Eaton Vance competitors

Mr. Gorman is Chairman and CEO of Morgan Stanley. Mr. Gorman became CEO in January 2010 and Chairman in January 2012. He joined the Firm in February 2006 and was named Co-President in December 2007. Before joining Morgan Stanley, Mr. Gorman held a succession of executive positions at Merrill Lynch. Prior to this, he was a senior partner of McKinsey & Co. and began his career as an attorney in Melbourne, Australia. Among his civic activities, Mr. Gorman serves as a Director of the Federal Reserve Bank of New York and the Council on Foreign Relations, and is a member of the Board of Overseers of the Columbia Business School, the Monetary Authority of Singapore International Advisory Panel, the Business Council, and the Board of the Institute of International Finance. He formerly served as President of the Federal Advisory Council to the U.S. Federal Reserve Board, Co-Chairman of the Partnership for New York City, Chairman of the Board of the Securities Industry and Financial Markets Association and Co-Chairman of the Business Committee of the Metropolitan Museum of Art. Mr. Gorman, who was born in Australia, earned a B.A. and Law degree from the University of Melbourne and an M.B.A. from Columbia University

Kunal Kapoor, CFA, is chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization across the firm. Since joining Morningstar in 1997 as a data analyst, Kapoor has held a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com® and the firm’s data business as well as its global products and client solutions group. Kapoor holds a bachelor’s degree in economics and environmental policy from Monmouth College and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation, is a member of the CFA Society of Chicago, and served on the board of PitchBook, a private firm that provides a comprehensive private equity and venture capital database, prior to its acquisition by Morningstar in late 2016. Kapoor is also a member of the board of trustees of The Nature Conservancy in Illinois. In 2010, Crain’s Chicago Business named him to its annual 40 Under 40 class, a list that includes professionals from a variety of industries who are contributing to Chicago’s business, civic, and philanthropic landscape.

Glenn is a strategic business / real estate lawyer and founding member of Williams, Graffeo & Stern, LLC. Previously, Glenn served as Executive Vice President and General Counsel to a global technology and communications company where he was instrumental in growing the company, which went public, established strategic alliances with industry notables Yahoo, Microsoft, AT&T, AOL, LG and Cisco, and raised $2 billion in capital in a series of public and private transactions before successfully going private via a merger transaction. He was responsible for the company's legal, human resources and real estate departments. Glenn previously served as Associate General Counsel to its affiliated parent company, a multifaceted global communications and entertainment company. Glenn has also held senior positions in commercial real estate involving consulting and brokerage services and with owner/operator/developers of franchised hotels, restaurants, and large-scale shopping centers, where he contributed to the successful expansion of real estate holdings and commercial operations via business and real estate acquisitions and development. Prior to going in house, Glenn represented the New Jersey Sports & Exposition Authority and Warren County Community College as outside general counsel. He was involved in a number of deals involving professional sports franchises Giants, Jets, Nets and Devils and sponsors Phillip Morris, Anheuser Busch and Coca-Cola, as well as the naming of Continental Airlines Arena, one of the first naming rights deals of the time, the expansion of Giants Stadium and development of the first college campus for Warren County Community College.Prior to becoming a lawyer, Glenn led business development for a commercial contracting firm where he was responsible for projects such as the Bridgewater Commons Mall, Morristown Memorial Hospital and Federal Express.Specialties: Business & Corporate Law, Real Estate

Ronald \'Ron\' Kruszewski is a Chairman and CEO at Stifel Financial Corp and is based in St. Louis, Missouri. He attended Indiana University Bloomington between 1977 and 1981 and Indiana University Bloomington between 1997 and 2001.

Walter W. Bettinger II, 60, has been President of The Charles Schwab Corporation since 2007 and Chief Executive Officer since late 2008.He leads a workforce of approximately 32,000 employees, with headquarters in Westlake, Texas and branch offices in more than 420 locations across the United States plus London, Hong Kong, Singapore and Puerto Rico.As measured by client assets, Schwab is the largest publicly traded investment services firm in the United States and one of the world’s largest financial services firms serving approximately:• $7.40 trillion in client assets • 32.1 million client brokerage accounts, 1.6 million bank accounts and 2.1 million retirement plan participants• ~12,000 independent investment advisors Mr. Bettinger’s duties include leading the development of strategies and services that assist tens of millions of people worldwide in their efforts to save and invest - either directly, with the help of an independent investment advisor or through a company-sponsored retirement or benefit plan. Under his leadership, the value of Schwab stock has grown from $13.59 on January 1, 2009 to approximately $75.00 as of May 31, 2021. During the same period, Schwab’s market capitalization has grown from ~$18billion to ~$140billion.Mr. Bettinger has been recognized throughout his career as a leader in financial services including: • in 2014, 2016, 2017 and 2018 he was recognized in Fortune magazine’s Businessperson of the Year listing - in 2018 he was ranked the #7 businessperson globally; • in 2010 to the Power 30 by Smart Money magazine of the world’s most powerful and influential players; and• the 2009 lifetime achievement award for contributions to the retirement security of working Americans by Plan Sponsor magazine.In 1983, at the age of 22, Mr. Bettinger founded The Hampton Company, a provider of retirement plan services to corporations and their employees. The Charles Schwab Corporation acquired Hampton in 1995.In addition to his professional duties, Mr. Bettinger is active in numerous charitable and philanthropic efforts. He and his wife, Teri, are founders of the Walt & Teri Bettinger Foundation and the parents of five children. A native of Ada, Ohio, Mr. Bettinger attended Delta State University in Cleveland, Mississippi and holds a bachelor of business administration degree with a major in finance, summa cum laude, from Ohio University. He has also completed the General Management program offered by the Harvard Business School.

David A. Hunt is President and Chief Executive Officer of PGIM, a top-10 global asset manager* with U.S. $1.5 trillion in assets under management** across public and private asset classes. Mr. Hunt oversees all aspects of the asset management businesses, including its public fixed income, real estate, public equity, private fixed income, and mutual fund units. In addition to his asset management role, Mr. Hunt serves on the U.S. Management Council for Prudential Financial, Inc (PFI).Before joining PGIM, Mr. Hunt was a Senior Partner at McKinsey & Company and co-leader of its North American Asset Management practice. Mr. Hunt was at McKinsey for 22 years and served as a key advisor to leading financial executives worldwide. For five years, he was based in Europe and worked extensively in Asia. Mr. Hunt serves on the Executive Committee of the Board of Directors for Lincoln Center for the Performing Arts and is a life member of the Council on Foreign Relations. He also serves on the Board of Directors for the Toigo Foundation, an organization devoted to diversity in the investment management business.Sources:*Disclosure: PGIM is the investment management business of Prudential Financial, Inc. (PFI); PFI is the 10th largest investment manager (out of 527 firms surveyed) in terms of global assets under management based on Pensions & Investments' Top Money Managers list published on June 1, 2020. This ranking represents global assets under management by PFI as of March 31, 2020.**AUM as of December 31, 2020.Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.