Cecilia J. O'Keefe
Portfolio Manager-Fixed Income at Eaton Vance WaterOak Advisors
Profile
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.
Cecilia J. O'Keefe active positions
| Companies | Position | Start |
|---|---|---|
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 | - |
Former positions of Cecilia J. O'Keefe
| Companies | Position | End |
|---|---|---|
| Gardner & Preston Moss, Inc. | Corporate Officer/Principal | 30/12/1992 |
| Chase Manhattan Bank USA NA | Corporate Officer/Principal | - |
| Shawmut Bank, NA (Boston, Massachusetts) | Corporate Officer/Principal | - |
Training of Cecilia J. O'Keefe
| Mount Holyoke College | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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. | |
| Shawmut Bank, NA (Boston, Massachusetts) | Finance |
| Chase Manhattan Bank USA NA | Finance |
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