Cecilia J. O'Keefe
Portfolio Manager-Fixed Income bei Eaton Vance WaterOak Advisors
Profil
Cecilia J.
O'Keefe is currently a Vice President & Wealth Advisor at Eaton Vance WaterOak Advisors.
Prior to this, she worked as a Principal at Chase Manhattan Bank USA NA and Shawmut Bank, NA.
She also worked as a Portfolio Manager at Gardner & Preston Moss, Inc. from 1983 to 1992.
O'Keefe received her undergraduate degree from Mount Holyoke College in 1973 and her MBA from Northeastern University in 1978.
Aktive Positionen von Cecilia J. O'Keefe
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Fixed Income | - |
Ehemalige bekannte Positionen von Cecilia J. O'Keefe
| Unternehmen | Position | Ende |
|---|---|---|
| Gardner & Preston Moss, Inc. | Corporate Officer/Principal | 31.12.1992 |
| Chase Manhattan Bank USA NA | Corporate Officer/Principal | - |
| Shawmut Bank, NA (Boston, Massachusetts) | Corporate Officer/Principal | - |
Ausbildung von Cecilia J. O'Keefe
| Mount Holyoke College | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
| Chase Manhattan Bank USA NA | Finance |
| Shawmut Bank, NA (Boston, Massachusetts) | 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 |
| Gardner & Preston Moss, Inc. |
