Eaton Vance

Eaton Vance is an asset management firm based in Boston, Massachusetts, founded in 1924. The company specializes in providing advanced investment strategies and wealth management solutions to a diverse clientele, including individual and institutional investors, financial professionals, and high-net-worth individuals. Eaton Vance offers a range of investment approaches, which include fundamental active management, responsible investing, systematic investing, and customized portfolio implementation. Its services encompass various asset classes, including equity, fixed income, floating-rate income, and alternatives. The firm operates through several wholly-owned affiliates, such as Eaton Vance Management and Boston Management and Research, and has developed specific services like Eaton Vance Institutional Cash Management Services to meet the evolving 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.

AFGlobal Corp

Private Equity Round in 2017
AFGlobal Corporation is an oil and energy company specializing in subsea pipeline components and forged products. Their Corporation is a technology and manufacturing specialist working to enhance their clients' success around the world. They align well-established precision engineering with evolutionary innovation. Their unique approach combines conventional OEM processes and technology with unconventional thinking, providing reliable answers and establishing quicker ways to find the best solutions for their clients.

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

Acquisition in 2003
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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