Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Steve Curley | M | - |
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.
Water Oak Advisors LLC
 Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments. | 13 Jahre |
| Clarke Lemons | M | - |
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.
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments. | 25 Jahre |
| Jeff Lin | M | - |
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments.
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. | 7 Jahre |
| Jeff Scanga | M | - |
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments.
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. | 11 Jahre |
| Casey Daniel Johnson | M | - |
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments. | 1 Jahre |
| Christopher Butts | M | - |
Stonehill College, Inc.
| 5 Jahre |
| Daryl J. Carlough | M | 52 |
Stonehill College, Inc.
| 4 Jahre |
| Sean Michael Corry Serrell | M | - |
Fidelity Investments (New York)
| 7 Jahre |
| Ryan Hartung | M | - |
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. | 2 Jahre |
| Rebecca Renee Pouliot | F | - |
Stonehill College, Inc.
| 4 Jahre |
| Mark Buccigross | M | - |
Stonehill College, Inc.
| 4 Jahre |
| Jack Walsh | M | - |
Fidelity Investments (New York)
| 1 Jahre |
| Erin O’Boyle | F | - |
Stonehill College, Inc.
| 4 Jahre |
| Greg Nehro | M | - |
Fidelity Investments (New York)
| 1 Jahre |
| Brendan Reidy | M | 46 |
Stonehill College, Inc.
| 4 Jahre |
| Kevin Collupy | M | - |
Fidelity Investments (New York)
| - |
| Christopher Covell | M | - |
Fidelity Investments (New York)
| 2 Jahre |
| Chris Chapman | M | - |
Stonehill College, Inc.
| 4 Jahre |
| Brando Lewis Reyna | M | - |
Fidelity Investments (New York)
| 1 Jahre |
| Paul Hersey Rogers | M | - |
Fidelity Investments (New York)
| 2 Jahre |
| Tim Furbush | M | - |
Stonehill College, Inc.
| 4 Jahre |
| Michael Gallant | M | - |
Fidelity Investments (New York)
| 2 Jahre |
| Sokrates D. Constantinou | M | 49 |
Stonehill College, Inc.
| 4 Jahre |
| Gino J. di Sciullo | M | - |
Stonehill College, Inc.
| 4 Jahre |
| Dean R. O'Keefe | M | - |
Stonehill College, Inc.
| 4 Jahre |
| David J. O'Leary | M | - |
Fidelity Investments (New York)
| 2 Jahre |
| Dan Farley | M | - |
Stonehill College, Inc.
| 4 Jahre |
| Jay Alan Schlott | M | - |
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. | 16 Jahre |
| Michael Fondo | M | - |
Fidelity Investments (New York)
| 9 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 29 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
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- Insiders
- Scott Joseph Macaione
- Persönliches Netzwerk
