Cecilia J. O'Keefe
Portfolio Manager-Fixed Income chez Eaton Vance WaterOak Advisors
Postes actifs de Cecilia J. O'Keefe
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - | - |
Historique de carrière de Cecilia J. O'Keefe
Anciens postes connus de Cecilia J. O'Keefe
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - | - |
Formation de Cecilia J. O'Keefe
Mount Holyoke College | Undergraduate Degree |
Northeastern University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Corporate Officer/Principal | 3 |
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 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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