Bill A. Flemer

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.

Formerly Beacon Fiduciary Advisors, Inc., Bank of New York Co. NA (BNY) is a registered investment advisor that manages assets for high net worth individuals. Located in Chestnut Hill, Massachusetts, the firm was acquired by The Bank of New York Company, Inc. (NYSE: BK) in 2002.