# WHELAN VINCENT JOSEPH

WHELAN VINCENT JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 13 filing roles across Form ADV (13).

## Filings (13)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [MASSACHUSETTS FINANCIAL SERVICES COMPANY](https://search.stillhousedata.com/firm/110045) | CHIEF FINANCIAL OFFICER | BOSTON, MA |
| — | Form ADV | [EATON VANCE MANAGEMENT](https://search.stillhousedata.com/firm/104859) | TRUSTEE | BOSTON, MA |
| — | Form ADV | [BOSTON MANAGEMENT AND RESEARCH](https://search.stillhousedata.com/firm/104853) | VICE PRESIDENT, TREASURER, CFO | BOSTON, MA |
| — | Form ADV | [WHELAN FINANCIAL](https://search.stillhousedata.com/firm/107227) | FOUNDER AND PRESIDENT | FRESNO, CA |
| — | Form ADV | [BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT](https://search.stillhousedata.com/firm/111231) | PARTNER | NEW YORK, NY |
| — | Form ADV | [PARAMETRIC PORTFOLIO ASSOCIATES LLC](https://search.stillhousedata.com/firm/114310) | MANAGER | SEATTLE, WA |
| — | Form ADV | [MFS INSTITUTIONAL ADVISORS INC.](https://search.stillhousedata.com/firm/107144) | TREASURER | BOSTON, MA |
| — | Form ADV | [STOCKBRIDGE PARTNERS LLC](https://search.stillhousedata.com/firm/160674) | MANAGING DIRECTOR | BOSTON, MA |
| — | Form ADV | [BERKSHIRE PARTNERS LLC](https://search.stillhousedata.com/firm/160675) | MANAGING MEMBER | BOSTON, MA |
| — | Form ADV | [EATON VANCE WATEROAK ADVISORS](https://search.stillhousedata.com/firm/132047) | TRUSTEE | BOSTON, MA |
| — | Form ADV | [MFS ORIGINAL RESEARCH PARTNERS LLC](https://search.stillhousedata.com/firm/108701) | TREASURER | BOSTON, MA |
| — | Form ADV | [MFS ORIGINAL RESEARCH ADVISORS LLC](https://search.stillhousedata.com/firm/110389) | TREASURER | BOSTON, MA |
| — | Form ADV | [VERTEX INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/108643) | TREASURER | BOSTON, MA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.