Adam Andrew Weigold
Corporate Officer/Principal at Eaton Vance Short Duration Strategic Income Fund
Profile
Mr. Adam A.
Weigold, CFA MBA, is a Senior Portfolio Manager & Head of Municipal Bonds at Manulife Investment Management (US) LLC, a Vice President at Eaton Vance Short Duration Strategic Income Fund, a Member at CFA Institute, a Member at National Federation of Municipal Analysts and a Member at The Boston Security Analysts Society, Inc.
Prior to joining the firm, he was a Senior Portfolio Manager with the municipal bond department at Eaton Vance Management, where he managed an array of municipal bond strategies.
These spanned a wide spectrum of the municipal bond market, ranging from state-specific strategies to ones focused on the market’s floating-rate and high-yield segments, short duration strategies, and strategies involving the use of hedging and derivatives.
His prior portfolio management experience extended to a separately managed account program focused on build America bonds and closed-end mutual funds.
Before working as a Senior Portfolio Manager, he held several roles of increasing responsibility in Eaton Vance’s municipal bond department, including Research Associate, Credit Analyst, and Senior Credit Analyst.
He received his undergraduate degree from Dartmouth College and an MBA from Boston University.
Adam Andrew Weigold active positions
Companies | Position | Start |
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Eaton Vance Short Duration Strategic Income Fund
Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Corporate Officer/Principal | 2011-01-04 |
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
National Federation of Municipal Analysts
National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Corporate Officer/Principal | - |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Portfolio Manager-Fixed Income | 2021-08-31 |
Former positions of Adam Andrew Weigold
Companies | Position | End |
---|---|---|
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Portfolio Manager-Fixed Income | 2021-08-31 |
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Portfolio Manager-Fixed Income | 2021-08-31 |
ETON VANCE MIC BEN | Corporate Officer/Principal | 2011-12-04 |
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | Corporate Officer/Principal | 2010-11-22 |
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Training of Adam Andrew Weigold
Dartmouth College | Undergraduate Degree |
Boston University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 23 |
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Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Finance |
Eaton Vance New Jersey Municipal Income Trust
Eaton Vance New Jersey Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New Jersey Municipal Income Trust is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. It currently invests in Cash Reserves Fund. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Pennsylvania Municipal Income Trust
Eaton Vance Pennsylvania Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Pennsylvania Municipal Income Trust is a non-diversified, closed-end management investment company. Its investment objective is to provide a high level of current income. The firm's secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance New York Municipal Income Trust
Eaton Vance New York Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New York Municipal Income Trust operates as closed-end management investment Company. Its investment objective is to provide a high level of current income. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Michigan Municipal Income Trust
Eaton Vance Michigan Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Michigan Municipal Income Trust is a closed-end investment income trust, which engages in the provision of high level current income, as well as to seek capital appreciation. It also involves in investing in cash reserve fund. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Ohio Municipal Income Trust
Eaton Vance Ohio Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Ohio Municipal Income Trust is a non-diversified, closed-end management investment trust. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Insured New York Municipal Bond Fund
Eaton Vance Insured New York Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured New York Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | Miscellaneous |
Eaton Vance New York Municipal Bond Fund II
Eaton Vance New York Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New York Municipal Bond Fund II is a closed-end investment fund/investment trust. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and New York State and New York City personal income taxes. The fund intends to make monthly distributions of net investment income, after payment of any dividends on any outstanding preferred shares. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Insured Municipal Bond Fund II
Eaton Vance Insured Municipal Bond Fund II Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund II provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | Miscellaneous |
Eaton Vance Ohio Municipal Bond Fund
Eaton Vance Ohio Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Ohio Municipal Bond Fund is a closed-end management investment fund. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax and in the form of an investment exempt from Ohio personal income tax. The fund offers the following services to investors: tax-exempt monthly income, quality of a professionally managed investment-grade portfolio. Eaton Vance Ohio Municipal Bond Fund was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Pennsylvania Municipal Bond Fund
Eaton Vance Pennsylvania Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Pennsylvania Municipal Bond Fund is a non-diversified, closed-end management investment company. The fund's investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and Pennsylvania state and local taxes in the form of an investment exempt from Pennsylvania personal property taxes. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Insured Massachusetts Municipal Bond Fund
Eaton Vance Insured Massachusetts Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Massachusetts Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | Miscellaneous |
Eaton Vance Insured Municipal Bond Fund
Eaton Vance Insured Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Insured Municipal Bond Fund provides current income exempt from federal income tax, including alternative minimum tax (AMT), and New York State and New York City personal income taxes. Under normal market conditions, the Fund invests at least 80 percent of net assets in municipal obligations rated A or better by Moody's, S&P or Fitch. The company is located in Boston, MA. | Miscellaneous |
Eaton Vance Short Duration Strategic Income Fund
Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Municipal Income Trust
Eaton Vance Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Municipal Income Trust is a non-diversified, closed-end management investment company. Its investment objective is to provide current income exempt from regular federal income tax. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance Massachusetts Municipal Income Trust
Eaton Vance Massachusetts Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Massachusetts Municipal Income Trust is a closed-end management investment company which has an investment objective to seek a high level of current income. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
The Boston Security Analysts Society, Inc. | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
National Federation of Municipal Analysts
National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Commercial Services |
Eaton Vance New Jersey Municipal Bond Fund
Eaton Vance New Jersey Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance New Jersey Municipal Bond Fund is a closed-end management investment trust. The company investment objective is to provide current income exempt from federal income tax, including alternative minimum tax and in the form of an investment exempt from New Jersey personal income tax. It also offers the following services to investors: tax-exempt monthly income, quality of a professionally managed investment-grade portfolio. The fund was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
Eaton Vance California Municipal Income Trust
Eaton Vance California Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Eaton Vance California Municipal Income Trust operates as a closed-end investment fund. It seeks current income exempt from regular federal income tax and California state personal income taxes. The company was founded on January 29, 1999 and is headquartered in Boston, MA. | Miscellaneous |
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Finance |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Finance |
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