Parametric
Jeff Wagner, CFA, has a strong background in investment strategy, portfolio management, and financial consulting. Jeff has experience in promoting managed portfolios, presenting investment strategies to various stakeholders, and building and maintaining client relationships. Jeff also has a background in derivatives trading, risk management, and training programs. Their educational background includes an MBA in Analytic Finance, Economics, and Statistics, as well as a BS in Psychology & Pre-Medicine.
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Parametric
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Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer alternative strategies to complement clients’ core holdings.