Anne Chaisiriwatanasai
Analyst-Equity presso Eaton Vance WaterOak Advisors
Profilo
Ms. Anne Chaisiriwatanasai is a Vice President & Wealth Advisor at Eaton Vance WaterOak Advisors.
She as an investment advisor to individuals, multi-generational families and endowments, and is committed to long-term client relationships.
Understanding that no two investors are alike, she works closely with our in-house financial and estate planners to develop and implement personalized investment strategies for each client.
Her focus is engaging with young investors, and demonstrating how they can capitalize on early investing, prudent financial planning and saving for the future.
Prior to joining Pelican, Ms. Chaisiriwatanasai was a Research Analyst at The Brattle Group, an economic consulting firm in Boston.
As an analyst in their Energy and Finance practice areas, she worked on economic and financial models for clients ranging from utility companies to the Department of Justice.
Previously, she was a Research Analyst at Pelican Investment Management, which merged with EVIC in early 2011.
In addition to researching securities and evaluating portfolio performance, she served custodians.
Prior to joining Pelican, she was a Research Analyst at The Brattle Group, an economic consulting firm in Cambridge, Massachusetts.
As an analyst in their Energy and Finance practice areas, she worked on economic and financial models for clients ranging from utility companies to the Department of Justice.
She received her undergraduate degree from Northwestern University.
Posizioni attive di Anne Chaisiriwatanasai
Società | Posizione | Inizio |
---|---|---|
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. | Analyst-Equity | 01/01/2011 |
Precedenti posizioni note di Anne Chaisiriwatanasai
Società | Posizione | Fine |
---|---|---|
Pelican Investment Management, Inc.
Pelican Investment Management, Inc. Investment ManagersFinance Part of Morgan Stanley, Pelican Investment Management, Inc. is an alternative investment manager. The company is based in Boston, MA. The company was founded by Anthony D. Pell. Pelican Investment Management was acquired by Eaton Vance Corp., part of Morgan Stanley from March 01, 2021. | Corporate Officer/Principal | 01/01/2011 |
The Brattle Group, Inc.
The Brattle Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Brattle Group, Inc. is a consulting firm that provides economic, finance, and regulatory advice to corporations, law firms, and governments globally. The private company is based in Cambridge, MA and has subsidiaries in Spain, United Kingdom, Belgium, and the United States. The company's team of experts includes renowned academics and industry specialists, and they are known for their clear insights and credibility. | Corporate Officer/Principal | - |
Formazione di Anne Chaisiriwatanasai
Northwestern University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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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 |
Pelican Investment Management, Inc.
Pelican Investment Management, Inc. Investment ManagersFinance Part of Morgan Stanley, Pelican Investment Management, Inc. is an alternative investment manager. The company is based in Boston, MA. The company was founded by Anthony D. Pell. Pelican Investment Management was acquired by Eaton Vance Corp., part of Morgan Stanley from March 01, 2021. | Finance |
The Brattle Group, Inc.
The Brattle Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Brattle Group, Inc. is a consulting firm that provides economic, finance, and regulatory advice to corporations, law firms, and governments globally. The private company is based in Cambridge, MA and has subsidiaries in Spain, United Kingdom, Belgium, and the United States. The company's team of experts includes renowned academics and industry specialists, and they are known for their clear insights and credibility. | Commercial Services |
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