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

ETV on New York Consolidated

15.34USD
3 Jun 2015
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$0.04 (+0.26%)
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Summary

Name Age Since Current Position

Ralph Verni

72 2007 Independent Chairman of the Board of Trustees

Walter Row

58 2011 President

Payson Swaffield

59 2003 President

Paul O'Neil

61 2004 Chief Compliance Officer

Maureen Gemma

54 2011 Vice President, Chief Legal Officer, Secretary

James Kirchner

48 2013 Treasurer

Scott Eston

59 2011 Independent Trustee

Thomas Faust

57 2007 Trustee

Cynthia Frost

54 2014 Trustee

George Gorman

63 2014 Trustee

Valerie Mosley

55 2014 Trustee

William Park

68 2005 Independent Trustee

Ronald Pearlman

74 2003 Independent Trustee

Helen Peters

67 2008 Independent Trustee

Harriett Taggart

67 2011 Independent Trustee

Laurie Hylton

48 Chief Financial Officer

Biographies

Name Description

Ralph Verni

Mr. Ralph F. Verni is 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.

Walter Row

Mr. Walter A. Row, III, is President of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. He served as Vice President of Eaton Vance and BMR. He is officer of 32 registered investment companies managed by Eaton Vance or BMR.

Payson Swaffield

Mr. Payson F.Swaffield is a President of Eaton Vance and BMR. Officer of 151 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. He is an officer of 181 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 since 2011, Secretary since 2007 and Chief Legal Officer since 2008. She is Vice President of Eaton Vance and BMR. She is an officer of 181 registered investment companies managed by Eaton Vance or BMR.

James Kirchner

Mr. James F. Kirchner is Treasurer of Eaton Vance Tax-Managed Buy-Write Opportunities Fund, since March 1, 2013. He is Vice President of Eaton Vance and BMR. Officer of 183 registered investment companies managed by Eaton Vance or BMR.

Scott Eston

Mr. Scott E. Eston is 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., is 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.

Cynthia Frost

Cynthia E. Frost. is 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

George J. Gorman is a 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

Valerie A. Mosley is a 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 is 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.

Ronald Pearlman

Mr. Ronald A. Pearlman is Independent Trustee of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. Mr. Pearlman has served as a Trustee in the Eaton Vance Group of Funds since 2003 and is the Chairperson of the Compliance Reports and Regulatory Matters Committee. He is a Professor of Law at Georgetown University Law Center. Previously, Mr. Pearlman was Deputy Assistant Secretary (Tax Policy) and Assistant Secretary (Tax Policy), U.S. Department of the Treasury from 1983-1985 and served as Chief of Staff, Joint Committee on Taxation, U.S. Congress from 1988-1990. Mr. Pearlman was engaged in the private practice of law from 1969-2000, with the exception of the periods of government service. He represented domestic and multinational businesses in connection with the tax aspects of complex transactions and high net worth individuals in connection with tax and business planning.

Helen Peters

Dr. Helen Frame Peters, Ph.D., is 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.

Harriett Taggart

Dr. Harriett Tee Taggart, Ph.D., is 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.

Laurie Hylton

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