Bernie Scozzafava
Analyst-Fixed Income at Parametric Portfolio Associates LLC
Network origin in Bernie Scozzafava first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).
128
| Subsidiary | Investment Managers | 128 |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.
120
| Subsidiary | Investment Managers | 120 |
Hamilton College (New York)
61
| College/University | Other Consumer Services | 61 |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.
38
| Subsidiary | Investment Managers | 38 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bernie Scozzafava via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Boston College | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
MFS Investment Management Canada Ltd.
 MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 1947 and formerly known as McLean Budden Ltd. They are a subsidiary of MFS Institutional Advisors, Inc. and their ultimate parent is Sun Life Financial, Inc. (NYSE, TSX: SLF). MFS Canada manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities | |
| Suffolk University | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| University of California | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member President | |
| North Dakota State University | College/University | Undergraduate Degree Undergraduate Degree | |
| EATON VANCE MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member President | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member President | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member President | |
| International Monetary Fund | General Government | Economist Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Reed Institute | College/University | Undergraduate Degree Doctorate Degree | |
| EATON VANCE CORP. | Investment Managers | Director/Board Member Chief Investment Officer | |
Parametric Risk Advisors LLC
 Parametric Risk Advisors LLC Investment ManagersFinance Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member President | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
M. D. Sass LLC
 M. D. Sass LLC Investment ManagersFinance M. D. Sass LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Martin D. Sass in 1972 and formerly known as M.D. Sass Investors Services, Inc. M. D. Sass serves as an investment manager or general partner to private and public investment funds, separately managed accounts and other investment vehicles with various investment strategies. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Templeton Investment Counsel LLC
 Templeton Investment Counsel LLC Investment ManagersFinance Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member President | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member President | |
| Questrom School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree |
Statistics
International
| United States | 50 |
| Canada | 2 |
Sectoral
| Consumer Services | 23 |
| Finance | 16 |
| Miscellaneous | 13 |
| Government | 2 |
Operational
| Corporate Officer/Principal | 120 |
| Portfolio Manager-Equities | 110 |
| Undergraduate Degree | 96 |
| Analyst-Equity | 65 |
| Director/Board Member | 59 |
Most connected contacts
| Insiders | |
|---|---|
| Marcus Smith | 43 |
| Eric Stein | 28 |
| Michael Roberge | 21 |
| Erick Lucera | 18 |
| Griff Noble | 11 |
| Henry Peabody | 10 |
| Marshall Stocker | 9 |
| Stuart Muter | 9 |
| Matt Krummell | 8 |
| Michael E. Gray | 8 |
| Jennifer Sireklove | 8 |
| Tom Luster | 8 |
| David M. Earnest | 8 |
| Aaron Dunn | 8 |
| Tom Seto | 7 |
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