Profil
Ms. Judith A.
Cranna, CFA MBA, is a Vice President & Wealth Advisor at Eaton Vance WaterOak Advisors.
She is responsible for the investment management and client service of individuals, families and foundations.
Her focus is on customizing client portfolios to integrate the investment strategy with the tax planning.
She also works with her clients in coordinating their investments with their financial and estate plans.
She has over 25 years of experience in the business and investment management fields.
Prior to joining the firm, Ms. Cranna was a Senior Vice President and Senior Portfolio Manager in the Private Asset Management group of U.S Trust, N.A.
and had been with U.S.
Trust or its predecessor, State Street Global Advisors, since 1987.
Prior to joining State Street, she held positions at a small venture capital firm, a real estate syndication firm and a private equity partnership.
She received her undergraduate degree from Skidmore College and an MBA from Simmons University.
She is a member of the CFA Institute, the Boston Security Analysts Society and the Boston Estate Planning Council
Anciens postes connus de Judi Cranna
| 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 | 01/10/2022 |
US Trust (Private Equity)
 US Trust (Private Equity) Investment ManagersFinance US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York. | Corporate Officer/Principal | - |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Corporate Officer/Principal | - |
Formation de Judi Cranna
| Skidmore College | Undergraduate Degree |
| Simmons University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
US Trust (Private Equity)
US Trust (Private Equity) Investment ManagersFinance US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York. | Finance |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |