Advisor at Eaton Vance Management
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Firm
Eaton Vance Management
Location
Boston, MA 02109
Credentials
Series 66
Industry experience
3 years
Honore Matteson is a financial advisor at Eaton Vance Management with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Lexington Wealth Management. Eaton Vance Management is an SEC-registered investment adviser and a subsidiary of Morgan Stanley, managing approximately $84.9 billion in assets as of December 31, 2024. The firm serves institutional clients and retail investors through fundamental analysis–based equity, income, mixed-asset, and alternative strategies, and offers a range of advisory and sub-advisory services.
Based on Eaton Vance Management
Fees vary based on particular client circumstances or as negotiated; no specific tiers clearly stated in brochure
Performance fees negotiated individually with qualified clients; no standard rate provided.
One Post Office Square
Boston, MA 02109
Massachusetts
Eaton Vance Distributors Inc.
2023 - Present (3 years)
Eaton Vance Management
2023 - Present (3 years)
Morgan Stanley Private Bank, N.A.
2022 - 2023 (1 year)
Morgan Stanley Smith Barney LLC
2022 - 2023 (1 year)
Lexington Wealth Management
2021 - 2022 (1 year)
Health Beacon
2019 - 2019 (1 year)
Massachusetts Futsal League
2018 - 2019 (1 year)
Lexington Christian Academy
2018 - 2018 (1 year)
Boston University
2017 - 2021 (4 years)
University of Arizona
2017 - 2017 (1 year)
Boston Sports Club
2017 - 2017 (1 year)
Massachusetts Futsal League
2016 - 2017 (1 year)
Youville Place
2016 - 2017 (1 year)
Orange Leaf Frozen Yogurt
2016 - 2016 (1 year)
Lexington Public Schools
2011 - 2017 (6 years)
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Is active or affiliated with:
Broker-dealer / trader
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Trust company
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Fund sponsor
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
CFA®, Series 65
Cambridge, MA
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Series 65
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Series 63, Series 65
Reading, MA
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CFA®, Series 63
Boston, MA
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