Profiel
Mr. Robert C.
Quinn, CFA, is a Vice President & Wealth Advisor at Eaton Vance WaterOak Advisors.
He is responsible for managing assets of individuals, endowments and foundations and has over 25 years experience in the investment management industry.
Prior to joining the firm in 2010, Mr. Quinn was a Senior Vice President, Senior Portfolio Manager with Boston Private Bank and Trust Company and chaired the bank’s Dividend Growth Investment Committee.
He was also Director of Equity Research where he oversaw the Bank’s thematic research efforts.
Previously he served as a trustee at the Woodward School.
He received his undergraduate degree from Norwich University and a graduate degree from Lesley University.
He is a member of the Boston Security Analyst Society and Trustee of two non-profit investment committees: Carrabassett Valley Academy and the Masonic Education and Charity Trust.
Eerdere bekende functies van Bob Quinn
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-10-2022 |
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Bob Quinn
| Norwich University | Undergraduate Degree |
| Lesley University | Graduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | 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 |
