Brian Hassler, Cfa

Municipal Analyst: Assistant Vice President @ Vance

About Brian Hassler, Cfa

Brian Hassler is a Municipal Analyst and Assistant Vice President at Eaton Vance, where he has worked since 2013. He manages a diverse portfolio of over 200 credits and provides investment recommendations based on thorough credit evaluations.

Work at Eaton Vance

Brian Hassler has been employed at Eaton Vance since 2013, currently holding the position of Municipal Analyst: Assistant Vice President. In this role, he manages a diverse portfolio of over 200 credits, which includes sectors such as State and Local Governments, Dedicated Taxes, and Water and Sewer Revenue. His responsibilities include providing buy/sell/hold recommendations to portfolio managers and traders based on internal credit evaluations. Prior to his current position, he held various roles at Eaton Vance, including Municipal Portfolio Manager Assistant/Associate and Research Associate/Associate Municipal Analyst.

Education and Expertise

Brian Hassler earned a Bachelor of Business Administration (B.B.A.) in Finance from the Isenberg School of Management at UMass Amherst. He furthered his education at the CFA Institute, where he studied to enhance his expertise in finance and investment analysis. His educational background supports his analytical skills and decision-making in managing municipal credit portfolios.

Background in Municipal Analysis

Brian Hassler has extensive experience in municipal analysis, having worked in various capacities at Eaton Vance since 2006. His roles have included Mutual Fund Operations Team Representative, Mutual Fund Operations Service Specialist, and Municipal Portfolio Manager Assistant/Associate. This progression has equipped him with a comprehensive understanding of municipal finance and investment strategies.

Collaborative Projects and Evaluations

In his current role, Brian engages in both independent work and team collaborations on credit-related projects and investment topics. He collaborates with other analysts and the trading desk to assess sector outlooks and relative value. His work involves conducting annual credit surveillance and weekly evaluations of new issues for the portfolio, ensuring informed investment decisions.

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