Pathstone Announces The Acquisition Of Wateroak'S Investment Advisory And Wealth Management Business
Pathstone Announces The Acquisition Of Wateroak'S Investment Advisory And Wealth Management Business
03/31/22, 11:18 AM
Location
Industry
real estate
Pathstone, an independently operated, partner-owned advisory firm offering comprehensive customized investment advice and family office services for families, family offices, and foundations and endowments, today announced it entered into an agreement to acquire certain assets of Eaton Vance WaterOak Advisors ("WaterOak")*. WaterOak, based in Winter Park, Florida, provides institutional and private wealth clients with custom investment solutions that leverage WaterOak's thoughtful, technology-driven approach.
Company Info
Location
Englewood, New Jersey, United States
Company info
Pathstone is an independently operated, partner-owned advisory firm offering comprehensive family office services and customized investment advice for families, family offices, and foundations and endowments. Pathstone is institutionally backed by Lovell Minnick Partners.