Antoinette E Russell

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 10/2022
  Eaton Vance Wateroak Advisors
  Boston, MA
• 10/2022 → Present
  Corient
  Boston, MA
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 10/2022 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2005-01-03 → 2009-04-22
  Calibre Advisory Services Inc.
  Waltham, MA
• 2002-04-13 → 2004-12-16
  Tanager Financial Services Inc
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-11

Other Names

• Antoinette E. Russell