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Eaton Vance Advisor Institute expands team


Eaton Vance Distributors (EVD), a subsidiary of Eaton Vance Corp, has appointed David M Gordon as director, Eaton Vance Advisor Institute, effective immediately.

In his new role, Gordon (pictured) is responsible for supporting advisers who serve ultra-high-net-worth clients in addressing clients' wealth planning and investment requirements.
He will work closely with the EVD external sales and global relationship management teams and report to David Richman, national director of the Eaton Vance Advisor Institute.
Gordon joined Eaton Vance in 2007. Since 2014, he has been a strategy specialist in EVD's wealth strategies group, responsible for consulting with internal and external partners to craft security-level and portfolio-level solutions to challenges faced by wealthy investors.
Prior to joining Eaton Vance, Gordon was responsible for sales and service of high-net-worth offerings for a Houston-based investment manager. He has previous experience as a business strategist, portfolio manager and equity analyst, and as a registered representative.
Prior to entering the investment management industry in 1994, Gordon served five years as an infantry officer in the United States Army.
"Dave's experience gives him a unique perspective to support the development of further programming to help advisers with the increased complexity they face in attracting ultra-high-net-worth clients and nurturing existing client relationships," says Richman. "By enhancing and expanding the Advisor Institute, we are positioned to provide advisors the resources and insights needed to drive more meaningful client engagements."

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