WHELAN VINCENT JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WHELAN VINCENT JOSEPH appears on 13 filing roles across Form ADV (13).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MASSACHUSETTS FINANCIAL SERVICES COMPANY | CHIEF FINANCIAL OFFICER | BOSTON, MA |
| — | Form ADV | EATON VANCE MANAGEMENT | TRUSTEE | BOSTON, MA |
| — | Form ADV | BOSTON MANAGEMENT AND RESEARCH | VICE PRESIDENT, TREASURER, CFO | BOSTON, MA |
| — | Form ADV | WHELAN FINANCIAL | FOUNDER AND PRESIDENT | FRESNO, CA |
| — | Form ADV | BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT | PARTNER | NEW YORK, NY |
| — | Form ADV | PARAMETRIC PORTFOLIO ASSOCIATES LLC | MANAGER | SEATTLE, WA |
| — | Form ADV | MFS INSTITUTIONAL ADVISORS INC. | TREASURER | BOSTON, MA |
| — | Form ADV | STOCKBRIDGE PARTNERS LLC | MANAGING DIRECTOR | BOSTON, MA |
| — | Form ADV | BERKSHIRE PARTNERS LLC | MANAGING MEMBER | BOSTON, MA |
| — | Form ADV | EATON VANCE WATEROAK ADVISORS | TRUSTEE | BOSTON, MA |
| — | Form ADV | MFS ORIGINAL RESEARCH PARTNERS LLC | TREASURER | BOSTON, MA |
| — | Form ADV | MFS ORIGINAL RESEARCH ADVISORS LLC | TREASURER | BOSTON, MA |
| — | Form ADV | VERTEX INVESTMENT MANAGEMENT INC | TREASURER | BOSTON, MA |