Profiel
Ms. Susan R.
Martland is Vice President at Eaton Vance Investment Counsel.
Ms. Martland is primarily responsible for the portfolio management and client service of private accounts and foundations.
Prior to joining Eaton Vance Investment Counsel in July 2004, she worked at Scudder Private Investment Counsel for 22 years and previously at Loomis, Sayles and Company, L.P.
for 10 years.
She received her undergraduate degree from Smith College and an MBA from Boston University.
Eerdere bekende functies van Susan Roach Martland
| Bedrijven | Functie | Einde |
|---|---|---|
| Scudder Private Investment Counsel /Boston Operations/ | Corporate Officer/Principal | 31-12-2003 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Corporate Officer/Principal | 31-12-1980 |
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 | - |
Opleiding van Susan Roach Martland
| Smith College | Undergraduate Degree |
| Boston University | Masters Business Admin |
Ervaring
Beklede functies
Actief
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Beursgenoteerde bedrijven
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| Bedrijven in privébezit | 3 |
|---|---|
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 |
| Scudder Private Investment Counsel /Boston Operations/ | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
