jason DemikatEaton Vance Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 8, 2015Feb 2, 2015
Christopher Richard HalpinEaton Vance Management otherStifel, Nicolaus & Company, Incorporated national BDOtherJan 7, 2015Dec 4, 2018 (1427 d)
David Barry DeansEaton Vance Management otherFirst Horizon Advisors, Inc otherOtherJan 7, 2015Jul 26, 2016 (566 d)
Roberto CrugnaleEaton Vance Management otherTouchstone Advisors Inc otherOtherDec 9, 2014Jan 14, 2015 (36 d)
Steven G. WolfeEaton Vance Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 14, 2014Nov 6, 2014
William Gerard SkinnerEaton Vance Management otherDestra Capital Advisors LLC asset managerOtherMay 29, 2014Oct 16, 2018 (1601 d)
Kevin Matthew BeauchampEaton Vance Management otherSchechter Investment Advisors, LLC otherOtherMay 7, 2014Sep 8, 2014 (124 d)
Thomas X ParkerEaton Vance Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 18, 2013Nov 26, 2013
Christopher John PowersEaton Vance Management otherRBC Capital Markets, LLC national BDOtherAug 21, 2013Sep 9, 2013
Monica Catherine KimballEaton Vance Management otherAmundi Pioneer Institutional Asset Management, Inc. otherOtherAug 12, 2013Sep 9, 2013
Conor Jeffrey BryantEaton Vance Management otherCommonwealth Financial Network national BDOtherJul 16, 2013Jun 29, 2021 (2905 d)
Michael Rickson ClarkEaton Vance Management otherMorgan Stanley wirehouseOtherMay 29, 2013Apr 7, 2015 (678 d)
Tracy AlterEaton Vance Management otherFidelity Personal And Workplace Advisors BD affiliatedOtherJan 18, 2013Jun 9, 2020 (2699 d)
Megan E. TracyEaton Vance Management otherAmundi Pioneer Institutional Asset Management, Inc. otherOtherDec 7, 2012Sep 3, 2015 (1000 d)
James Crossland QueenEaton Vance Management otherAmeriprise Financial Services, LLC national BDOtherNov 6, 2012Jul 25, 2018 (2087 d)
Donald Matthew MurphyEaton Vance Management otherVirtus Investment Advisers, LLC otherOtherOct 11, 2012Nov 27, 2012 (47 d)
Carl Joseph HassettEaton Vance Management otherSantander Securities BD affiliatedOtherJul 27, 2012Feb 22, 2024 (4227 d)
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132 moves match.