Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Clarke Lemons | M | - |
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.
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. | 25 years |
| Jeff Scanga | M | - |
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.
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.
University of Central Florida
| 16 years |
| Jeff Lin | M | - |
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.
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. | 7 years |
| Casey Daniel Johnson | M | - |
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. | 1 years |
| Scott Joseph Macaione | M | - |
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.
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. | 11 years |
| David Anthony Guarino | M | - |
University of Central Florida
| 6 years |
| Keith Jensen | M | - |
University of Central Florida
| 2 years |
| Blaire Martin | F | - |
University of Central Florida
| 5 years |
| Adam W. Herbert | M | 80 |
University of North Florida
| 9 years |
| AJ Denham | M | - |
University of Central Florida
| 4 years |
| Frank Matthew Garcia | M | - |
University of Central Florida
| 4 years |
| Brian Jones | M | - |
University of Central Florida
| 4 years |
| Steven Bain | M | - |
University of Central Florida
| 4 years |
| Catherine S Berta | F | - |
University of Central Florida
| 3 years |
| Brandon Satoren | M | 36 |
University of Central Florida
| 4 years |
| Dan Brenner | M | - |
University of Central Florida
| 2 years |
| Michael Mas | M | 48 |
University of North Florida
| 4 years |
| Ashley Beal | F | - |
University of Central Florida
| 1 years |
| Ryan Hartung | M | - |
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. | 2 years |
| Jordan Nevo | M | - |
University of Central Florida
| 4 years |
| Juan C. Tagle | M | - |
University of Central Florida
| 5 years |
| Scott Mcalister | M | 43 |
University of North Florida
| 4 years |
| Santana Elizabeth | F | - |
University of Central Florida
| 4 years |
| Charles Staples | M | - |
University of Central Florida
| 4 years |
| Amanda Greenberg | F | - |
University of Central Florida
| 2 years |
| Hai Lin Zhao | F | 49 |
University of Central Florida
| 1 years |
| Ryan M. Schmitt | M | - |
University of North Florida
| 2 years |
| Neil V. Dufva | M | - |
University of Central Florida
| 4 years |
| Jon Dowdle | M | - |
University of Central Florida
| 4 years |
| Jay Alan Schlott | M | - |
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. | 16 years |
| Kevin Marasco | M | - |
University of North Florida
| 3 years |
| Jeffrey Ryan | M | - |
University of North Florida
| 4 years |
| Anne Provost | F | 59 |
University of Central Florida
| 2 years |
| Matt Kantrowitz | M | - |
University of Central Florida
| 2 years |
| Nicole Marie Peterson | F | - |
University of Central Florida
| 3 years |
| Vivorel B. Sareboune | M | 50 |
University of Central Florida
| 1 years |
| Viorel Boris Sareboune | M | 51 |
University of Central Florida
| 1 years |
| Jeff E. Farber | M | - |
University of North Florida
| 4 years |
| Katrina Cinca | F | - |
University of North Florida
| 1 years |
| Chadwick Ruby | M | 48 |
University of Central Florida
| 4 years |
| Brian K. Mashburn | M | - |
University of Central Florida
| 2 years |
| Brett C. Fingerhut | M | - |
University of Central Florida
| 4 years |
| Jonathan T. Pickel | M | - |
University of Central Florida
| 4 years |
| Randolph Pinna | M | 54 |
University of Central Florida
| 4 years |
| Henry L. Thorpe | M | - |
University of North Florida
| 4 years |
| Gavin Hall | M | - |
University of Central Florida
| 4 years |
| Addams England | M | - |
University of North Florida
| 2 years |
| David J. Shelton | M | - |
University of Central Florida
| 3 years |
| James C. Ginn | M | - |
University of Central Florida
| 3 years |
| Denny Mathew | M | - |
University of Central Florida
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 50 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Steve Curley
- Personal Network
