Institutional Distribution

Chris Uhas, CFA

Managing Director, Head of Institutional Distribution

Chris is a member of Parametric’s Executive Committee and leads the firm’s institutional distribution efforts, working closely with North American-based investors. Before entering the investment management industry, he was the director of New Product Launch for Seagate Technology, based in Singapore, and also served for five years as a nuclear-trained submarine officer in the US Navy. He earned a BS in electrical engineering from the University of Notre Dame and an MBA from the University of Chicago Booth School of Business. A CFA charterholder, Chris is a member of the CFA Society of Minnesota.

Jaylene Howard, CFA, CAIA

Head of Client and Consultant Relations

Jaylene leads the teams responsible for developing and deepening relationships with investment consultants and the firm’s institutional clients in North America. Prior to joining Parametric in 2018, she worked at Canterbury Consulting as a consultant providing strategic investment advice to endowments, foundations, corporations, and ultra-high-net-worth families. Before that, Jaylene held several roles in sales, relationship management, and consulting at Russell Investments. She earned a BA in economics and history from Gonzaga University. A CFA charterholder and a CAIA charterholder, Jaylene is a member of the CFA Society of Seattle. Jaylene currently serves on the board of Seattle Preparatory School.

Sebastian Vargas, CFA, CAIA

Executive Director, Portfolio Specialist,

Sebastian Vargas is a London-based portfolio specialist. He joined Parametric in 2020 and is responsible for the development and distribution of Parametric’s investment solutions in Europe, the Middle East, Africa, and the Asia-Pacific region. He first joined Eaton Vance (Parametric’s former parent company) in 2005, where he served as business development director, responsible for the planning and execution of Eaton Vance's sales strategy in Northern Europe with a focus on the institutional market. Sebastian began his career in the investment management industry with Lloyds TSB Bank plc in the US. Sebastian earned a BS from the EIA University in Medellín. He is a CFA charter holder and a member of the CFA Society of the United Kingdom and holds a chartered alternative investment analyst designation.

Gregory Bauer, CFA, CAIA

Executive Director

Greg is responsible for developing, coordinating, and executing institutional business development strategies in the southeastern US. Prior to joining Parametric in 2015, Greg worked at Crawford Investment Counsel, where he was the director of institutional services, responsible for leading the institutional sales and consultant relations efforts. Prior to Crawford, Greg worked for both Callan Associates and NEPC. Greg earned a BA from Brown University and an MBA from the Georgia Institute of Technology. A CFA charterholder, Greg is a member of the CFA Society of Atlanta and also holds a CAIA designation.

Chris Powers, CFA, CAIA

Executive Director

Chris is responsible for developing, coordinating, and executing institutional business development strategies in the northeastern US and Canada. Prior to joining Parametric in 2018, Chris spent five years at RBC Global Asset Management as a director on the institutional sales team covering the northeastern US. Before RBC Chris spent three years at Eaton Vance. He earned a BS in economics from Trinity College in Connecticut. A CFA and CAIA charterholder, Chris is a member of the CFA Society of Boston.

Bryan Sandvig

Executive Director

Bryan is responsible for developing, coordinating, and executing institutional business development strategies in the central US. Prior to joining Parametric in 2017, Bryan worked at Cornerstone Capital Management as vice president of business development, where he managed institutional relationships and consultant relations. Bryan began his investment career at First Trust Portfolios as an internal consultant for exchange-traded funds and separately managed accounts in the southeast region of the United States. He earned a BA in business and economics from Wheaton College in Wheaton, Illinois.

Jesse Cauble

Vice President

Jesse is responsible for developing, coordinating, and executing institutional business development strategies throughout the western US. He joined the Institutional Business Development team in 2018, where he partnered with territory directors to develop relationships with institutional investors in the western and central US. A Parametric employee since 2016, he has also held positions on the Institutional Relationship Management team and Client Relations Broker/Dealer team. Jesse earned a BS in finance from Chapman University.

Natalie Moorse

Vice President

Natalie is responsible for developing, coordinating, and executing institutional business development strategies throughout the US and Canada, with a focus on the financial intermediary market. Natalie joined the Institutional Business Development team in 2018, partnering with territory directors to develop institutional relationships throughout the eastern US and Canada. She was previously a member of Parametric’s Product Marketing team. She earned her BA in business administration and marketing from the University of St. Thomas.

Jaylene Howard, CFA, CAIA

Head of Client and Consultant Relations

Jaylene leads the teams responsible for developing and deepening relationships with investment consultants and the firm’s institutional clients in North America. Prior to joining Parametric in 2018, she worked at Canterbury Consulting as a consultant providing strategic investment advice to endowments, foundations, corporations, and ultra-high-net-worth families. Before that, Jaylene held several roles in sales, relationship management, and consulting at Russell Investments. She earned a BA in economics and history from Gonzaga University. A CFA charterholder and a CAIA charterholder, Jaylene is a member of the CFA Society of Seattle. Jaylene currently serves on the board of Seattle Preparatory School.

William Busch

Executive Director

Bill is responsible for developing and maintaining relationships within the institutional investment consultant community. Prior to joining Parametric in 2015, Bill held positions at State Street Global Advisors in consultant relations and as a product analyst. Bill earned a BA in sociology and Spanish from Bowdoin College and an MBA from the Carroll School of Management at Boston College.

Corinne Pekoske

Executive Director

Corinne is responsible for developing and maintaining relationships within the institutional investment consultant community. Prior to joining Parametric in 2016, Corinne worked for Eaton Vance in Boston as a co-supervisor in the mutual fund operations department. She earned a BS in business administration from Northeastern University.

Daniel Ryan

Executive Director

Dan is responsible for managing client relationships throughout the western US. Prior to joining Parametric in 2013, Dan was vice president and senior relationship manager at State Street Global Advisors. He earned a BA in history from the University of Michigan.

Jeremy Smith, CFA

Executive Director

Jeremy leads client relationship management responsibilities for Parametric’s midwestern clients. Prior to joining Parametric in May 2017, Jeremy led the Business Development team within the investment management division of Allianz Life. He earned a BA in business administration from the University of Minnesota Duluth. Jeremy is a member of the CFA Society of Minnesota.

Jason Chalmers

Executive Director

Jason is responsible for managing client relationships throughout the eastern United States. Prior to joining Parametric in 2014, he was a vice president and relationship manager at Acadian Asset Management. He earned a BS in economics from Northeastern University and an MS in finance from Boston College.

Nick Lee

Associate, Business Development

Nick is responsible for supporting Parametric’s institutional sales professionals across the eastern US and Canada. Prior to joining Parametric in 2020, he worked as a global trade services representative at US Bank. Nick earned a BA in Spanish and business from Bethel University.

Josh Haskill

Associate, Business Development

Josh is responsible for supporting institutional business development strategies throughout the western and midwestern US. He was previously an investment analyst for the Investment Strategy team, where he was responsible for conducting analysis to support Custom Core and other Parametric strategies. Josh earned a BS in business administration and mathematics from the University of Redlands.

Clare Simon

Coordinator, Business Development

Clare is responsible for supporting Parametric’s institutional sales professionals across the western and midwestern US. Prior to joining the Institutional Business Development team, she worked in operations with Parametric’s fixed income team. Clare earned a BS in communication from Boston University.

Laura McFerrin

Associate, Institutional Client Service

Laura is responsible for supporting Parametric’s efforts to develop and maintain relationships with clients and consultants. She was previously a senior administrative specialist supporting Parametric’s chief investment officer and investment team. Prior to joining Parametric in 2017, she worked as an administrative assistant at Pine River Capital Management. She earned a BS in mass communications from Minnesota State University, Mankato.

Ryan Swanson

Associate, Institutional Client Service

Ryan works on institutional distribution service and focuses on relationship management with institutional clients. Prior to joining Parametric in 2023, he worked at Morgan Stanley as an associate in institutional securities lending. Ryan has worked with a multitude of institutional clients, including several large Wall Street banks across domestic and international markets.

Carly Fehringer

Associate, Institutional Client Service

Carly is responsible for supporting the Institutional Relationship Management team in providing services to Parametric’s institutional clients. She joined Parametric in 2020 as a member of the Portfolio Accounting team. Carly earned a BA in finance and economics from Seattle University.

Chris Branham

Associate, Consultant Relations

Chris supports Parametric’s Institutional Consultant Relations Team, building and maintaining their presence in the consultant community. He previously worked on the Investment Analyst Team, where he was responsible for analytical work in multiple strategy areas, including Custom Core, Responsible Investing, and Systematic Alpha and Income.