Eaton Vance

Eaton Vance, founded in 1924 and headquartered in Boston, Massachusetts, specializes in providing advanced investment strategies and wealth management solutions. The company caters to a diverse clientele that includes individual and institutional investors, financial professionals, high-net-worth individuals, and family offices. Eaton Vance offers a variety of investment approaches, such as fundamental active management, responsible investing, and systematic investing, along with customized portfolio implementations tailored to client specifications. Its investment management operations are conducted through several wholly-owned affiliates, ensuring a comprehensive range of services that address the unique needs of its clients.

Bernie Scozzafava

Director of Investment Grade Quantitative Research

4 past transactions

SigFig

Series E in 2018
SigFig is a wealth management platform that aims to provide personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company utilizes a blend of design, data science, and technology to empower users with the information and guidance necessary to achieve their financial goals. SigFig partners with major financial institutions to enhance investment management for both investors and advisors, ensuring a secure and compliant service. Its innovative approach, supported by product and growth labs, accelerates the adoption of its technology among partners, making high-quality investment advice more accessible and affordable. SigFig is backed by prominent financial institutions and top-tier venture capital firms, underscoring its commitment to improving the investment management process.

SigFig

Series D in 2016
SigFig is a wealth management platform that aims to provide personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company utilizes a blend of design, data science, and technology to empower users with the information and guidance necessary to achieve their financial goals. SigFig partners with major financial institutions to enhance investment management for both investors and advisors, ensuring a secure and compliant service. Its innovative approach, supported by product and growth labs, accelerates the adoption of its technology among partners, making high-quality investment advice more accessible and affordable. SigFig is backed by prominent financial institutions and top-tier venture capital firms, underscoring its commitment to improving the investment management process.
Parametric Portfolio Associates LLC is a privately owned investment manager based in Seattle, Washington, with additional offices in Minneapolis, Westport, Boston, and Sydney. Founded in 1987, the firm specializes in providing engineered portfolio solutions to both institutional and private clients, focusing on implementation excellence and customization. Parametric manages a variety of client-focused portfolios, including equity, fixed income, balanced, and commodity strategies. The firm employs quantitative analysis and systematic, rules-based approaches to construct and manage portfolios, aiming to outperform designated benchmarks on a risk-adjusted basis. Parametric's investment strategies utilize individual securities, exchange-traded funds, futures, options, and other derivatives to address clients' market exposure, risk management, and return objectives. The firm serves a diverse clientele, including high net worth individuals, corporations, charitable organizations, pension plans, and government entities, while continually enhancing its capabilities to meet evolving investor needs.
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