Marshall Stocker
About Marshall Stocker
Marshall Stocker is a Portfolio Manager, Vice President, and Director of Country Research at Eaton Vance, where he manages the Calvert Emerging Markets Advancement Fund and oversees equity funds in emerging and frontier markets. He holds multiple degrees, including a Doctorate in Philosophy and an MBA, and has authored various academic papers on economic policy and investment strategies.
Work at Eaton Vance
Marshall Stocker has been employed at Eaton Vance since 2019, holding the positions of Portfolio Manager, Vice President, and Director of Country Research. He manages the Calvert Emerging Markets Advancement Fund, which emphasizes ESG engagement. Additionally, he leads the Eaton Vance Emerging and Frontier Countries Equity Fund, which has a valuation of $180 million. His role involves overseeing equity funds across a 60-country emerging and frontier market universe, including EICOX, EACOX, CEFIX, and CEFAX. Stocker also conducts research retreats for a team of 30 investment research and portfolio management personnel.
Education and Expertise
Marshall Stocker has an extensive educational background. He studied at Cornell University, where he earned a Bachelor of Science in Materials Science and Engineering from 1993 to 1997. He later obtained a Master of Business Administration from Cornell Johnson Graduate School of Management, completing his studies from 1997 to 1999. Stocker further pursued his education at Universidad Francisco Marroquín, where he earned Doctorates in Economics and Philosophy from 2014 to 2016. His expertise encompasses economics, finance, and investment strategy.
Background
Before joining Eaton Vance, Marshall Stocker held various positions in the finance sector. He worked as a Portfolio Manager at Choate Investment Advisors from 2007 to 2010. He also served as a Portfolio Manager, Vice President, and Global Macro Equity Strategist at Eaton Vance from 2013 to 2019. Earlier in his career, he gained experience as an Equity Analyst Intern at GE in 1998. His professional journey has been primarily based in Boston, Massachusetts.
Research and Publications
Marshall Stocker has authored numerous whitepapers and academic journal articles focusing on topics such as country allocation, currency, and the impact of economic policy on equity and fixed income returns. His research contributions reflect his deep understanding of financial markets and investment strategies, enhancing the knowledge base within the investment community.