Anne Chaisiriwatanasai
Analyst-Equity chez Eaton Vance WaterOak Advisors
Provenance du réseau au premier degré de Anne Chaisiriwatanasai
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
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.
22
| Subsidiary | Investment Managers | 22 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Anne Chaisiriwatanasai via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
U.S. Trust Co. (New York)
 U.S. Trust Co. (New York) Investment ManagersFinance U.S. Trust Co. provides investment management and private banking services. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Baldwin Brothers LLC
 Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Investment Managers | Corporate Officer/Principal | |
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Investment Managers | Market Strategist | |
The Capital Group Cos., Inc.
 The Capital Group Cos., Inc. Investment ManagersFinance The Capital Group Cos., Inc. provides investment management services. The firm manages and underwrites mutual funds in the American Funds family group and provides other financial services. It serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
Longfellow Investment Management Co. LLC
 Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations. | Investment Managers | Analyst-Equity | |
The Bank of New York Mellon Trust Co. NA
 The Bank of New York Mellon Trust Co. NA Major BanksFinance A subsidiary of the Bank of New York (NYSE: BK), Bank of New York Trust Co. NA (BNY) manages trust portfolios for individual investors. They are headquartered in Los Angeles. | Major Banks | Corporate Officer/Principal | |
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Head-Equity Investments | |
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Investment Managers | Portfolio Manager-Equities | |
| Brown University | College/University | Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
WorldStreet Corp.
 WorldStreet Corp. Packaged SoftwareTechnology Services WorldStreet Corp. develops enterprise software applications. The American company was founded by Paul I. Walborsky. | Packaged Software | Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
EV Holdings, Inc.
 EV Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services EV Holdings, Inc. provides research and consulting services for the education industry. Its services include research and knowledge communities, consulting for colleges and universities and advising for business and non profits. The company was founded in 1993 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Commercial Bank (Alma, Michigan)
 Commercial Bank (Alma, Michigan) Regional BanksFinance Part of Commercial National Financial Corp. (Michigan), Commercial Bank (Alma, MI) is a banking and loan company. Commercial Bank is committed to providing banking and loan services, including home loans, business loans, and deposit accounts. Kevin D. Collison has been the CEO of the company since 1996. | Regional Banks | Corporate Officer/Principal | |
| Scudder Private Investment Counsel /Boston Operations/ | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree | |
| Florida State University | College/University | Undergraduate Degree | |
| Stonehill College, Inc. | College/University | Undergraduate Degree | |
| Rollins College (Florida) | College/University | Masters Business Admin Masters Business Admin | |
| Simmons University | College/University | Masters Business Admin | |
| Skidmore College | College/University | Undergraduate Degree | |
| University of Central Florida | College/University | Masters Business Admin Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree | |
| University of North Florida | College/University | Undergraduate Degree | |
| Wesleyan University | College/University | Undergraduate Degree | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
| Gardner & Preston Moss, Inc. | Portfolio Manager-Equities Corporate Officer/Principal | ||
Citibank, Inc. (New York)
 Citibank, Inc. (New York) Major BanksFinance Part of Citigroup, Inc., Citibank, Inc. is a commercial bank based in New York, NY. Citibank, Inc. provides commercial banking services. Michael Louis Corbat has been the CEO of the company since 2020. | Major Banks | Corporate Officer/Principal | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
US Trust (Private Equity)
 US Trust (Private Equity) Investment ManagersFinance US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
| NextShares Solutions LLC | Corporate Officer/Principal | ||
| Crummer Graduate School of Business | College/University | Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| Fidelity Investments (New York) | Corporate Officer/Principal | ||
| Middlesex School | College/University | Treasurer | |
Mastercard International, Inc.
 Mastercard International, Inc. Regional BanksFinance Mastercard International, Inc. provides credit card services. It provides access to round-trip bill payment and presentment for industry providers. The company was founded in 1969 and is headquartered in Purchase, NY. | Regional Banks | Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 48 |
| Israël | 2 |
Sectorielle
| Finance | 24 |
| Consumer Services | 20 |
| Commercial Services | 3 |
| Technology Services | 2 |
Opérationnelle
| Portfolio Manager-Equities | 35 |
| Corporate Officer/Principal | 34 |
| Undergraduate Degree | 22 |
| Masters Business Admin | 14 |
| Analyst-Equity | 10 |
Relations les plus connectées
| Insiders | |
|---|---|
| Alec Macmillan | 12 |
| Tim Kierstead | 7 |
| Dutch Treat | 7 |
| Steve Kistner | 7 |
| Cecilia J. O'Keefe | 6 |
| Matt Morse | 6 |
| Skip R. Willauer | 6 |
| Sam Perry | 6 |
| Duke Laflamme | 5 |
| Jen Eustance | 5 |
| Judi Cranna | 5 |
| Scott Joseph Macaione | 5 |
| Steve Curley | 5 |
| Jeff Scanga | 5 |
| Len Dolan | 4 |
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