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INVESTMENT TEAM
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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