Network origin in Justin Frederick Ward first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). 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.
48
| Subsidiary | Investment Managers | 48 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Justin Frederick Ward via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
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 Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
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. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income Chief Investment Officer Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Fxd Inc | |
| Boston College | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
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 Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Portfolio Manager-Fixed Income | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as 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. (TSE, 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). | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| The College of William & Mary | College/University | Undergraduate Degree Undergraduate Degree | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
| Suffolk University | College/University | Masters Business Admin Graduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Rochester Christian University | College/University | Masters Business Admin Masters Business Admin | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Graduate Degree | |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
Schroder Investment Management North America, Inc.
 Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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 | |
BT&T Asset Management AG
 BT&T Asset Management AG Investment ManagersFinance BT&T Asset Management Ltd. (BT&T-AM) is an independent investment management firm which was established by Walter Meier in 1995. Based in Zurich, Switzerland, the firm manages assets for BT&T TimeLife AG, a closed-end mutual fund. | Investment Managers | Corporate Officer/Principal | |
Polen Capital Credit LLC
 Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
Rothschild, Inc.
 Rothschild, Inc. Investment ManagersFinance Part of Rothschild & Co. The company is based in New York, NY. Continuation Holdings AG, Rothschild, Inc. provides investment banking and advisory services. | Investment Managers | Corporate Officer/Principal | |
Littlejohn & Co. LLC
 Littlejohn & Co. LLC Investment ManagersFinance Littlejohn & Co. LLC (Littlejohn) is a private equity firm founded in 1996 by Angus C. Littlejohn, Jr and Michael Klein. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Analyst | |
| Bryant University | College/University | Undergraduate Degree | |
Bank Rhode Island
 Bank Rhode Island Regional BanksFinance Bank Rhode Island operates as a commercial bank. It offers baking products and services that include: checking accounts, online banking, business lending, cash management, business credit cards, foreign exchange services, and investment services. The company is headquartered in Providence, RI. | Regional Banks | Comptroller/Controller/Auditor | |
Lord Abbett Credit Opportunities Fund
 Lord Abbett Credit Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Credit Opportunities Fund is a closed-end management investment company that continuously offers its common shares and is operated as an interval fund. The company was founded on September 18, 2018 and is Headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
University of Mary Washington Foundation
 University of Mary Washington Foundation Miscellaneous Commercial ServicesCommercial Services The University of Mary Washington Foundation provides, accepts, manages, and administers private resources of the University. The firm supports scholarships, academic programs, student activities, campus buildings, campus enhancements, and special events for Mary Washington alumni. The company was founded in 1975 and is headquartered in Fredericksburg, VA. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Mary Washington | College/University | Undergraduate Degree | |
State Street Bank Luxembourg SCA
 State Street Bank Luxembourg SCA Investment Banks/BrokersFinance Part of State Street Corp., State Street Bank Luxembourg SCA is a company that provides fund management services. The company is based in Luxembourg, Luxembourg. | Investment Banks/Brokers | Corporate Officer/Principal | |
Lord Abbett Special Situations Income Fund
 Lord Abbett Special Situations Income Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Special Situations Income Fund operates as an interval fund. It is a non-diversified, closed-end management investment firm. Its investment objective is total return and capital appreciation. The company was founded in 2021 and is headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
| Walsh University | College/University | Undergraduate Degree | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
Merganser Capital Management LLC
 Merganser Capital Management LLC Investment ManagersFinance Merganser Capital Management LLC (Merganser) is a registered investment advisor headquartered in Boston, Massachusetts. The firm is the successor to the business of Merganser Capital Management, Inc., which was founded in 1985. They are a subsidiary of Providence Equity Capital Markets Merganser LLC, which is owned by Providence Equity Partners LLC. Merganser serves the fixed income investment needs of institutional and high-net worth individual clients. Their advisory clients include institutions and high net worth individuals with separately managed accounts, private funds intended for sophisticated investors and institutional investors and registered investment companies. | Investment Managers | Analyst-Fixed Income | |
| Trinity College of Vermont | College/University | Undergraduate Degree | |
Morgan Stanley Investment Management (NY)
 Morgan Stanley Investment Management (NY) Investment ManagersFinance Part of Morgan Stanley, Morgan Stanley Investment Management is a company based in New York, NY. The company is an active manager of capital, with a focus on outperforming the market and delivering results for their clients. The company's team of experienced professionals applies their expertise across public and private markets worldwide, offering single-sector, multi-asset, and custom solutions. | Investment Managers | Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree |
Statistics
International
| United States | 49 |
| Switzerland | 2 |
| Luxembourg | 2 |
Sectoral
| Finance | 23 |
| Consumer Services | 18 |
| Miscellaneous | 9 |
| Commercial Services | 3 |
Operational
| Corporate Officer/Principal | 80 |
| Portfolio Manager-Fixed Income | 48 |
| Undergraduate Degree | 43 |
| Portfolio Manager-Equities | 32 |
| Analyst-Equity | 23 |
Most connected contacts
| Insiders | |
|---|---|
| Adam Andrew Weigold | 25 |
| Mike Allison | 18 |
| Scott H. Page | 16 |
| Nancy Briggs Tooke | 10 |
| Mike Weilheimer | 10 |
| Michael Cirami | 10 |
| Henry Peabody | 10 |
| Tom Luster | 8 |
| Michael J. Hebert | 7 |
| Brian Stuart Ellis | 7 |
| Akbar A. Causer | 7 |
| Jim Evans | 7 |
| Scott Craig | 7 |
| Christian Costanza | 7 |
| Alan Langsner | 7 |
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