Edition:
United States

Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV)

ETV on New York Consolidated

15.23USD
27 Jun 2017
Change (% chg)

-- (--)
Prev Close
$15.23
Open
--
Day's High
--
Day's Low
--
Volume
--
Avg. Vol
152,026
52-wk High
$15.69
52-wk Low
$14.10

Summary

Name Age Since Current Position

Ralph Verni

74 2007 Independent Chairman of the Board of Trustees

Payson Swaffield

61 2003 President

Paul O'Neil

64 2004 Chief Compliance Officer

Maureen Gemma

57 2011 Vice President, Chief Legal Officer, Secretary

James Kirchner

50 2013 Treasurer

Scott Eston

61 2011 Independent Trustee

Thomas Faust

59 2007 Trustee

Mark Fetting

63 2016 Trustee

Cynthia Frost

56 2014 Trustee

George Gorman

65 2014 Trustee

Valerie Mosley

57 2014 Trustee

William Park

70 2005 Independent Trustee

Helen Peters

69 2008 Independent Trustee

Susan Sutherland

60 2015 Trustee

Harriett Taggart

69 2011 Independent Trustee

Scott Wennerholm

58 2016 Trustee

Biographies

Name Description

Ralph Verni

Mr. Ralph F. Verni serves as Independent Chairman of the Board of Trustees of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. Mr. Verni has served as a Trustee in the Eaton Vance Group of Funds since 2005 and is the Independent Chairperson of the Board and the Chairperson of the Contract Review Committee. Mr. Verni was formerly the Chief Investment Officer (from 1982-1992), Chief Financial Officer (from 1988-1990) and Director (from 1982-1992) of New England Life. Mr. Verni was also the Chairperson of the New England Mutual Funds from 1982-1992; President and Chief Executive Officer of State Street Management & Research from 1992-2000; Chairperson of the State Street Research Mutual Funds from 1992-2000; Director of W.P. Carey, LLC from 1998-2004; and Director of First Pioneer Farm Credit Corp. from 2002-2006. Mr. Verni has been a Chartered Financial Analyst since 1977.

Payson Swaffield

Mr. Payson F.Swaffield is a President of Eaton Vance and BMR. He is Vice President and Chief Income Investment Officer of Eaton Vance and BMR. Officer of 148 registered investment companies managed by Eaton Vance or BMR.

Paul O'Neil

Mr. Paul M. O'Neil is Chief Compliance Officer of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. He is Vice President of Eaton Vance and BMR. Officer of 177 registered investment companies managed by Eaton Vance or BMR.

Maureen Gemma

Ms. Maureen A. Gemma is Vice President, Chief Legal Officer, Secretary of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. She is Vice President of Eaton Vance and BMR. Officer of 177 registered investment companies managed by Eaton Vance or BMR. Also Vice President of Calvert Research and Management (“CRM”) and officer of 37 registered investment companies advised or administered by CRM since 2016.

James Kirchner

Mr. James F. Kirchner is Treasurer of Eaton Vance Tax-Managed Buy-Write Opportunities Fund, since March 1, 2013. He Vice President of Eaton Vance and BMR. Officer of 177 registered investment companies managed by Eaton Vance or BMR. Also Vice President of CRM and officer of 37 registered investment companies advised or administered by CRM since 2016.

Scott Eston

Mr. Scott E. Eston serves as Independent Trustee of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. He currently serves on the investment and advisory board of the BAC Seed Fund, a real estate investment firm, on the board and on the investment committee of Michigan State University Foundation, and on the investment advisory committee of Michigan State University. From 1997 through 2009, Mr. Eston served in several capacities at Grantham, Mayo, Van Otterloo and Co. (“GMO”), including as Chairman of the Executive Committee and Chief Operating and Chief Financial Officer, and also as the President and Principal Executive officer of GMO Trust, an affiliated open-end registered investment company. From 1978 through 1997, Mr. Eston was employed at Coopers & Lybrand L.L.P. (now PricewaterhouseCoopers) (since 1987 as a Partner).

Thomas Faust

Mr. Thomas E. Faust Jr. serves as Trustee of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. Mr. Faust has served as a Trustee in the Eaton Vance Group of Funds since 2007. He is currently Chairman, Chief Executive Officer and President of EVC, Director and President of EV, Chief Executive Officer and President of Eaton Vance and BMR, and Director of EVD. Mr. Faust previously served as an equity analyst, portfolio manager, Director of Equity Research and Management and Chief Investment Officer of Eaton Vance (1985-2007). He holds B.S. degrees in Mechanical Engineering and Economics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Mr. Faust has been a Chartered Financial Analyst since 1988.

Mark Fetting

Mr. Mark R. Fetting serves as Trustee of the Eaton Vance Fund Boards. Mr. Fetting has served as a member of the Eaton Vance Fund Boards since September 1, 2016. He has over 30 years of experience in the investment management industry as an executive and in various leadership roles. From 2000 through 2012, Mr. Fetting served in several capacities at Legg Mason, Inc., including most recently serving as President, Chief Executive Officer, Director and Chairman from 2008 to his retirement in 2012. He also served as a Director/Trustee and Chairman of the Legg Mason family of funds (2008-2012) and Director/Trustee of the Royce family of funds (2001-2012). From 2001 through 2008, Mr. Fetting also served as President of the Legg Mason family of funds. From 1991 through 2000, Mr. Fetting served as Division President and Senior Officer of Prudential Financial Group, Inc. and related companies. Early in his professional career, Mr. Fetting was a Vice President at T. Rowe Price and served in leadership roles within the firm’s mutual fund division from 1981 through 1987.

Cynthia Frost

Ms. Cynthia E. Frost. serves as a trustee of Eaton vance tax-managed buy-write opportunities fund since May 29, 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 1995-2000 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 (1987-1989) and BA Investment Management Company (1983-1985), and has additional experience as a member of the investment committee of several non-profit organizations.

George Gorman

Mr. George J. Gorman serves as Trustee of Eaton Vance Fund Boards since May 29, 2014 and is the Vice-Chair of the Compliance Reports and Regulatory Matters 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).

Valerie Mosley

Ms. Valerie A. Mosley serves as Trustee of the Eaton Vance Fund Boards since January 1, 2014. She currently owns and manages a consulting and investment firm, Valmo Ventures and is a Director of Progress Investment Management Company, a manager of emerging managers with a focus on women- and minority-owned investment advisors. 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. Ms. Mosley is a Director of Dynex Capital, Inc., a mortgage REIT, and also serves as a trustee or board member of several major non-profit organizations and endowments, including Wheelock College’s endowment, Mass Ventures, a quasi-public early-stage investment corporation active in Massachusetts, and the Federal Reserve Bank of Boston’s Advisory Board for Diversity.

William Park

Mr. William H. Park serves as Independent Trustee of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. Mr. Park has served as a Trustee in the Eaton Vance Group of Funds since 2003 and is the Chairperson of the Audit Committee. Mr. Park was formerly the Chief Financial Officer of Aveon Group, L.P. from 2010-2011. Mr. Park also served as Vice Chairman of Commercial Industrial Finance Corp. from 2006-2010, as President and Chief Executive Officer of Prizm Capital Management, LLC from 2002-2005, as Executive Vice President and Chief Financial Officer of United Asset Management Corporation from 1982-2001 and as Senior Manager of Price Waterhouse (now PricewaterhouseCoopers) from 1972-1981.

Helen Peters

Dr. Helen Frame Peters, Ph.D. serves as Independent Trustee of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. Ms. Peters has served as a Trustee in the Eaton Vance Group of Funds since 2008. She is currently a Professor of Finance at Carroll School of Management, Boston College and was formerly Dean of Carroll School of Management from 2000-2002. Ms. Peters was previously a Director of BJ’s Wholesale Club, Inc. from 2004-2011. In addition, Ms. Peters was the Chief Investment Officer, Fixed Income at Scudder Kemper Investments from 1998-1999 and Chief Investment Officer, Equity and Fixed Income at Colonial Management Associates from 1991-1998. Ms. Peters also served as a Trustee of SPDR Index Shares Funds and SPDR Series Trust from 2000-2009 and as a Director of the Federal Home Loan Bank of Boston from 2007-2009.

Susan Sutherland

Ms. Susan J. Sutherland serves as Trustee of the Eaton Vance Fund Boards. Ms. Sutherland has served as a member of the Eaton Vance Fund Boards since 2015. Ms. Sutherland also serves as a director of Hagerty Holding Corp. a leading provider of specialized automobile and marine insurance. Ms. Sutherland was a Director of Montpelier Re Holdings Ltd. a global provider of customized reinsurance and insurance products, from 2013 until its sale in 2015. From 1982 through 2013, Ms. Sutherland was an associate, counsel and then a partner in the Financial Institutions Group of 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 is qualified as a Governance Fellow of the National Association of Corporate Directors and has also served as a board member of prominent non-profit organizations.

Harriett Taggart

Dr. Harriett Tee Taggart, Ph.D. serves as Independent Trustee of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. Ms. Taggart has served as a Trustee in the Eaton Vance Group of Funds since 2011. She currently manages a professional practice, Taggart Associates. Since 2007, Ms. Taggart has been a Director of Albermarle Corporation, a specialty chemical company. Since 2009 she has served as a Director of the Hanover Insurance Group, Inc. Ms. Taggart is also a trustee or member of several non-profit boards, advisory committees and endowment investment companies. From 1983 through 2006, Ms. Taggart served in several capacities at Wellington Management Company, LLP, an investment management firm, including as a Partner, Senior Vice President and chemical industry sector portfolio manager. Ms. Taggart also served as a Director of the Lubrizol Corporation, a specialty chemicals manufacturer from 2007-2011.

Scott Wennerholm

Mr. Scott E. Wennerholm serves as Trustee of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. Mr. Wennerholm has served as a member of the Eaton Vance Fund Boards since September 1, 2016. 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. Mr. Wennerholm currently serves as a Trustee at Wheelock College, a postsecondary institution.