Meghan Moses
About Meghan Moses
Meghan Moses serves as the Managing Director of Ria & Family Office Distribution at Eaton Vance, bringing extensive experience in wealth management and distribution strategies. She has held various roles in prominent financial firms, including Eaton Vance and Parametric, and has a strong academic background in Mathematics and Investment Management.
Current Role at Eaton Vance
Meghan Moses serves as the Managing Director of RIA & Family Office Distribution at Eaton Vance. She has held this position since 2022 and is responsible for overseeing the distribution of financial products to registered investment advisors and family offices. Her role involves collaborating with various affiliates within Morgan Stanley Investment Management (MSIM) to enhance product distribution and ensure compliance with regulations across different jurisdictions.
Previous Experience at Eaton Vance
Prior to her current position, Meghan Moses worked at Eaton Vance in several roles. She was the Head of the Wealth Strategies Group - Product & Relationship Management from 2021 to 2022. She also served as Vice President and Strategy Specialist from 2014 to 2018, and as an AVP in the Wealth Strategies Group for 9 months in 2014. Additionally, she worked as an Internal Wholesaler from 2008 to 2012 and as a Performance & Analytics Specialist from 2006 to 2008.
Experience at Parametric
Meghan Moses has held significant roles at Parametric. She was the Associate Regional Director for the West region from 2012 to 2013. Later, she served as Managing Director and Head of Distribution Channel Management from 2018 to 2021. In these positions, she focused on managing distribution channels for mutual funds and ETFs, contributing to the growth of the firm's distribution capabilities.
Educational Background
Meghan Moses earned a Bachelor of Science degree in Mathematics from Fairfield University, where she studied from 2002 to 2006. She later pursued a Master's degree in Investment Management at Boston University, completing her studies from 2011 to 2012. Her educational background provides a strong foundation for her career in finance and asset management.
Collaboration with MSIM Affiliates
In her current role, Meghan Moses collaborates with multiple MSIM affiliates, including Eaton Vance Management and Parametric Portfolio Associates LLC. She focuses on marketing financial products and services, ensuring that the distribution strategies align with the overall objectives of the affiliates. Her work involves navigating compliance regulations across various jurisdictions to support the distribution of financial products.