Tuesday, October 5, 2021 - Digital Conference


Jonathan Isaac
Director of Product Management
Eaton Vances

Jonathan Isaac is vice president and director of product management for Eaton Vance Distributors. He is responsible for all of Eaton Vance’s open- and closed-end funds, as well as SMA products. He manages the firm’s product and portfolio strategy and market intelligence teams, oversees all investment-related communications, and maintains the firm’s relationships with closed-end fund research analysts and designated market makers. He also heads up the responsible investment strategy team, which was formed upon the firm’s acquisition of Calvert Research and Management in 2016. Jonathan joined Eaton Vance in 1994.

Jonathan leads the firm’s new product development and launch efforts. He is also managing director of Advanced Fund Solutions, a wholly owned subsidiary of Eaton Vance Corp. He is responsible for all product-related activities associated with AFS.

At Eaton Vance, Jonathan has held a variety of managerial positions in the firm’s operations, marketing, and high-net-worth Investment Counsel groups. His involvement with closed-end fund products dates to 2004 and coincided with dramatic growth in the firm’s closed-end fund assets under management.

Jonathan is a graduate of University College, London, in his native United Kingdom.