Profiel
Mr. Scott J.
Macaione is a Vice President & Director of Advisory Services at Eaton Vance WaterOak Advisors.
He specializes in the development and implementation of advanced planning and investment management solutions for institutional and private wealth clients.
He oversees a team of Wealth Advisors based in the firm’s Winter Park, FL office and works with a select group of institutional and individual clients.
He has over 20 years of experience in the industry.
Mr. Macaione joined the firm following its acquisition of WaterOak Advisors where he was Principal and Head of Advisory Services.
Prior to WaterOak, he served as a Vice President for Fidelity Investments providing branch sales team leadership and investment guidance to client relationships with accumulated total assets in excess of $1 Billion.
He received his undergraduate degree from Stonehill College, Inc..
He is a Mentor in the CFP Board Mentor Program.
He is also a Board Member, as well as VP Finance, Current Finance Committee Chair for The Foundation for Seminole County Public Schools, and a Committee Member of Coffee and Conversation Events for Leadership Seminole.
Eerdere bekende functies van Scott Joseph Macaione
Bedrijven | Functie | Einde |
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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 | 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. | Lid van de Investeringscommissie | 26-10-2020 |
Fidelity Investments (New York) | Corporate Officer/Principal | - |
Dean Witter | Corporate Officer/Principal | - |
Opleiding van Scott Joseph Macaione
Stonehill College, Inc. | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 4 |
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Dean Witter | Finance |
Fidelity Investments (New York) | |
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 |