John Thomas Loy

Employer firm

Eaton Vance Management CRD 104859

$97.0B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Eaton Vance Distributors, Inc.
  Boston, MA
• 08/2008 → Present
  Eaton Vance Management
  Boston, MA

Other Businesses

03/01/2004 - LOY PROPERTIES, LLC, KIRKLAND, WA. OWNER/INVESTOR, FOR THE PURCHASE OF RENTAL PROPERTIES, 2-HOURS PER MONTH AS OF 2004. *543089 - Lake Washington High School Gridiron Booster Club; Investment related No; Kirkland, Washington; Charitable; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 15; Fundraising.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-07
• S63 Uniform Securities Agent State Law Examination
  2004-09-07

Other Names

• John T Loy