Profile
Ms. Jennifer A.
Eustance, CFA, is a Vice President & Portfolio Strategist at Eaton Vance WaterOak Advisors.
She is a member of the firm’s Investment Team with a focus on portfolio construction and implementation of the firm’s strategies in client portfolios
Prior to joining Eaton Vance, Jen worked at Boston Financial Management as a Portfolio Strategist and led its efforts to centralize the firm’s trading and implementation processes.
She also chaired the firm’s ETF Committee and was a member of the Investment Policy Committee.
She is a member of the CFA Institute and the CFA Society of Boston.
Former positions of Jen Eustance
| Companies | Position | 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. | Market Strategist | 2022-09-30 |
Emerson Investment Management LLC
 Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Analyst-Equity | 2016-05-12 |
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. | Market Strategist | - |
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. | Corporate Officer/Principal | - |
Training of Jen Eustance
| Boston College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Finance |
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. | Commercial Services |
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. | 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 |
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