Loopbaan van Jay Alan Schlott
Eerdere bekende functies van Jay Alan Schlott
Bedrijven | Functie | Begin | 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 | 01-08-2005 | 01-07-2021 |
Weston Asset Management, Inc. | Analyst-Equity | 01-08-1989 | 30-07-2005 |
Chief Investment Officer | 01-08-1989 | 30-07-2005 | |
Portefeuillebeheerder-Aandelen | 01-08-1989 | 30-07-2005 | |
President | 01-08-1989 | 30-07-2005 |
Opleiding van 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 |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
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 |
Weston Asset Management, Inc. | Finance |
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