Connor James Mcguirk

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-09-15
CT	RA	APPROVED	2023-04-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Eaton Vance Management	Boston	MA	06/2017	09/2018
Eaton Vance Distributors, Inc.	Boston	MA	06/2017	09/2018
College Of The Holy Cross	Worcester	MA	08/2013	08/2017
Eaton Vance Management	Boston	MA	09/2018	03/2023
Eaton Vance Distributors, Inc.	Boston	MA	09/2018	03/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	04/2023	Present
Bank Of America, N.A.	Boston	MA	04/2023	Present

06/2017 → 09/2018

Eaton Vance Management

Boston, MA
06/2017 → 09/2018

Eaton Vance Distributors, Inc.

Boston, MA
08/2013 → 08/2017

College Of The Holy Cross

Worcester, MA
09/2018 → 03/2023

Eaton Vance Management

Boston, MA
09/2018 → 03/2023

Eaton Vance Distributors, Inc.

Boston, MA
04/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
04/2023 → Present

Bank Of America, N.A.

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-05-15

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