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EAGLE ASSET MANAGEMENT, INC.

Branch

Company Details

Name: EAGLE ASSET MANAGEMENT, INC.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 14 Jun 1984 (41 years ago)
Branch of: EAGLE ASSET MANAGEMENT, INC., FLORIDA (Company Number G83865)
Identification Number: 000023807
Place of Formation: FLORIDA
Principal Address: 880 CARILLON PARKWAY, ST. PETERSBURG, FL, 33716, USA
Purpose: REGISTERED INVESTMENT ADVISER SERVING AS THE DISCRETIONARY MANAGER FOR INDIVIDUAL AND INSTITUTIONAL EQUITY AND FIXED INCOME PORTFOLIOS..
NAICS: 523920 - Portfolio Management
Fictitious names: Florida Asset Management, Inc. (trading name, 1984-06-14 - )

Agent

Name Role Address
CT CORPORATION SYSTEM Agent 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

PRESIDENT

Name Role Address
EDWARD ED RICK PRESIDENT 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

TREASURER

Name Role Address
DEREK THIEME TREASURER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

SECRETARY

Name Role Address
ROBERT MORRISON SECRETARY 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

SVP, MANAGING DIRECTOR & PORTFOLIO MGR

Name Role Address
DAVID BLOUNT SVP, MANAGING DIRECTOR & PORTFOLIO MGR 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

VP, PORTFOLIO MANAGER

Name Role Address
JOE JACKSON VP, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
SHEILA L. KING VP, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
CHRISTOPHER SASSOUNI VP, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
DOUGLAS S. FISHER VP, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
BRAD S. ERWIN VP, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
MATTHEW R. SPITZNAGLE VP, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
JASON D. WULFF VP, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

ABAC AND PRIVACY OFFICER

Name Role Address
STEVEN GILBERT ABAC AND PRIVACY OFFICER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

SVP, MANAGING DIRECTOR & PORTFOLIO MGR

Name Role Address
JAMES C. CAMP SVP, MANAGING DIRECTOR & PORTFOLIO MGR 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
TODD C. MCCALLISTER SVP, MANAGING DIRECTOR & PORTFOLIO MGR 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

VP AND PORTFOLIO MANAGER

Name Role Address
BURTON N. MULFORD VP AND PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
ERIC MINTZ VP AND PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

VICE PRESIDENT, PORTFOLIO MANAGER

Name Role Address
SCOTT RENNER VICE PRESIDENT, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
MATTHEW MCGEARY VICE PRESIDENT, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
JEFF BILSKY VICE PRESIDENT, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
DALE W. STOVER VICE PRESIDENT, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
JOSEPH MIKE MICHAEL GIBBS VICE PRESIDENT, PORTFOLIO MANAGER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

ASSISTANT TREASURER

Name Role Address
CASSANDRA COOK STEVENSON ASSISTANT TREASURER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

VICE PRESIDENT, CHIEF COMPLIANCE OFFICER

Name Role Address
JAVIER ALVAREZ VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

AML AND OFAC SANCTIONS OFFICER

Name Role Address
MICHAEL SCHARMER AML AND OFAC SANCTIONS OFFICER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

SVP, CHIEF OPERATING OFFICER

Name Role Address
ERIC C. WILWANT SVP, CHIEF OPERATING OFFICER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

CONTROLLER

Name Role Address
DEREK THIEME CONTROLLER 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

VP, MANAGER OF ASSET MANAGEMENT TRADING

Name Role Address
JONATHAN LEWIS VP, MANAGER OF ASSET MANAGEMENT TRADING 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

VP, OPERATIONS & TECHNOLOGY

Name Role Address
SCOTT D. LEEMON VP, OPERATIONS & TECHNOLOGY 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

DIRECTOR, BUSINESS INSIGHT & STRATEGY

Name Role Address
JORDAN LILLIAN DIRECTOR, BUSINESS INSIGHT & STRATEGY 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

DIRECTOR

Name Role Address
DAMIAN SOUSA DIRECTOR 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
EDWARD ED RICK DIRECTOR 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA
ERIC C. WILWANT DIRECTOR 880 CARILLON PARKWAY, PETERSBURG, FL 33716 USA

Filings

Number Name File Date
202451975270 Annual Report 2024-04-22
202332813910 Annual Report 2023-04-12
202214981920 Annual Report 2022-04-18
202189570840 Annual Report 2021-02-03
202032824090 Annual Report 2020-01-22
201984817710 Annual Report 2019-01-21
201856541550 Annual Report 2018-01-22
201730840890 Annual Report 2017-01-25
201691069770 Annual Report 2016-01-21
201554293490 Annual Report 2015-01-28

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880 CARILLON PARKWAY, ST. PETERSBURG, FL, 33716, USA

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Date of last update: 06 Oct 2024

Sources: Rhode Island Department of State

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