Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

22981

Eaton Vance Advisor Institute expands team

RELATED TOPICS​

Eaton Vance Distributors (EVD), a subsidiary of Eaton Vance Corp, has appointed David M Gordon as director, Eaton Vance Advisor Institute, effective immediately.

In his new role, Gordon (pictured) is responsible for supporting advisers who serve ultra-high-net-worth clients in addressing clients' wealth planning and investment requirements.
 
He will work closely with the EVD external sales and global relationship management teams and report to David Richman, national director of the Eaton Vance Advisor Institute.
 
Gordon joined Eaton Vance in 2007. Since 2014, he has been a strategy specialist in EVD's wealth strategies group, responsible for consulting with internal and external partners to craft security-level and portfolio-level solutions to challenges faced by wealthy investors.
 
Prior to joining Eaton Vance, Gordon was responsible for sales and service of high-net-worth offerings for a Houston-based investment manager. He has previous experience as a business strategist, portfolio manager and equity analyst, and as a registered representative.
 
Prior to entering the investment management industry in 1994, Gordon served five years as an infantry officer in the United States Army.
 
"Dave's experience gives him a unique perspective to support the development of further programming to help advisers with the increased complexity they face in attracting ultra-high-net-worth clients and nurturing existing client relationships," says Richman. "By enhancing and expanding the Advisor Institute, we are positioned to provide advisors the resources and insights needed to drive more meaningful client engagements."

Latest News

Brown Brothers Harriman & Co. (BBH) have announced a new automated liquidity management tool (“LMT”)..
Pantheon, a specialist global private markets investor, and iCapital, the global fintech platform, have announced..
Data from Houlihan Lokey’s MidCapMonitor showed that UK sponsor-backed financing activity significantly increased YoY in..

Related Articles

Frozen soap bubble
From the end of this month, the UK’s Sustainability Disclosure Requirements (SDR) regime comes into force which the Financial Conduct Authority says has a simple aim: “Financial products that are marketed as sustainable should do as they claim and have the evidence to back it up.”..
From the end of this month, the UK’s Sustainability Disclosure Requirements (SDR) regime comes into force which the Financial Conduct..
Global ESG Investing
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of climate change and ESG factors in state policymaking...
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of..
Trends
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100 million deals announced this month alone...
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100..
Different flavours
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led, multi-boutique global asset manager with over USD20 billion under management, recently undertook a survey with 204 UK investment professionals, seeking insights into their perceptions and attitudes towards boutique asset managers...
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led,..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by