Eaton Vance Expands Managed Account Sales Staff

January 23, 2002, 1:00 a.m. EST 1 Min Read

Eaton Vance Distributors has hired three regional directors and three internal wholesalers for its managed account sales and marketing group, the firm announced today. Last year, Eaton Vance Corp. began an initiative to dramatically grow it separately managed account business. Last September, it acquired Fox Asset Management and Atlanta Capital Management Co., both of which serve that market.

Courtney John Bercini, Joseph Staszkiw and John Thompson have been named regional directors. Bercini was most recently with Regent Investor Services, where he had served as VP since October 1999. Prior to that, he was a VP at Nicholas Applegate Capital Management. Bercini will be responsible for managed accounts in Kansas, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, Nebraska, North Dakota, South Dakota and Wisconsin.

Staszkiw was most recently at Lazard Freres, where he had been senior VP since 1992, and was responsible for establishing the firms retail account division. At Eaton Vance, Staskiw will be responsible for managed account sales in Alabama, Florida, Mississippi and parts of New York, including New York City.

Thompson joins Eaton Vance from National Asset Management, where he served as senior VP responsible for sales and marketing in the New England and Mid-Atlantic states. He will be responsible for managed accounts in Maine, Massachusetts, New Hampshire, Upstate New York, Ohio, Western Pennsylvania, Rhode Island and Vermont.

Brendan Cooper, Scott Firth and Alex Morris have been appointed Internal Wholesalers at Eaton Vance. Cooper and Firth were already internal wholesalers with the firm and will now sell managed accounts specifically. Morris was most recently with Provident Investment Counsel, where he served as a regional marketing associate. All three wholesalers will report to Judy Snow May, who was named marketing manager, managed accounts in November 2001.

Eaton Vance is planning to name one more regional director and one more internal wholesaler soon, according to the company.