Fund Consultant & Senior Advisor
Widely recognized as one of the leading ETF and Closed-End Fund analysts, Paul Mazzilli has over 35 years experience in the investment business. Paul is currently a fund consultant and a Senior Advisor and member of Advisory Board at IndexIQ. He also is a Senior Advisor to S-Network Global Indexes and Chairman of the Index Committee for the S-Network Closed-End Fund Indexes.
Paul was an Executive Director at Morgan Stanley, which he joined in 1975. From 1997 to 2008, Paul was Director of Morgan Stanley's ETF Research team covering ETFs and closed-end funds. His coverage universe included a broad range of funds that invest in US and international equities, taxable and municipal fixed income, commodities and currencies. Paul also constructed asset allocation models using closed-end funds and ETFs and developed Strategic Equity Portfolios investing in closed-end funds and ETFs.
Paul's team was the first to provide research coverage on ETFs and won many awards including the most useful ETF research in the U.S. for five years at the annual ETF Global Awards Conference and for the Best Research Team for ETFs in 2007 at the 7th Annual Capital Link Forum on Closed-End Funds and ETFs. In 2009, Capital Link made a special award to Paul in Recognition of his Contribution to the Closed-End Fund & ETF Sectors.
Paul earned a B.S. in industrial engineering from Syracuse University and an M.B.A. in finance from the Columbia University Graduate School of Business.