Debbie Moses

Finance

Consumer Services

Profile

Ms. Deborah W.
Moses, CFA MBA, is Vice President at Eaton Vance Investment Counsel.
Ms. Moses is responsible for the investment management of private accounts.
She joined Eaton Vance in July 2004 and has over 28 years of experience in the investment business.
Prior to joining Eaton Vance Investment Counsel, she was the Managing Director of Scudder Private Investment Counsel.
She began her investment management career as a Research Analyst for five years at Sun Life of Canada.
She received her undergraduate degree from Goucher College and an MBA from Babson College.
She is also a Certified Investment Counselor.

Former positions of Debbie Moses

Companies	Position	End
Scudder Private Investment Counsel /Boston Operations/	Corporate Officer/Principal	2003-12-30
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-Equities	-

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Training of Debbie Moses

Babson College	Masters Business Admin
Goucher College	Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Scudder Private Investment Counsel /Boston Operations/	Finance
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