Judi Cranna

Ms. Judith A.
Cranna, CFA MBA, is a Vice President & Wealth Advisor at Eaton Vance WaterOak Advisors.
She is responsible for the investment management and client service of individuals, families and foundations.
Her focus is on customizing client portfolios to integrate the investment strategy with the tax planning.
She also works with her clients in coordinating their investments with their financial and estate plans.
She has over 25 years of experience in the business and investment management fields.
Prior to joining the firm, Ms. Cranna was a Senior Vice President and Senior Portfolio Manager in the Private Asset Management group of U.S Trust, N.A.
and had been with U.S.
Trust or its predecessor, State Street Global Advisors, since 1987.
Prior to joining State Street, she held positions at a small venture capital firm, a real estate syndication firm and a private equity partnership.
She received her undergraduate degree from Skidmore College and an MBA from Simmons University.
She is a member of the CFA Institute, the Boston Security Analysts Society and the Boston Estate Planning Council