Profiel
Stephen Armfield Curley served as the Chief Investment Officer & Principal at Water Oak Advisors LLC from 2008 to 2020.
Prior to that, he worked as a Portfolio Manager at CNLBancshares, Inc. in 1998.
In 2020, he became the Vice President & Director of Investment Strategy at Eaton Vance WaterOak Advisors.
Mr. Curley holds an MBA from the University of Central Florida, which he received in 2007, and an undergraduate degree from the University of North Florida, which he received in 2003.
Eerdere bekende functies van Steve Curley
| 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 | 01-07-2021 |
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. | Chief Investment Officer | 26-10-2020 |
| CNLBancshares, Inc. | Corporate Officer/Principal | 31-01-1998 |
Opleiding van Steve Curley
| University of Central Florida | Masters Business Admin |
| University of North Florida | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
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 |
| CNLBancshares, Inc. | 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 |
