Jeff Scanga
Gestionnaire de Portefeuille-Actions chez Pathstone Family Office LLC
Profil
Mr. Jeffrey L.
Scanga is an Associate Director at Pathstone Family Office LLC.
Prior to joining Pathstone, he was an Assistant Vice President and Senior Portfolio Manager for WaterOak Advisors.
Before that, he functioned as a Senior Analyst within BNY Mellon’s Institutional Asset Servicing Group.
Mr. Scanga earned his BS from the University of Central Florida and a MBA from Rollins College.
He is a member of the CFA Institute and holds the Certificate in Investment Performance Management™ (CIPM®) designation.
Postes actifs de Jeff Scanga
| Sociétés | Poste | Début |
|---|---|---|
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Gestionnaire de Portefeuille-Actions | 01/05/2022 |
Anciens postes connus de Jeff Scanga
| 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. | Analyst-Equity | 24/05/2022 |
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. | Membre du Comité d'Investissement | 26/10/2020 |
Formation de Jeff Scanga
| University of Central Florida | Undergraduate Degree |
| Rollins College (Florida) | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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. | 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 |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
