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Profil
Mr. Scott J.
Macaione is a Vice President & Director of Advisory Services at Eaton Vance WaterOak Advisors.
He specializes in the development and implementation of advanced planning and investment management solutions for institutional and private wealth clients.
He oversees a team of Wealth Advisors based in the firm’s Winter Park, FL office and works with a select group of institutional and individual clients.
He has over 20 years of experience in the industry.
Mr. Macaione joined the firm following its acquisition of WaterOak Advisors where he was Principal and Head of Advisory Services.
Prior to WaterOak, he served as a Vice President for Fidelity Investments providing branch sales team leadership and investment guidance to client relationships with accumulated total assets in excess of $1 Billion.
He received his undergraduate degree from Stonehill College, Inc..
He is a Mentor in the CFP Board Mentor Program.
He is also a Board Member, as well as VP Finance, Current Finance Committee Chair for The Foundation for Seminole County Public Schools, and a Committee Member of Coffee and Conversation Events for Leadership Seminole.
Tidigare kända positioner av Scott Joseph Macaione
| Företag | Position | Slut |
|---|---|---|
Eaton Vance WaterOak Advisors
 Eaton Vance WaterOak Advisors Investment ManagersFinance WaterOak provides customized investment advice to meet the needs of individual clients through a variety of investment strategies, including equity, income, mixed-asset, and alternative strategies. The firm generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity, debt instruments, real assets and currencies judged by WaterOak to have unrecognized value or investment potential. | Portföljförvaltare-Aktier | 2022-05-24 |
Water Oak Advisors LLC
 Water Oak Advisors LLC Investment ManagersFinance Water Oak Advisors (WOA) services involve the development of dynamic asset allocation strategies that are implemented using exclusive, institutionally priced funds. The firm's asset allocation process involves the development of model portfolios based on each specific client’s time frame, required rate of return and personal tolerance or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA utilizes a factor-based approach formulated on academic-based evidence. A factor-based approach utilizes time-tested principles based on academic risk factors such as the market, size (small vs. large stocks), style (value vs. growth), momentum, profitability, term/credit factors (fixed income), as well as alternative investments, including alternative asset classes (exotic beta) and alternative strategies (hedge fund beta). From time to time, WOA utilizes outside consultants to assist the investment committee with timely market research, as well as mean variance optimization and historical studies to ensure that our models reflect the impact of correlation, volatility (realized volatility) and friction, as well as being consistent with the expectations with their client’s risk objective. or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA's Tactical Portfolios seek to outperform broad equity market indices utilizing tactical asset allocation. Adjustments are actively made to the portfolio based on a combination of quantitative indicators. ^ | Medlem av Investeringskommittén | 2020-10-26 |
Fidelity Investments (New York)
 Fidelity Investments (New York) Investment ManagersFinance Provides financial advisory, retirement planning, securities trading and wealth management services | Företagsledare/Principal | - |
Dean Witter
 Dean Witter Investment ManagersFinance Investment management | Företagsledare/Principal | - |
Scott Joseph Macaiones utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
33
Första gradens relationer
5
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 5 |
|---|---|
Dean Witter
Dean Witter Investment ManagersFinance Investment management | Finance |
Stonehill College, Inc.
 Stonehill College, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance WaterOak provides customized investment advice to meet the needs of individual clients through a variety of investment strategies, including equity, income, mixed-asset, and alternative strategies. The firm generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity, debt instruments, real assets and currencies judged by WaterOak to have unrecognized value or investment potential. | Finance |
Fidelity Investments (New York)
Fidelity Investments (New York) Investment ManagersFinance Provides financial advisory, retirement planning, securities trading and wealth management services | Finance |
Water Oak Advisors LLC
Water Oak Advisors LLC Investment ManagersFinance Water Oak Advisors (WOA) services involve the development of dynamic asset allocation strategies that are implemented using exclusive, institutionally priced funds. The firm's asset allocation process involves the development of model portfolios based on each specific client’s time frame, required rate of return and personal tolerance or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA utilizes a factor-based approach formulated on academic-based evidence. A factor-based approach utilizes time-tested principles based on academic risk factors such as the market, size (small vs. large stocks), style (value vs. growth), momentum, profitability, term/credit factors (fixed income), as well as alternative investments, including alternative asset classes (exotic beta) and alternative strategies (hedge fund beta). From time to time, WOA utilizes outside consultants to assist the investment committee with timely market research, as well as mean variance optimization and historical studies to ensure that our models reflect the impact of correlation, volatility (realized volatility) and friction, as well as being consistent with the expectations with their client’s risk objective. or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA's Tactical Portfolios seek to outperform broad equity market indices utilizing tactical asset allocation. Adjustments are actively made to the portfolio based on a combination of quantitative indicators. ^ | Finance |
