Biography

Eileen is a vice president of Eaton Vance Distributors, Inc., part of Morgan Stanley Investment Management (MSIM). She is director of philanthropic solutions in the Wealth Strategies Group, responsible for the firm’s sales and marketing of the U.S. Charitable Giving Trust®. She joined Eaton Vance in 2004. Morgan Stanley acquired Eaton Vance in March 2021.

Eileen began her career in the investment management industry in 2001. She has extensive experience working with advisors in the high-net-worth (HNW) space, with product-specific experience related to trusts, estates and taxes as it applies to charitable giving. Before joining Eaton Vance, she was a sales and marketing assistant with Sagemark Consulting, a division of Lincoln Financial Advisors.

Eileen earned a B.A. from Ohio State University. She completed the Certified Financial Planner Program through the Boston Institute of Finance. She holds her Series 6, 7 and 63 FINRA licenses.

 
 
 

 

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