Jeff Brown, CFA is Director-Institutional Portfolio Manager at Parametric Portfolio Associates LLC. Mr. Brown is responsible for supporting development and distribution of Parametric’s investment products. Prior to joining Parametric in 2000, Mr. Brown spent two years as a portfolio manager with Laird Norton Trust Company, where he worked closely with taxable clients to design, develop, and implement various portfolio solutions. He earned a B.A. in business from the University of Washington. A CFA charterholder, Mr. Brown is a member of the CFA Society of Seattle and the Seattle Society of Financial Analysts.
Direct Indexing Allows Customization, Tax Optimization
March 10, 2022