Jeff Lin

Nessuna posizione attualmente

Consumer Services

Finance

Profilo

Pan Yen Lin worked as a Portfolio Manager at Water Oak Advisors LLC from 2014 to 2020, and as a Vice President & Portfolio Manager at Eaton Vance WaterOak Advisors in 2020-2021.
Lin holds an MBA from Rollins College (Florida) in 2006 and an undergraduate degree from the University of Florida in 2004.

Precedenti posizioni note di Jeff Lin

Società	Posizione	Fine
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	01/06/2021
Water Oak Advisors LLC Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments.	Investment Committee Member	26/10/2020

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Formazione di Jeff Lin

Rollins College (Florida)	Masters Business Admin
University of Florida	Undergraduate Degree

Esperienze
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Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	2
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
Water Oak Advisors LLC Water Oak Advisors LLC Investment ManagersFinance Founded in 1997, Water Oak Advisors LLC is a wealth management firm and registered investment advisor located in Winter Park, Florida. The firm provides investment management services to a select group of individuals, high net-worth individuals, investment companies, corporate pension and profit sharing plans, charitable institutions, foundation or endowments.	Finance