Eileen Tam
About Eileen Tam
Eileen Tam serves as the VP and Director of Philanthropic Solutions at Eaton Vance, where she oversees the U.S. Charitable Gift Trust franchise and focuses on product management and sales. She has extensive experience in marketing and relationship management, having held various positions within Eaton Vance since 2004.
Current Role at Eaton Vance
Eileen Tam serves as the Vice President and Director of Philanthropic Solutions at Eaton Vance, a position she has held since 2022. In this role, she oversees the U.S. Charitable Gift Trust franchise, focusing on product management and sales. Eileen is responsible for managing the development of marketing materials and communication strategies aimed at improving processes and efficiency within the organization. Her work contributes to the overall success of philanthropic initiatives at Eaton Vance.
Previous Experience at Eaton Vance
Prior to her current role, Eileen Tam worked at Eaton Vance for over a decade in various capacities. She served as the Vice President and Product Manager in the Wealth Strategies Group from 2011 to 2022, where she provided strategic initiatives to enhance product scope and improve sales positioning. Before that, she was the Assistant Vice President and Product Specialist in Alternative Investments from 2004 to 2011, focusing on relationship management and educational training with distribution partners.
Education and Academic Background
Eileen Tam studied at The Ohio State University, where she earned a Bachelor of Arts degree in Communications, graduating in 2000. She furthered her education at Boston University, where she gained additional knowledge and skills relevant to her career in philanthropy and product management.
Early Career at Sagemark Consulting
Eileen Tam began her professional career at Sagemark Consulting, where she worked as a Marketing Assistant from 2001 to 2004. During her three years in this role, she developed foundational skills in marketing and communication that have contributed to her later success in more senior positions within the financial services industry.
Thought Leadership and Content Creation
Eileen Tam engages in creating thought leadership materials and blogs that focus on charitable giving, income, trust, and estate tax planning. Her contributions to educational resources help inform both internal teams and external partners, enhancing their understanding of philanthropic solutions and strategies.