About

Eaton Vance has been serving the distinct needs of institutional investors for more than 75 years. Our strategies span the asset class spectrum as well as the globe, and each strategy is designed to fulfill a specific role in institutional portfolios.

From unique strategies for managing global volatility to rules-based and responsible investing, we build diversified, risk-managed solutions for every client.

A SINGULAR FOCUS

At Eaton Vance, asset management is our only business. Our investment managers thrive in an environment of independence that allows them to focus on what they do best.

Explore Our Capabilities
Core Capabilities brochure cover

Institutional Core Capabilities brochure

When investment management is your only business — and one that your senior managers control — clients’ results are your results, and shared success is the highest priority.

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Customized analytics and direct access to investment professionals

As a mid-sized asset manager, we are nimble enough to provide customized analytics, personalized service and direct access to portfolio managers, research analysts and other industry experts.

OUR TEAM

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Susan Brengle

Managing Director, Institutional

Susan Brengle is a vice president of Eaton Vance Management and managing director – institutional. She is responsible for the firm’s institutional business in North America, directs institutional relationship management efforts outside of the U.S. and oversees institutional business activities in the U.S. for Hexavest, Inc., an Eaton Vance-affiliated investment manager based in Montreal. Sue joined Eaton Vance in 2006. View Full Profile
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Joseph Furey

Director, Institutional Business Development

Joseph Furey is a vice president of Eaton Vance Management and director of institutional business development. He is responsible for the Taft-Hartley and state public pension plan markets. He joined Eaton Vance in 2002. View Full Profile
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Brad Thomas

Director of Global Consultant Relations

Brad Thomas is a vice president of Eaton Vance Management and director of global consultant relations. He is responsible for direct oversight of institutional consultant relations across North America and for the coordination of Eaton Vance’s consultant initiatives on a global basis. He joined Eaton Vance in 2014. View Full Profile
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Charles Turgeon, CFA

Director of Institutional Business Development, North America

Charles Turgeon is a vice president of Eaton Vance Management and director of business development focusing on institutional relationships in the United States. He joined Eaton Vance in 2011. View Full Profile

Our Investment Affiliates

Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions.

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Eaton Vance Management

Fundamental active managers: In-depth fundamental analysis is the primary basis for our investment decision-making across a broad range of equity, income and alternative strategies.

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Parametric

Investment science in action: Systematic investment strategies and custom portfolio solutions built on a foundation of investment science.

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Atlanta Capital

Specialists in high-quality investing: Actively managed high-quality U.S. stock and bond portfolios constructed using bottom-up fundamental analysis.

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Hexavest

Top-down global equity managers: Global equity managers utilizing a contrarian, top-down approach.

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Calvert

A global leader in Responsible Investing: Global leader in responsibly invested equity, income, alternative and multi-asset strategies.

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Contact

Eaton Vance headquarters is located in the heart of Boston but our offices span the globe. For inquires, visit our Contact page.

Two International Place

Boston, MA 02110

877-341-9247 or

617-482-8260

Press Inquiries

Eaton Vance has been anticipating client needs to deliver exemplary service, innovative strategies and attractive returns through a variety of market conditions. 

Robyn Tice

VP, Director of Media Relations

rtice@eatonvance.com

617-672-8940