David Stein, PhD
Chief Investment Officer

Dr. Stein is Chief Investment Officer, leading investment, research, and product development activities. Prior to joining Parametric, Dr. Stein held positions as Director of Investment Research at GTE Investment Management Corporation, Director of Active Equity Strategies at the Vanguard Group, and Director of Quantitative Portfolio Management and Research at IBM Retirement Funds. Dr. Stein holds a Ph.D. from Harvard University in Applied Mathematics and an M.S. and B.S. degrees from the University of Witwatersrand, South Africa.

Tom Seto
Director - Portfolio Management

Mr. Seto is responsible for all portfolio management at Parametric, including taxable, tax-exempt, quantitative active and international strategies. Prior to joining Parametric, Mr. Seto served as the Head of U.S. Equity Index Portfolio Management at Barclays Global Investors. Mr. Seto has an M.B.A. in Finance from the University of Chicago and a B.S. in Electrical Engineering from the University of Washington.

Tyson E. Alexander, CFA
Senior Portfolio Manager

Mr. Alexander is responsible for portfolio management for the firm's brokerage and bank-sponsored channels. Prior to joining Parametric in 1997, he worked for Prudential Preferred Financial Services. Mr. Alexander attended the University of Washington, graduating with a BA in Business Administration.

Jim Reber
Senior Portfolio Manager

Mr. Reber is responsible for leading Parametric’s OverlayOne portfolio management team– overlay management for Unified Managed Accounts. Prior to joining Parametric in 2004, he was a Senior Associate with Standard and Poor’s Corporate Value Consulting Group providing financial valuation services to the information and technology industries. He also has held Engineering positions in R&D and Manufacturing at Eastman Kodak Company. Mr. Reber received an M.B.A. from the University of Washington, and a B.S. in Chemical Engineering from Michigan State University.

Brooke Beresh
Senior Portfolio Manager

Ms. Beresh oversees portfolio management in Parametric’s Private Client Direct Group – primarily serving Parametric’s wealth management and family office client base. Ms. Beresh’s team manages U.S., non-U.S. and global Tax-Managed Core portfolios as well as custom portfolio management mandates. Prior to joining Parametric in 2005, she specialized in derivatives at Bank of America and later Washington Mutual. She also held consulting positions with Andersen Consulting (now Accenture). Ms. Beresh holds an M.B.A. and B.S. in Electrical Engineering from the University of Michigan, where she graduated with high distinction honors and cum laude, respectively.

Jodi Wong
Senior Portfolio Manager

Ms. Wong is responsible for the portfolio management of Parametric’s emerging markets strategy including both mutual fund sub-advisory and separate account investment mandates. She focuses on managing the strategy’s structural parameters, its implementation, and trading decisions. Before joining Parametric in 2004, she was a Portfolio Analytics Manager at GE Financial Assurance, with subsequent posts at Frank Russell Company and Quellos Fixed Income Advisors. Ms. Wong holds a B.A. in Biochemistry from Columbia University, a CAS in Computer Science from Harvard University, and an M.B.A. from the University of Washington.

Brian Dillon
Emerging Markets Portfolio Manager

Mr. Dillon is a member of the Structured Emerging Markets portfolio management team working to implement and develop the structured strategy ongoing. Mr. Dillon has been in the investment industry since 1996 and has extensive experience in the institutional marketplace. Prior to his current role at Parametric, he was a Senior Portfolio Manager at Russell Investments as a member of the Transition Management Team. During his seven years at Russell, Mr. Dillon worked closely with institutional clients to design, develop and implement complex movements across all asset classes for both defined benefit and defined contribution plans. Prior to his time at Russell, he worked in Sales, Trading and Underwriting of Fixed Income Securities. Mr. Dillon holds a B.S. in Business Systems with a minor in Economics from Taylor University.

Paul Bouchey, CFA
Director - Tax-Managed Research

Mr. Bouchey is part of the research team and supports Parametric's tax-managed core products. Prior to joining Parametric, he was a senior research analyst at Russell Investment Group, focused on quantitative decision modeling for private clients. Mr. Bouchey received a BA in Mathematics and Physics from Whitman College.

Vassilii Nemtchinov, PhD
Manager of Applied Research

Dr. Nemtchinov primary responsibilities are the management and implementation of Parametric’s product development research. Within his broader responsibilities, he maintains particular focus on Parametric’s proprietary portfolio optimization technologies and advanced quantitative portfolio management. Prior to joining Parametric in 2003, he worked in both industry and academia. Dr. Nemtchinov holds a Ph.D. from State University of New York.

Lee Thacker, CFA
Director - Trading

Mr. Thacker is responsible for managing Parametric's trading desk. He has also held the positions of Senior Portfolio Manager and Operations Associate at the firm. Prior to joining Parametric in 1998, he was a staff accountant at Moss Adams L.L.P. Mr. Thacker attended Western Washington University, and holds a BA in Accounting, with a minor in Business Administration.