Profil
Ms. Deborah W.
Moses, CFA MBA, is Vice President at Eaton Vance Investment Counsel.
Ms. Moses is responsible for the investment management of private accounts.
She joined Eaton Vance in July 2004 and has over 28 years of experience in the investment business.
Prior to joining Eaton Vance Investment Counsel, she was the Managing Director of Scudder Private Investment Counsel.
She began her investment management career as a Research Analyst for five years at Sun Life of Canada.
She received her undergraduate degree from Goucher College and an MBA from Babson College.
She is also a Certified Investment Counselor.
Anciens postes connus de Debbie Moses
| Sociétés | Poste | Fin |
|---|---|---|
| Scudder Private Investment Counsel /Boston Operations/ | Corporate Officer/Principal | 31/12/2003 |
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Debbie Moses
| Babson College | Masters Business Admin |
| Goucher College | Undergraduate Degree |
Expériences
Fonctions occupées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Scudder Private Investment Counsel /Boston Operations/ | Finance |
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 |
