Kevin Tjernberg Cfa, Caia

Director, Custom Core Portfolio Management at Parametric

Kevin Tjernberg, CFA, CAIA has diverse work experience in portfolio management, consulting, auditing, and park stewardship. Kevin is currently working at Parametric as the Director of Custom Core Portfolio Management where they manage high net worth portfolios and collaborates with various teams. Prior to that, they were a Portfolio Manager at Parametric where they managed portfolios using a rules-based approach and developed applications using Python, SQL, and Excel VBA. Before joining Parametric, Kevin worked as an Associate Portfolio Manager at Parametric, constructing optimized equity index portfolios and managing a portfolio of 4,000 accounts. Kevin has also worked at Verus Investments as a Senior Consulting Associate, providing research, analysis, and client support, and at Northwest Administrators as a Senior Auditor, verifying compliance of pension contributions. Additionally, Kevin took a break from their career development to work as a Park Steward at Olympia Parks, Arts and Recreation, where they maintained the natural beauty of parks and studied to earn their CFA and CAIA designations.

Kevin Tjernberg, CFA, CAIA began their education in 2007 at the University of Washington, where they pursued a degree in Business with a focus on Finance. Kevin completed their studies in 2008.

In terms of additional certifications, Kevin obtained the CFA (Chartered Financial Analyst) designation from the CFA Institute in July 2018, and the CAIA (Chartered Alternative Investment Analyst) designation from the CAIA Association in April 2018.

Links

Timeline

  • Director, Custom Core Portfolio Management

    April, 2023 - present

  • Portfolio Manager

    November, 2020

  • Associate Portfolio Manager

    June, 2019