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Nicholas Di Lorenzo

About Nicholas Di Lorenzo

Nicholas S. Di Lorenzo (born 1987) serves as Secretary of Eaton Vance Enhanced Equity Income Fund (EOI) and has held this officer role since 2022; he is an officer across the Eaton Vance/Boston Management and Research (BMR) fund complex and previously was an associate (2012–2021) and counsel (2022) at Dechert LLP . Fund proxies state officers “will benefit from any advisory and/or administration fees paid by the Fund to Eaton Vance” and from their ownership of Morgan Stanley stock, reflecting compensation linkage to advisory economics rather than portfolio TSR or EBITDA metrics . As of April 29, 2025, the Trustees and executive officers of the Fund, individually and as a group, owned beneficially less than 1% of the Fund’s outstanding Common Shares .

Past Roles

OrganizationRoleYearsStrategic impact
Dechert LLPAssociate2012–2021Legal practice experience
Dechert LLPCounsel2022Legal practice experience

External Roles

OrganizationRoleYearsScope/Notes
Eaton Vance Enhanced Equity Income Fund (EOI)SecretarySince 2022Officer of 123 registered investment companies in 2025 proxy
Eaton Vance fund complex (multiple funds)Secretary2024Signed certificate as Secretary covering a broad list of Eaton Vance funds (resolutions adopted Aug 7, 2024)

Officer coverage across the Eaton Vance fund complex:

YearOfficer coverage languageFund complex sizeSource
2023Officer of 129 registered investment companies129 registered investment companies or series
2024Officer of 127 registered investment companies127 registered investment companies or series
2025Officer of 123 registered investment companies123 registered investment companies or series

Fixed Compensation

ComponentDisclosureSource
Officer remuneration sourceOfficers who are members of EVM’s organization receive remuneration for their services to the Fund out of the investment adviser fee; officers are not paid directly by the Fund
Advisory fee rateEVM advisory fee equals 1.00% of the Fund’s average daily gross assets, payable monthly
Advisory fee amount (latest semiannual)$4,121,903 for six months ended March 31, 2025
Administration feeEVM also serves as administrator but receives no compensation

Performance Compensation

MechanismDisclosureSource
Linkage to Fund economicsOfficers benefit from advisory/administration fees paid by the Fund to Eaton Vance, implying compensation alignment with advisory fee base (gross assets) rather than explicit TSR/EBITDA targets

Equity Ownership & Alignment

ItemValue/DetailAs ofSource
Initial beneficial ownership (Form 3)No securities beneficially ownedDec 14, 2022
Group ownershipTrustees and executive officers, individually and as a group, beneficially owned less than 1% of outstanding Common SharesApr 29, 2025

Employment Terms

TermDetailSource
Officer term lengthOfficers hold indefinite terms of office
Start date (EOI Secretary)2022
Corporate secretary duties evidencedSigned Notice of Annual Meeting as Secretary (May 22, 2025) and certified resolutions as Secretary for Eaton Vance funds (Oct 17, 2024)

Investment Implications

  • Role and remit: Di Lorenzo is a legal/governance-focused officer (Secretary), not an investment PM; filings show prior legal roles at Dechert and current multi-fund secretary responsibilities, indicating administrative oversight rather than direct performance levers on portfolio returns .
  • Pay-for-performance linkage: Officer compensation flows from EVM’s advisory fee (1.00% of average daily gross assets), aligning incentives with asset base and fund-level advisory economics instead of disclosed TSR/EBITDA targets; no fund-paid salary/bonus details are presented for officers .
  • Insider selling pressure: His initial Section 16 filing reported no beneficial ownership, suggesting no near-term selling overhang from this officer at that time; group officer/trustee ownership was <1% as of April 29, 2025 .
  • Tenure/retention: Officers serve indefinite terms, with no disclosed severance/change-of-control terms in fund filings, implying standard 1940 Act fund-officer governance rather than bespoke employment economics .
  • Compliance and governance: Section 16(a) filings were compliant based on fund review, and Di Lorenzo signs key governance documents as Secretary, underscoring a compliance-oriented function rather than trading signal relevance .