Donald D Lynch

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

• 08/2022 → Present
  Eaton Vance Distributors, Inc.
  Boston, MA
• 10/2019 → 08/2022
  Appleton Partners, Inc.
  Boston, MA
• 06/2017 → 10/2019
  Tiger Valuation Services
  Boston, MA
• 09/2013 → 05/2017
  Boston College
  Chestnut Hill, MA
• 06/2016 → 09/2016
  Coleman Research Group
  Boston, MA

Other Businesses

*672308 - N/A; Investment related: Yes; Dedham, Massachusetts; Rental Property; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2022-05-06