Source: The Business Journals: Orlando

WaterOak: Boston investment firm Eaton Vance to buy assets of Winter Park's WaterOak Advisors

WaterOak Advisors LLC, a local company that boasts one of the state's top-ranked wealth advisers, is expected to grow its reach as part of an asset acquisition deal with a large Boston investment advisory firm. Eaton Vance Investment Counsel - a wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV), one of the Boston area's largest public companies - on July 1 announced the signing of an agreement to buy the assets of Winter Park-based WaterOak Advisors. Financial terms of the transaction...

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Est. Annual Revenue
$100K-5.0M
Est. Employees
1-25
L Clarke Lemons's photo - President of WaterOak

President

L Clarke Lemons

CEO Approval Rating

90/100

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