Cecilia J. O'Keefe
Portfolio Manager-Fixed Income bei Eaton Vance WaterOak Advisors
Aktive Positionen von Cecilia J. O'Keefe
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Portfolio Manager-Fixed Income | - | - |
Karriereverlauf von Cecilia J. O'Keefe
Ehemalige bekannte Positionen von Cecilia J. O'Keefe
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Gardner & Preston Moss, Inc. | Corporate Officer/Principal | 31.12.1992 | 31.12.1992 |
Chase Manhattan Bank USA NA | Corporate Officer/Principal | - | - |
Shawmut Bank, NA (Boston, Massachusetts) | Corporate Officer/Principal | - | - |
Ausbildung von Cecilia J. O'Keefe
Mount Holyoke College | Undergraduate Degree |
Northeastern University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Corporate Officer/Principal | 3 |
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 4 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Finance |
Gardner & Preston Moss, Inc. | |
Shawmut Bank, NA (Boston, Massachusetts) | Finance |
Chase Manhattan Bank USA NA | Finance |
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