Historial de carrera de Jay Alan Schlott
Antiguos cargos conocidos de Jay Alan Schlott.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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. | Gestor de Cartera-Acciones | 01/08/2005 | 01/07/2021 |
| Weston Asset Management, Inc. | Analyst-Equity | 01/08/1989 | 30/07/2005 |
| Director de Inversiones | 01/08/1989 | 30/07/2005 | |
| Gestor de Cartera-Acciones | 01/08/1989 | 30/07/2005 | |
| Presidente | 01/08/1989 | 30/07/2005 |
Formación de Jay Alan Schlott.
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Chief Investment Officer | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
| Weston Asset Management, 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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