Eaton Vance Management
Overview
Eaton Vance Management is an American investment management firm that provides a broad array of investment strategies and wealth management solutions to individuals and institutions, operating as a subsidiary of Morgan Stanley Investment Management.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| FreshBooks | Mar 2025 | Debt | - |
| Caris Life Sciences | May 2021 | Growth Equity | - |
| Airbnb | Apr 2020 | Debt | Co-investor |
| SigFig | Jun 2018 | Series E | Co-investor |
| Cohesity | Jun 2018 | Series D | - |
Key People
Kristen Mccrary
Co-Founder
Andrew Frenette
Managing Director, Head Of Real Estate Investment Group
Benjamin LeFevre
Managing Director, Director Of Independent And Bank Channel
CSRIC Paul Nicely
Managing Director, Co-Director Wealth Strategies Group
Deidre Walsh
Managing Director
Jeff Mueller
Managing Director
Cathy Corrigan McDermott
Portfolio Manager, Vice President
Jake Lemle
Director Of Leveraged Loan Trading Portfolio Manager
Akbar Causer
Emerging Markets Portfolio Manager
Chris Eustance
VP, Municipal Portfolio Manager
Federico Sequeda
Portfolio Manager
Jason Kritzer
Portfolio Manager
Kyle Lee
Portfolio Manager Associate
Michael Turgel
VP Portfolio Manager
Patrick Campbell
Portfolio Manager
Schuyler Hooper
VP, Portfolio Manager
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
