# EATON VANCE WATEROAK ADVISORS

EATON VANCE WATEROAK ADVISORS of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 132047
- Type: SEC-registered investment adviser
- SEC file number: 801-63334
- Location: TWO INTERNATIONAL PLACE, BOSTON, MA, 02110
- Phone: 617-482-8260
- Latest filing: 2022-03-31
- Regulatory AUM: $14.6B
- Discretionary AUM: $13.7B
- Non-discretionary AUM: $869.3M
- Clients: 67
- Accounts: 5,607

## Officers, owners & control persons (50)

_Showing 25 of 50 people._

| Name | Role | Location |
| --- | --- | --- |
| RUSS CRAIG | TRUSTEE | MONROVIA, CA |
| WALSH JOHN E | HEAD OF EATON VANCE LEGAL | — |
| RICHARDSON ROSS WILLIAM | EXECUTIVE VICE PRESIDENT; TRUSTEE | — |
| WHELAN VINCENT JOSEPH | TRUSTEE | — |
| PELLETIER JOHN EDGAR | VICE PRESIDENT AND CHIEF LEGAL OFFICER | — |
| WITKOS MATTHEW JOSEPH | TRUSTEE | — |
| LEE STEPHEN THOMAS | TRUSTEE | — |
| STEIN DAVID MORRIS | TRUSTEE | — |
| LANGSTRAAT BRIAN DEAN | TRUSTEE | — |
| FAUST JR THOMAS E | CIO, EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT; TRUSTEE | — |
| HAWKES JAMES BENJAMIN | EXECUTIVE VICE PRESIDENT; TRUSTEE | — |
| WILLIAMS RAY KELLY | TRUSTEE | — |
| BEALE JEFFREY PAUL | CAO, VICE PRESIDENT; TRUSTEE | — |
| DYNNER ALAN ROY | CLO, VICE PRESIDENT & SECRETARY; TRUSTEE | — |
| STEUL WILLIAM MARTIN | TRUSTEE | — |
| O'NEIL PAUL | CCO, VICE PRESIDENT; CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | — |
| PAGE SCOTT HAMMOND | TRUSTEE | — |
| SWAFFIELD PAYSON FREDERICK | TRUSTEE | — |
| WEILHEIMER MICHAEL WILLIAM | TRUSTEE | — |
| CLEMSON CYNTHIA J | TRUSTEE | — |
| MACH MICHAEL ROBERT | TRUSTEE | — |
| MACINTOSH ROBERT BRUCE | TRUSTEE | — |
| SARYAN JUDITH ANN | TRUSTEE | — |
| METZOLD THOMAS M | TRUSTEE | — |
| SALTONSTALL GEORGE WEST | CEO & PRESIDENT; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132047/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132047/similar
- Related entities: https://search.stillhousedata.com/firm/132047/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132047

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.