Karriereverlauf von Steve Curley
Ehemalige bekannte Positionen von Steve Curley
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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-Aktien | 26.10.2020 | 01.07.2021 |
| Marktstratege | 26.10.2020 | 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 | 01.02.2008 | 26.10.2020 |
| Mitglied des Investmentausschusses | 01.02.2008 | 26.10.2020 | |
| Portfolio Manager-Aktien | 01.02.2008 | 26.10.2020 | |
| Leiter des Privatbankwesens | 01.02.2008 | 26.10.2020 | |
| CNLBancshares, Inc. | Corporate Officer/Principal | 31.01.1998 | 31.01.1998 |
Ausbildung von Steve Curley
| University of Central Florida | Masters Business Admin |
| University of North Florida | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 6 |
Operativ
| Portfolio Manager-Equities | 2 |
| Masters Business Admin | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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 |
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