Historique de carrière de Jay Alan Schlott
Anciens postes connus de Jay Alan Schlott
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/08/2005 | 01/07/2021 |
| Weston Asset Management, Inc. | Analyst-Equity | 01/08/1989 | 30/07/2005 |
| Directeur en chef des Investissements | 01/08/1989 | 30/07/2005 | |
| Gestionnaire de Portefeuille-Actions | 01/08/1989 | 30/07/2005 | |
| President | 01/08/1989 | 30/07/2005 |
Formation de 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 |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Chief Investment Officer | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Weston Asset Management, 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 |
- Bourse
- Insiders
- Jay Alan Schlott
- Expérience
