Career history of Jay Alan Schlott
Former positions of Jay Alan Schlott
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2005-07-31 | 2021-06-30 |
| Weston Asset Management, Inc. | Analyst-Equity | 1989-07-31 | 2005-07-29 |
| Chief Investment Officer | 1989-07-31 | 2005-07-29 | |
| Portfolio Manager-Equities | 1989-07-31 | 2005-07-29 | |
| President | 1989-07-31 | 2005-07-29 |
Training of Jay Alan Schlott
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
| Weston Asset Management, Inc. | Finance |
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- Jay Alan Schlott
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