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

Arrivals at 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
Scott Alan StanleyHarbor Capital Advisors, Inc. asset managerEaton Vance Management asset managerOtherSep 5, 2023Dec 1, 2023 (87 d)
Keenan DwyerLPL Financial LLC BD affiliatedEaton Vance Management asset managerOtherJun 20, 2023Jul 26, 2023 (36 d)
Jenna Katherine SnittjerDimensional Fund Advisors LP asset managerEaton Vance Management asset managerOtherMay 5, 2023Jun 14, 2023 (40 d)
Conor R MacpheeOsaic Wealth, Inc. BD affiliatedEaton Vance Management asset managerOtherOct 19, 2022Jan 20, 2023 (93 d)
Michael F BarnesAmundi Asset Management US, Inc. asset managerEaton Vance Management asset managerOtherAug 26, 2022Sep 27, 2022 (32 d)
Michael Christopher GrieveFidelity Personal And Workplace Advisors BD affiliatedEaton Vance Management asset managerOtherJul 20, 2022Jul 26, 2022
Chad Alan SchroederMesirow Financial Investment Management, Inc. mixed wealthEaton Vance Management asset managerOtherJul 19, 2022Oct 20, 2022 (93 d)
Michael J LoveMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEaton Vance Management asset managerOtherJun 23, 2022Aug 16, 2022 (54 d)
Christopher M Ward-DenucciWells Fargo Advisors wirehouseEaton Vance Management asset managerOtherJun 21, 2022Aug 2, 2022 (42 d)
Alexander EdelmanInvesco Advisers, Inc. asset managerEaton Vance Management asset managerOtherJun 10, 2022Oct 20, 2022 (132 d)
Holly Harben SwanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEaton Vance Management asset managerOtherApr 18, 2022Sep 27, 2022 (162 d)
Connor Joseph MorenziColumbia Management Investment Advisers, LLC asset managerEaton Vance Management asset managerOtherFeb 21, 2022Mar 24, 2022 (31 d)
William T HardenBrandes Investment Partners, LP otherEaton Vance Management asset managerOtherNov 12, 2021Dec 9, 2021
Kathleen H ReevesCentaurus Financial, Inc. BD affiliatedEaton Vance Management asset managerOtherOct 29, 2021Jul 26, 2023 (635 d)
Timothy M KahlCentaurus Financial, Inc. BD affiliatedEaton Vance Management asset managerOtherDec 21, 2020Oct 20, 2022 (668 d)
Ilea G DeckerMorgan Stanley wirehouseEaton Vance Management asset managerOtherJun 23, 2020Mar 24, 2022 (639 d)
Simone Oscoff DevennyMorgan Stanley wirehouseEaton Vance Management mixed wealthWirehouse to independent RIAApr 17, 2020Jun 2, 2020 (46 d)
William Ford RockettCharles Schwab & Co., Inc. national BDEaton Vance Management mixed wealthAffiliated broker-dealer or bank to independent RIAJul 16, 2019Jul 26, 2019
Robert M WeldonNuveen Asset Management, LLC mixed wealthEaton Vance Management mixed wealthRIA to RIAJun 10, 2019Sep 29, 2020 (477 d)
Michael HorvathMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEaton Vance Management mixed wealthWirehouse to independent RIAApr 4, 2019Apr 8, 2019
Lira B LynchNatixis Advisors, LLC BD affiliatedEaton Vance Management mixed wealthAffiliated broker-dealer or bank to independent RIAMar 5, 2019Apr 8, 2019 (34 d)
Jackson GallantCommonwealth Financial Network national BDEaton Vance Management mixed wealthAffiliated broker-dealer or bank to independent RIADec 18, 2018Jan 17, 2019
Jacob RocchiEagle Strategies LLC otherEaton Vance Management mixed wealthOtherFeb 22, 2018Feb 20, 2018
Conor R MacpheeJohn Hancock Personal Financial Services, LLC otherEaton Vance Management mixed wealthOtherJan 29, 2018Feb 12, 2018
Keith Leroy SchnaarsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEaton Vance Management otherOtherNov 30, 2017Dec 22, 2017
John Peter MoriartyPutnam Investment Management, LLC otherEaton Vance Management otherOtherNov 27, 2017Dec 8, 2017
Luke Stephen WebberLord, Abbett & Co. LLC otherEaton Vance Management otherOtherAug 7, 2017Sep 11, 2017 (35 d)
Jason Stuart NewnhamColumbia Management Investment Advisers, LLC otherEaton Vance Management otherOtherJun 23, 2017Jul 26, 2017 (33 d)
Robert Kenneth KuberskiVirtus Capital Advisers, LLC otherEaton Vance Management otherOtherJun 1, 2017Sep 29, 2017 (120 d)
Brandon Daniel LindleyColumbia Management Investment Advisers, LLC otherEaton Vance Management otherOtherNov 22, 2016Jan 4, 2017 (43 d)
Luke Ignatius BrodzinskiHartford Funds otherEaton Vance Management otherOtherOct 28, 2016Nov 23, 2016
Arthur Roy DriscollSanta Barbara Asset Management, LLC otherEaton Vance Management otherOtherOct 17, 2016Nov 8, 2016
Brian Christopher SmithStrategic Advisers LLC national BDEaton Vance Management otherOtherJun 29, 2016Jul 18, 2016
Daniel John SullivanPutnam Investment Management, LLC otherEaton Vance Management otherOtherJun 20, 2016Jun 27, 2016
Andrew Keith GrennonUBS Financial Services Inc. wirehouseEaton Vance Management otherOtherMay 25, 2016Jun 27, 2016 (33 d)
Joseph N BustrosCredit Suisse Securities (USA) LLC otherEaton Vance Management otherOtherMar 3, 2016Mar 7, 2016
David Quinn WhiteManulife Investment Management (US) LLC otherEaton Vance Management otherOtherJan 14, 2016Feb 1, 2016
Kristopher Paul BrassardMcadam LLC otherEaton Vance Management otherOtherMay 22, 2015Jan 5, 2016 (228 d)
Matthew Paul MorinInvestment Professionals, Inc. otherEaton Vance Management otherOtherNov 17, 2014Jul 20, 2015 (245 d)
Carlos Ignacio Del Valle-OrtizSignator Investors, Inc. otherEaton Vance Management otherOtherAug 12, 2014Oct 6, 2014 (55 d)
Steven William HeckMfs Institutional Advisors Inc. otherEaton Vance Management otherOtherFeb 27, 2014Mar 10, 2014
Jeffrey James KeadyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEaton Vance Management otherOtherMar 6, 2013Apr 8, 2013 (33 d)
Andrew John LeimenstollInvesco Advisers, Inc. otherEaton Vance Management otherOtherMar 5, 2013Mar 25, 2013
Jennifer Lynn BarronAmerican Century Advisory Services, Inc. no RAUMEaton Vance Management mixed wealthOtherDec 31, 2012Jul 16, 2019 (2388 d)
Richard Francis FroioBlackrock Fund Advisors otherEaton Vance Management otherOtherDec 14, 2012Dec 12, 2017 (1824 d)
John Kenneth MoningerLPL Financial LLC otherEaton Vance Management otherOtherDec 7, 2012Dec 5, 2012
Neil William AdamsStrategic Advisers LLC national BDEaton Vance Management otherOtherSep 26, 2012Oct 1, 2012
Collin WeirMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEaton Vance Management otherOtherApr 5, 2012Jun 19, 2012 (75 d)
Kevin Matthew BeauchampChase Investment Services Corp. otherEaton Vance Management otherOtherJan 4, 2010Feb 8, 2010 (35 d)
Carl Joseph HassettPutnam Investment Management, LLC otherEaton Vance Management otherOtherAug 18, 2008Aug 27, 2008
James MakiMfs Institutional Advisors Inc. otherEaton Vance Management otherOtherJun 13, 2008Aug 12, 2008 (60 d)
Mary Kathryn KonetznyStrategic Advisers LLC national BDEaton Vance Management otherOtherMay 9, 2008Aug 12, 2008 (95 d)
William Gerard SkinnerWells Fargo Advisors wirehouseEaton Vance Management otherOtherNov 20, 2007Aug 29, 2008 (283 d)
Jeffrey Paul NizzardoAllianz Global Investors Managed Accounts LLC otherEaton Vance Management otherOtherAug 17, 2007Sep 25, 2017 (3692 d)
Tristan Williams BenoitMdt Advisers, A Division Of Federated Mdta LLC otherEaton Vance Management otherOtherJan 31, 2007Apr 11, 2007 (70 d)
Daniel John MccarthyNatixis Advisors, LLC otherEaton Vance Management otherOtherJan 5, 2007Aug 29, 2008 (602 d)
Spencer Maxwell DaltonAmeriprise Financial Services, LLC national BDEaton Vance Management otherOtherJun 15, 2006Oct 16, 2008 (854 d)
David C. MccabeVoyageur Asset Management (Ma) Inc. unclassifiedEaton Vance Management otherOtherDec 31, 2005Mar 1, 2012 (2252 d)
David Michael RichmanFisher Investments otherEaton Vance Management otherOtherAug 2, 2004Apr 17, 2009 (1719 d)
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59 moves match.