Eaton Vance Investment Counsel Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

A modern wealth advisory with old world stability and new world agility for those who expect the unique combination of global resources, intimate delivery and customization to meet their sophisticated needs.

Advanced wealth management requires a customized, integrated approach that is risk aware and tax sensitive, and is delivered by expert professionals. As fiduciaries, we exist to serve your best interests. Our team has access to a sophisticated suite of investment strategies and a network of global resources that can be customized to reflect your personal values and investment preferences.

Eaton Vance WaterOak Advisors is a $14.3* billion Registered Investment Advisory firm with access to the resources of Eaton Vance – a global investment manager. Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We are comprised of sixty-eight professionals who collectively bring decades of experience serving families, executives, non-profit organizations and institutions.

NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT

*Assets Under Advisement as of 6/30/2021
For important disclosure please visit: www.eatonvance.com/socialmedia

Find Eaton Vance Investment Counsel employees' phone numbers or email addresses

Eaton Vance Investment Counsel Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Eaton Vance Investment Counsel's Leadership

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    W. S.
    President Emeritus
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    J. S. P.
    Outsourced Cio; Manager Of Family Office Services; Trusted Advisor
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    J. E. C. C.
    Vice President, Portfolio Strategist
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    R. J. M.
    Vice President, Wealth Planning Advisor
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    L. A.
    Senior Wealth Management Associate
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    K. T.
    Investments
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    S. K.
    Associate Wealth Advisor
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Eaton Vance Investment Counsel Employee Metrics

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2026
2025
2024
  • Banking
  • Business Development
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Eaton Vance Investment Counsel

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S. P.
    Outsourced Cio; Manager Of Family Office Services; Trusted Advisor
    Phone icon
    United StatesFlorida
    Jan 17, 2026
  • Stylized image of a person
    W. S.
    President Emeritus
    Phone icon
    United StatesMassachusetts
    Nov 20, 2025
  • Stylized image of a person
    J. E. C. C.
    Vice President, Portfolio Strategist
    Phone icon
    Sep 27, 2023
  • Stylized image of a person
    R. J. M.
    Vice President, Wealth Planning Advisor
    Phone icon
    United StatesNew Hampshire
    Oct 16, 2024
  • Stylized image of a person
    L. A.
    Senior Wealth Management Associate
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    United StatesMassachusetts
    Nov 28, 2024
  • Stylized image of a person
    K. T.
    Investments
    Phone icon
    United StatesMassachusetts
    Oct 20, 2025
  • Stylized image of a person
    S. K.
    Associate Wealth Advisor
    Phone icon
    United StatesMassachusetts
    Feb 21, 2024

Frequently Asked Questions

What is Eaton Vance Investment Counsel known for?

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Eaton Vance Investment Counsel was founded in 1924 operates in the Financial Services industry. Explore Eaton Vance Investment Counsel's company overview page for more information.

What is Eaton Vance Investment Counsel's most common email format?

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Eaton Vance Investment Counsel employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eaton Vance Investment Counsel email formats with LeadIQ.

How many employees does Eaton Vance Investment Counsel have currently?

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Eaton Vance Investment Counsel has approximately 53 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Eaton Vance Investment Counsel's key employees and leadership?

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As of December 2025, Eaton Vance Investment Counsel's key employees include:

  • President Emeritus: W. S.
  • Outsourced Cio; Manager Of Family Office Services; Trusted Advisor: J. S. P.
  • Vice President, Portfolio Strategist: J. E. C. C.
  • Vice President, Wealth Planning Advisor: R. J. M.
  • Senior Wealth Management Associate: L. A.

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