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Storia della carriera di Len Dolan
Precedenti posizioni note di Len Dolan
Società | Posizione | Inizio | Fine |
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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. | Gestore di Portafoglio-Azioni | 01/08/2004 | 01/10/2022 |
Scudder Private Investment Counsel /Boston Operations/ | Corporate Officer/Principal | 31/12/2003 | 31/12/2003 |
Formazione di Len Dolan
University of Massachusetts | Undergraduate Degree |
Boston University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Israele | 2 |
Posizioni
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Settori
Finance | 3 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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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 |
Scudder Private Investment Counsel /Boston Operations/ | Finance |
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