BOSTON, Jan. 3, 2017 /PRNewswire/ -- Eaton Vance Distributors (EVD), a subsidiary of Eaton Vance Corp., announced today the appointment of David M. Gordon, CFA, CPWA as Director, Eaton Vance Advisor Institute, effective immediately. In his new role, Mr. Gordon is responsible for supporting advisors 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.
Mr. 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, Mr. 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, Mr. Gordon served five years as an infantry officer in the United States Army. He holds a B.S. from the United States Military Academy at West Point and an MBA from the University of Texas at Austin. He has also studied finance at the doctoral level at France's EDHEC Business School.
"Dave's experience gives him a unique perspective to support the development of further programming to help advisors with the increased complexity they face in attracting ultra-high-net-worth clients and nurturing existing client relationships," said Mr. 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."
Eaton Vance (NYSE: EV) is a leading global asset manager whose history dates to 1924. With offices in North America, Europe, Asia and Australia, Eaton Vance and its affiliates managed $336.4 billion in assets as of October 31, 2016, offering individuals and institutions a broad array of investment strategies and wealth management solutions. The Company's long record of providing exemplary service, timely innovation and attractive returns through a variety of market conditions has made Eaton Vance the investment manager of choice for many of today's most discerning investors. For more information, visit eatonvance.com.
Eaton Vance Distributors, Inc. Member FINRA/SIPC
Two International Place, Boston, MA 02110
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SOURCE Eaton Vance Corp.