Profil
Ms. Anne Chaisiriwatanasai is a Vice President & Wealth Advisor at Eaton Vance WaterOak Advisors.
She as an investment advisor to individuals, multi-generational families and endowments, and is committed to long-term client relationships.
Understanding that no two investors are alike, she works closely with our in-house financial and estate planners to develop and implement personalized investment strategies for each client.
Her focus is engaging with young investors, and demonstrating how they can capitalize on early investing, prudent financial planning and saving for the future.
Prior to joining Pelican, Ms. Chaisiriwatanasai was a Research Analyst at The Brattle Group, an economic consulting firm in Boston.
As an analyst in their Energy and Finance practice areas, she worked on economic and financial models for clients ranging from utility companies to the Department of Justice.
Previously, she was a Research Analyst at Pelican Investment Management, which merged with EVIC in early 2011.
In addition to researching securities and evaluating portfolio performance, she served custodians.
Prior to joining Pelican, she was a Research Analyst at The Brattle Group, an economic consulting firm in Cambridge, Massachusetts.
As an analyst in their Energy and Finance practice areas, she worked on economic and financial models for clients ranging from utility companies to the Department of Justice.
She received her undergraduate degree from Northwestern University.
Postes actifs de Anne Chaisiriwatanasai
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/01/2011 |
Anciens postes connus de Anne Chaisiriwatanasai
| Sociétés | Poste | Fin |
|---|---|---|
Pelican Investment Management, Inc.
Pelican Investment Management, Inc. Investment ManagersFinance Alternative investment manager | Corporate Officer/Principal | 01/01/2011 |
The Brattle Group, Inc.
The Brattle Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides economic, regulatory and financial strategies | Corporate Officer/Principal | - |
Formation de Anne Chaisiriwatanasai
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
Pelican Investment Management, Inc.
Pelican Investment Management, Inc. Investment ManagersFinance Alternative investment manager | Finance |
The Brattle Group, Inc.
The Brattle Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides economic, regulatory and financial strategies | Commercial Services |
















