Eaton Vance's 3 Tenets for Tax-Aware Investing

Paul is an executive director of Eaton Vance Distributors, Inc., part of Morgan Stanley
Investment Management (MSIM). He is co-head of the Wealth Strategies Group, responsible for
the sales efforts of the group, managing a team of specialists predominantly focused on
solutions for wealthy investors. The group works with financial advisors and the firm’s sales
representatives to help educate and implement strategies such as customized separately
managed accounts, tax-loss harvesting, concentrated stock solutions, charitable giving and
options overlay. He joined Eaton Vance in 2003. Morgan Stanley acquired Eaton Vance in March
2021.

Paul began his career in the investment management industry in 2002. Previously at Eaton
Vance, he was a regional director for the firm’s independent/financial institution sales team,
marketing Eaton Vance, Parametric, Atlanta Capital, Calvert and MSIM products in Washington
and Oregon. He consulted with advisors on topics ranging from portfolio construction and
economic and capital market research to practice management and business development.
Before joining Eaton Vance, he was an independent advisor for Reinhard & Associates, a branch
of Ameriprise Financial Services, Inc.

Paul earned a B.S. in business administration from the University of Delaware. He holds the
Chartered SRI Counselor (CSRIC™) designation.