Cecilia J. O'Keefe

Portfolio Manager-Fixed Income presso Eaton Vance WaterOak Advisors

Finance

Consumer Services

Profilo

Cecilia J.
O'Keefe is currently a Vice President & Wealth Advisor at Eaton Vance WaterOak Advisors.
Prior to this, she worked as a Principal at Chase Manhattan Bank USA NA and Shawmut Bank, NA.
She also worked as a Portfolio Manager at Gardner & Preston Moss, Inc. from 1983 to 1992.
O'Keefe received her undergraduate degree from Mount Holyoke College in 1973 and her MBA from Northeastern University in 1978.

Posizioni attive di Cecilia J. O'Keefe

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.	Portfolio Manager-Fixed Income	-

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Precedenti posizioni note di Cecilia J. O'Keefe

Società	Posizione	Fine
Gardner & Preston Moss, Inc.	Corporate Officer/Principal	31/12/1992
Chase Manhattan Bank USA NA	Corporate Officer/Principal	-
Shawmut Bank, NA (Boston, Massachusetts)	Corporate Officer/Principal	-

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Formazione di Cecilia J. O'Keefe

Mount Holyoke College	Undergraduate Degree
Northeastern University	Masters Business Admin

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Società collegate

Aziende private	4
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
Gardner & Preston Moss, Inc.
Shawmut Bank, NA (Boston, Massachusetts)	Finance
Chase Manhattan Bank USA NA	Finance

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Cecilia J. O'Keefe