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- 晨星评级:
- 总资产: 2.16B
Calvert Equity A
79.24
-0.13
-0.16%
CSIEX概述
本页面提供Calvert Equity Fund Class A的详细介绍，帮助您了解CSIEX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
1825 Connecticut Avenue NW, Suite 400
Washington,DC 20009-5727
United States
Washington,DC 20009-5727
United States
电话
202-238-2200
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Joseph B. Hudepohl | Portfolio Manager | 2015 | now |
| 背景介紹 | Joseph Hudepohl is a managing director and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2015. Joe began his career in the investment management industry in 1997. Prior to joining Atlanta Capital, he was affiliated with Logan Circle Partners LP, a division of Fortress Investment Group LLC, as a portfolio manager and with Goldman Sachs Asset Management in Tampa, Florida. Joe earned a B.A. in economics from Stanford University. He is a former member of the U.S. National Swim Team and a three-time Olympic medalist. Joe is a CFA charterholder. | ||
| Jeffrey A. Miller | Vice President | 2015 | now |
| 背景介紹 | Jeff A. Miller, CFA is a Vice President and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Calvert Equity portfolios. Prior to joining the firm in 2014, Mr. Miller was a Research Analyst at Crawford Investment Counsel and had been with the firm since 2011. Mr. Miller was responsible for equity research and served on the Equity Investment Team. Prior to joining Crawford Investment Counsel, Mr. Miller was a Senior Vice President, member of the Investment Policy Committee and Global Technology Analyst for Institutional Capital (ICAP). Mr. Miller is a graduate of Southern Methodist University where he earned a Bachelor of Business Administration in Finance. He obtained his MBA from Loyola University Chicago and holds the Chartered Financial Analyst designation. Additionally, Mr. Miller holds the Fundamentals of Sustainability Accounting (FSA) Credential issued by the Sustainability Accounting Standards Board (SASB). | ||
| Lance V. Garrison | Portfolio Manager, Growth Equity | 2015 | now |
| 背景介紹 | Lance Garrison is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2007. Lance began his career in the investment management industry in 2000. Prior to joining Atlanta Capital, he worked at Standard & Poor's Corporate Value Consulting and Wellington Management Company. Lance earned a B.S. from the University of Florida and an MBA from Northwestern University. He is a CFA charterholder and a Chartered SRI Counselor. Lance holds the Fundamentals of Sustainability Accounting (FSA) credential and is a subject matter expert with the Sustainability Accounting Standards Board (SASB). Additionally, he serves on the SASB Standards Advisory Group advising on matters of implementation and emerging issues that should be considered in the standards development process. | ||
| Robert R. Walton | Vice President | 2015 | now |
| 背景介紹 | Robert Walton is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 1999. Rob began his career in the investment management industry in 1994. Prior to joining Atlanta Capital, he was an equity research analyst at The Robinson-Humphrey Company, where he was responsible for the insurance and industrial growth industries. Rob earned a B.A. with a dual concentration in economics and political science from Colgate University and an MBA from Emory University. He is a CFA charterholder. Rob holds the Fundamentals of Sustainability Accounting (FSA) credential issued by the Sustainability Accounting Standards Board (SASB). | ||
| Richard B. England | Managing Director | 2006 | 2016 |
| 背景介紹 | Richard B. England, CFA is a Managing Director, Growth Equity and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Socially Responsible equity portfolios. He is also a member of the Management Committee. Prior to joining the firm in 2004, Mr. England was with Putnam Investments in Boston, where he was a Senior Portfolio Manager on the Core Growth Equity team. Previously, he was with Aetna Equity Investors. | ||
| Paul J. Marshall | Vice President | 2009 | 2015 |
| 背景介紹 | Paul Marshall is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He is a member of the large-cap growth equity portfolio management teams. Prior to joining the firm in April 2000, Paul was a portfolio manager with Bank of America Capital Management and also served as an energy analyst supporting value, growth, balanced and equity income portfolios. Paul earned a B.S. in economics from Vanderbilt University and an M.B.A. from the University of Notre Dame. He served as an officer in the United States Army and is a CFA charterholder. | ||
| William R. Hackney | Managing Partner | 1998 | 2012 |
| 背景介紹 | Hackney is a portfolio manager and managing partner with Atlanta Capital Management Company, his employer since 1995. Prior to joining the firm, he was chief investment officer of First Union Corporation’s Capital Management Group in Charlotte, North Carolina. Hackney holds the Chartered Financial Analyst designation. | ||
| Marilyn Robinson Irvin | Senior Vice President | 1998 | 2010 |
| 背景介紹 | Irvin is senior vice president and principal with Atlanta Capital Management Company, her employer since 1989. Prior to joining the firm, she was a treasury analyst and fixed income trader for Consolidated Health Care in Richmond, Virginia. Irvin holds the Chartered Financial Analyst designation and is a Certified Cash Manager. | ||
| Daniel W. Boone | Member | 1998 | 2007 |
| 背景介紹 | Boone is a member of the executive committee and managing partner with Atlanta Capital Management Company, his employer since 1976. Prior to joining the firm, he was an analyst with the Wellington Management Company in Philadelphia. Boone is a former U.S. Army officer. Boone holds the Chartered Financial Analyst designation and the Chartered Investment Counselor designation. | ||
| Paul J. Marshall | Vice President | 1998 | 2007 |
| 背景介紹 | Paul Marshall is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He is a member of the large-cap growth equity portfolio management teams. Prior to joining the firm in April 2000, Paul was a portfolio manager with Bank of America Capital Management and also served as an energy analyst supporting value, growth, balanced and equity income portfolios. Paul earned a B.S. in economics from Vanderbilt University and an M.B.A. from the University of Notre Dame. He served as an officer in the United States Army and is a CFA charterholder. | ||
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