Portfolio Management

About

The Portfolio Management team at Parametric is responsible for creating and maintaining custom investment portfolios tailored to the specific needs and goals of clients. They leverage their expertise to manage multi-asset strategies, provide efficient market exposures, and implement solutions that address unique investment challenges. This team ensures that portfolios are continuously optimized, monitored, and adjusted to align with evolving market conditions and client objectives.


Team members

Adriana Chaturvedi

Portfolio Manager

Andrew Grenz

Portfolio Administrator - Cost...

AV

Anthony Venegas

Portfolio Manager

AR

Arianna Morgan (Rose...

Vp, Portfolio Manager

Austin Wen

Senior Portfolio Analyst

Benjamin Finley Cfa

Portfolio Manager

BR

Bianca Reich

Associate Portfolio Manager

Brendon Babcock

Associate Portfolio Manager

Christopher Clark

Portfolio Administrator Associ...

Colt Wolfram

Portfolio Manager

CB

Colton Barnes

Associate Portfolio Manager

DC

Dan Codreanu

Director, Portfolio Management...

DW

Daniel Wamre

Senior Portfolio Manager

David Dickey

Portfolio Manager

Dina Putrya-Momotok

Associate Portfolio Manager

DL

Don Lee

Portfolio Manager

DB

Drew Blyth

Portfolio Administrator

Edward Afeiche

Associate Portfolio Manager

EL

Egan Ludwig

Portfolio Manager

ET

Esther Tam

Senior Portfolio Surveillance ...

Evan Hewitt

Portfolio Manager

Evan Rourke

Director Fixed Income Portfoli...

FL

Fei Li

Portfolio Manager

Gabrielle Zona

Associate Portfolio Manager

Galina E. Warner

Associate Portfolio Manager

Heather Chapman

Manager, Portfolio Administrat...

HW

Heather Wolf

Portfolio Manager

Hugh Crowther

Associate Portfolio Manager

HK

Hunter Kelly

Associate Portfolio Manager

JC

Jacob Christina

Associate Portfolio Manager

Jake Wolfe Cfa, Caia

Portfolio Manager

James Thorson

Portfolio Manager

Jared Wells

Vice President, Portfolio Mana...

Jeff Wagner

Sr. Investment Strategist

Joe Zeck

Portfolio Manager

JH

John Hemingway

Associate Portfolio Manager

Joseph Davolio

Director Portfolio Management

Kenneth Coleman

Senior Portfolio Administrator

Kevin Tjernberg Cfa,...

Director, Custom Core Portfoli...

LC

Lang Chang

Portfolio Manager

Lauren Kashmanian

Executive Director, Portfolio ...

Lucas Triana

Portfolio Manager

MacKi Anderson

Portfolio Manager

Maeve McGonigal

Associate Portfolio Manager

MK

Mariia Kot

Portfolio Manager

ML

Maximilian Lutz

Associate Portfolio Manager

Mayumi Nabb

Portfolio Manager

Michael Finney

Associate Portfolio Manager

Michael R Catarina

Associate Portfolio Manager

Mitchell Hammon

Portfolio Administrator

Moises Sanchez Garci...

Associate Portfolio Manager

NS

Nicholas Stahelski

Vice President, Portfolio Mana...

Nisha Patel

Managing Director, Head Of SMA...

Qiwen Liu

Director, Custom Core Portfoli...

Rainer Germann

Director; Global Portfolio Man...

Rameshwari Kalse

Senior Portfolio Administrator

RP

Richard Perrins

Portfolio Manager, Emerging Ma...

Robert Osborne

Senior Portfolio Manager

Robert Stiller

Associate Portfolio Manager

RG

Rodolfo Galgana

Portfolio Manager

Sam Swartz

Director, Custom Core Portfoli...

Samuel Hodge

Portfolio Manager

Scott McLaren

Portfolio Manager

ST

Scott Timmerman

Centralized Portfolio Manageme...

SC

Seona Chang

Portfolio Manager

Shivani Patil

Managing Director, Head Of Dig...

Simba Change

Senior Portfolio Manager

Thomas Valente

Vice President, Portfolio Surv...

TP

Tim Post

Associate Portfolio Manager

TT

Torin Thosath

Portfolio Manager | Vice Presi...

Tyler Nowicki

Senior Portfolio Manager

Violetta R.

Vp, Portfolio Manager | Direct...

Whitney Murray Gosne...

Associate Portfolio Manager

XL

Xiaozhen Li

Portfolio Manager

Yujing Zheng

Vp, Portfolio Manager

Zach Olsen

Senior Portfolio Manager

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