Profiel
Prior to joining Eaton Vance Investment in June 2003, Mr. Willauer was a Portfolio Manager and Financial Planner with Hale and Dorr Capital Management and PNC Financial Advisors.
He also spent a number of years as a Senior Financial Analyst with MasterCard International, producing several high-visibility programs geared to help member banks.
In addition, he worked with large financial institutions to help them develop strategies to attract more assets.
Prior to joining MasterCard, Mr. Willauer spent several years as a Financial Analyst and Acting Controller for a commercial bank.
Mr. Willauer holds an M.B.A., magna cum laude, from Boston University and a B.S., cum laude, in Business Administration from American University.
He holds the Chartered Financial Analyst designation and is a Certified Financial Planner “practitioner.” He is a member of the Boston Security Analysts Society and the CFA Institute.
Eerdere bekende functies van Skip R. Willauer
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 31-07-2011 |
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. | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Silver Bridge Capital Management LLC
 Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Corporate Officer/Principal | - |
Opleiding van Skip R. Willauer
| Boston University | Masters Business Admin |
| American University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
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 |
Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Finance |
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. | Finance |
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. | Finance |
