Cecilia J. O'Keefe
Portfolio Manager-Fixed Income at Eaton Vance WaterOak Advisors
Cecilia J. O'Keefe active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - | - |
Career history of Cecilia J. O'Keefe
Former positions of Cecilia J. O'Keefe
| Companies | Position | Start | End |
|---|---|---|---|
| Gardner & Preston Moss, Inc. | Corporate Officer/Principal | 30/12/1992 | 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 |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Fixed Income | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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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