Richard E. Dahlberg has had a long and distinguished career in the investment business stretching over the last six decades. Starting at what is now Eaton Vance, he has also managed funds at several other firms, including Grantham, Mayo & Van Otterloo, Salomon Brothers, Pioneer Investment Management and Columbia Management. Previously, Mr. Dahlberg spent nearly 30 years at Massachusetts Financial Services, beginning as an analyst and rising to portfolio manager for several mutual funds. Dick most recently retired from the Columbia Management division of Ameriprise Financial.

Mr. Dahlberg earned a B.S. degree with honors from Northeastern University and an M.B.A. degree from the Wharton School at the University of Pennsylvania. He is a past president of the Boston Security Analysts Society, past director of the Financial Analysts Federation, and was head of the Northeast Ethics and Practices Committee for the FAF. Dick is a Chartered Financial Analyst.

Mr. Dahlberg has also been the Head of the Investment Committee of the MSPCC, a Director of the Woodlawn Cemetery, and a Director of the Boston Home. Dick is married and lives in Wellesley, MA.