George Gorman

About George Gorman

Current Independent Board member with track record of assuming increasing responsibility in Board roles. Independent Consultant specializing in accounting & governance matters affecting asset management companies & career planning for executives in transition. Independent Trustee of the Eaton Vance Funds. Previously, Independent Board member (Audit Committee Chair & ACFE) with two other Mutual Fund families, including a newly organized (November 2010) U. S. Registered Mutual Fund Family for which I was the Lead Independent Trustee. Chairman (1991-93) & member (since 2012; 1985-96) of the Registered Funds Committee of the Massachusetts Society of Certified Public Accountants. Member of the AICPA; MSCPA Member, Philanthropic Board of Advisors, Boston Children\'s Hospital (2012 - present) Former Senior Partner for Asset Management at EY LLP, with outstanding record of client service focused on Mutual, Hedge, Private Equity & ETFs. Recognized as a creative strategist and problem solver. Fosters relationships between Board members & management with a reputation for integrity, fairness and straight dealing. Disciplined in setting and holding to priorities. Flexible, mentor-coach leadership style. Responsible for team leadership for multiple client relationships ranging from a single fund to fund complexes with up to 100+ funds. Set strategy for new & existing relationships, achieving goals and managing competing priorities. Responsible for value added process improvement recommendations; engagement execution; efficiency & profitability. Served as mentor and member of EY Diversity Steering Committee for NE office through 2006. Specialties: Experienced Audit Committee Financial Expert for Boards of SEC registrants. Expert in C-level & Board relationship management, team leadership, accounting, control, auditing and advisory business services to wide variety of asset management businesses - Registered Mutual Funds, PE, Hedge & CTFs; Advisors, Broker/Dealers, etc.

Experience

1. Independent Trustee Board Chair

   Eaton Vance

   Jun 2014 — Present · Boston, MA, US

   Board Chair; member of the Audit Committee (2016-present; Chair: 20••••21); ACFE; member of the Compliance Reports & Regulatory Matters Committee (20••••21; Chair: 20••••17); Governance Committee (2014-present), Contracts Review Committee (2014-present) & Closed End Fund Matters Committee (20••••21).

Education

• Duquesne University

  BS, cum laude, Accounting

  1970 — 1974

• The Tuck School of Business at Dartmouth

  MBA, general management

  1978 — 1980