Profil
Jay Alan Schlott served as the President of Weston Asset Management, Inc. from 1989 to 2005.
He then worked as the Vice President of Eaton Vance WaterOak Advisors from 2005 to 2021.
Schlott holds an MBA from The Trustees of Columbia University in The City of New York, which he received in 1969.
He also holds an undergraduate degree from The Wharton School of the University of Pennsylvania, which he received in 1967.
Anciens postes connus de Jay Alan Schlott
| Sociétés | Poste | 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. | Gestionnaire de Portefeuille-Actions | 01/07/2021 |
| Weston Asset Management, Inc. | President | 30/07/2005 |
Formation de Jay Alan Schlott
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Weston Asset Management, Inc. | 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 |