Marketing / Client Services

Mr. Breshock is responsible for leading Parametric’s client service, marketing, and sales to private clients, broker/dealer partners, and institutional clients. Prior to joining Parametric in 1998, Robert was a Vice President with Harris Bank and a Manager in the Family Wealth and Financial Planning practice of Arthur Andersen & Co. He received his B.A. in Economics from Wabash College and his J.D. from Valparaiso University.

Mr. Barrett manages a team of product specialists and leads the development of Parametric’s institutional client base, both in the U.S. and globally. Prior to joining Parametric, James was with Russell Investments, where he held the position of Managing Director, Business Development − Americas. He also served as a member of the institutional investment group’s senior management team overseeing Russell’s institutional business. James received his B.A., Business Administration degree from the University of Washington and is also a Licensed Registered Representative, FINRA Series 7, 24 and 66.

Mr. Galley is responsible for the execution of Parametric’s marketing plan. In this capacity, he works with internal constituents from Research, Sales, Portfolio Management, and Business Development to craft firm and product campaigns for delivery to Parametric’s network of advisor, consultant, and program sponsor clients. In his 15 years with Parametric, Kurt has held roles in the Operations, Marketing, and Sales groups. He received a B.A. in Communications from the University of Washington.

Mr. Simchuk is responsible for direct sales and client service at Parametric. In addition, he is responsible for business development and relationship management in Parametric’s Western Region. Prior to joining Parametric, John was a Principal and Portfolio Manager at Sirach Capital Management and a Client Service Executive at the Frank Russell Trust Company. He received his B.A. in Business Administration from the University of Washington and is a member of the Seattle Society of Financial Analysts.

Mr. Wilson is responsible for business development and relationship management for Parametric’s Eastern Region. Richard joined Parametric in 1998. His previous associations include New York Life, Regional Director of Marketing; and Flippin, Bruce & Porter, Vice President of Marketing. He received a B.A. in Religion from Kenyon College.

Mr. Hovivian is responsible for business development and relationship management for Parametric’s Central Region. Prior to joining Parametric, Ted was a Director in the Wealth Management divisions at both Charles River Development and Goldman Sachs, where he focused on products and platforms. Additionally, he worked at Bank of America, where he was responsible for building and running their Managed Account Group; developing one of the fastest growing programs in the industry. Ted earned a B.A in Business Administration and Management from Bryant University. He has been a frequent speaker in the Managed Accounts Industry.

Ms. Keaty is responsible for managing Parametric’s Client Relations Group − the team responsible for opening new accounts, directing cash flows, transition analysis work, reporting, and communicating non-investment information to clients. Prior to joining Parametric in 2004, Megan was an Analyst at Harris myCFO in San Francisco. She received her B.B.A in Marketing from Gonzaga University.

Ms. Bonnett leads the Marketing Services team and is responsible for directing and coordinating marketing and PR initiatives at Parametric. Previously, Natalie served as the Director of Operations at the University of Minnesota Foundation Investment Advisors and was a Vice President at Mount Yale Capital Group, LLC. She held similar industry roles in marketing, communications, and operations. Natalie received a B.A. degree in Communications from Bethel University. She is a Certified Professional Project Manager I and a former Licensed Registered Representative, FINRA series 7 and 63.