
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Hunter Starkey | - | 2022 | bây giờ |
Tiểu sử | Hunter Starkey, currently in his role as a Senior Associate at Pathstone Family Office, serves as one of the primary traders for the strategy. He has been with the prior investment adviser Eaton Vance Water Oak Advisors (“EVWOA”) since June 2021. Prior to joining EVWOA, Mr Starkey served as a tax preparer and junior accountant at HMS Certified Public Accounts from 2016 to 2018 and from 2018 to 2021 was a Wealth Management Associate at Trivergent Trust Company. Mr Starkey graduated in May 2015 with a B.A. in Finance from the University of Miami. | ||
Jeffrey L. Scanga | Analyst | 2012 | bây giờ |
Tiểu sử | Jeffrey L. Scanga, CIPM, currently in his role as a Senior Portfolio Manager at Water Oak Advisors, Jeffrey L. Scanga serves as one of the primary traders for the strategy. He has been with Water Oak Advisors since October 2011. His educational background consists of a MBA from Rollins College and a B.S. in Finance from University of Central Florida. Mr. Scanga holds the Certificate in Investment Performance Measurement™ designation | ||
Duke E. Laflamme | Vice President | 2020 | 2022 |
Tiểu sử | Laflamme has been a fixed-income analyst and a portfolio manager at Eaton Vance since 2001, and has been a Vice President of Eaton Vance and BMR since 2001. | ||
Casey Johnson | Senior Portfolio Manager | 2019 | 2021 |
Tiểu sử | Casey Johnson, currently in his role as a Senior Portfolio Manager at Water Oak Advisors, Casey Johnson serves as one of the primary traders for the strategy. He has been with Water Oak Advisors since May 2019. Prior to joining Water Oak Advisors, Mr. Johnson was the Director of Research at DePrince, Race & Zollo, an institutional asset management firm located in Winter Park, Florida. During his 15 years at the firm, Mr. Johnson was responsible for conducting fundamental research with a focus on value strategies in both Developed and Emerging Markets. His educational background consists of a MBA from Rollins College and a B.A. in Economics from the University of Notre Dame. | ||
Jeff Lin | Portfolio Manager | 2014 | 2021 |
Tiểu sử | Jeff Lin, CFA, currently in his role as a Portfolio Manager at Water Oak Advisors, Jeff Lin serves as one of the primary traders for the strategy. He has been with Water Oak Advisors since March 2014. Previously, Jeff served as a Senior Analyst within BNY Mellon’s Institutional Asset Servicing Group from February 2011 until March 2014. His educational background consists of a MBA from Rollins College, and a B.A. in Business Administration from the University of Florida. Mr. Lin holds the CHARTERED FINANCIAL ANALYST® designation. | ||
Stephen A. Curley | Director | 2012 | 2021 |
Tiểu sử | Stephen A. Curley, CFA, CFP®, currently in his role as a Chief Investment Officer and Principal at Water Oak Advisors, Stephen A. Curley serves as a Senior Advisor and helps provide broad based leadership to the firm. He has been with Water Oak Advisors since February 2008. His educational background consists of a MBA from University of Central Florida and a B.A. in Finance from University of North Florida. Mr. Curley holds the CHARTERED FINANCIAL ANALYST® designation and is a CERTIFIED FINANCIAL PLANNER™. | ||
Scott J. Macaione | Director | 2012 | 2021 |
Tiểu sử | Scott J. Macaione, CFP®, currently in his role as a Head of Advisory Services and Principal at Water Oak Advisors, Scott J. Macaione serves as a Senior Advisor and helps provide broad based leadership to the firm. He has been with Water Oak Advisors since May 2011. His educational background consists of a B.S. in Finance from Stonehill College. Mr. Macaione is a CERTIFIED FINANCIAL PLANNER™. | ||
L. Clarke Lemons | Founder, President | 2012 | 2018 |
Tiểu sử | L. Clarke Lemons, as Founder and President, Principal of Water Oak Advisors, L. Clarke Lemons provides overall leadership and direction to the firm. Prior to founding the firm in 1996, he served as a portfolio manager, managing money for a large independent advisor located in Florida. Mr. Lemons has a MBA from Rollins College, and a B.A. in History from Florida State University. | ||
Christopher H. Hylen | President | 2012 | 2013 |
Tiểu sử | Christopher H. Hylen brings nearly two decades of investment experience to Water Oak Advisors. He currently serves as the President of the firm’s Naples office. His educational background consists of a MBA from Rollins College and a B.A. in Business from James Madison University. Mr. Hylen holds the Series 65 license and is a long-time CERTIFIED FINANCIAL PLANNER™. |
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