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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 WaterOak provides customized investment advice to meet the needs of individual clients through a variety of investment strategies, including equity, income, mixed-asset, and alternative strategies. The firm generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity, debt instruments, real assets and currencies judged by WaterOak to have unrecognized value or investment potential. | Gestionnaire de Portefeuille-Actions | 01/10/2022 |
US Trust (Private Equity)
 US Trust (Private Equity) Investment ManagersFinance Bank of America PE invests in private and public companies located in the United States. The firm focuses on precious metals, commodities, agricultural land, timberland and natural resources sectors. It participates in LBO, growth, venture capital, restructuring, special situations, real estate and infrastructure transactions in the form of equity & debt. The firm also invests in funds. | Corporate Officer/Principal | - |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA FM utilizes several methods of investment analysis across a wide array of investment strategies when formulating investment advice or managing assets. The firm does not rely on one type of investment analysis over another and does not recommend one particular type of security. They seek to utilize the most prudent methods of investment analysis based upon certain characteristics of the investment strategy and the current market conditions, as applicable. | Corporate Officer/Principal | - |
Formation de Judi Cranna
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA FM utilizes several methods of investment analysis across a wide array of investment strategies when formulating investment advice or managing assets. The firm does not rely on one type of investment analysis over another and does not recommend one particular type of security. They seek to utilize the most prudent methods of investment analysis based upon certain characteristics of the investment strategy and the current market conditions, as applicable. | Finance |
Simmons University
 Simmons University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Skidmore College
 Skidmore College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Trust (Private Equity)
US Trust (Private Equity) Investment ManagersFinance Bank of America PE invests in private and public companies located in the United States. The firm focuses on precious metals, commodities, agricultural land, timberland and natural resources sectors. It participates in LBO, growth, venture capital, restructuring, special situations, real estate and infrastructure transactions in the form of equity & debt. The firm also invests in funds. | Finance |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance WaterOak provides customized investment advice to meet the needs of individual clients through a variety of investment strategies, including equity, income, mixed-asset, and alternative strategies. The firm generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity, debt instruments, real assets and currencies judged by WaterOak to have unrecognized value or investment potential. | Finance |
