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Operating Platform Leadership

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Ranjit Kapila

Co-President and Chief Operating Officer

Ranjit Kapila

Co-President and Chief Operating Officer

Ranjit is a member of Parametric’s Executive Committee and is responsible for Parametric’s technology and operational activities. Prior to joining Parametric in 2019, he was managing director and global head of portfolio management investment systems at BlackRock, where he led strategy and development for applications across asset classes for BlackRock and Aladdin clients. Prior to joining BlackRock in 2006, he spent 12 years in technology development and implementation at Citadel, RDA Corporation, and ICARUS (now Aspen Technologies).

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Melissa Fell

Chief Administrative Officer

Melissa Fell

Chief Administrative Officer

Melissa joined Parametric in 2012 after having worked in Human Resources at Eaton Vance since 2006. She is the Chair of Parametric’s Executive Committee and has led Parametric’s Business Administration, Human Resources and Corporate Communications teams. She earned a BA in psychology and minor in business from Stonehill College and a MS in human resources from Suffolk University.

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Thomas Lee, CFA

Co-President and Chief Investment Officer

Thomas Lee, CFA

Co-President and Chief Investment Officer

Tom is a member of Parametric’s Executive Committee and leads Parametric’s investment teams, including research, strategy, portfolio management, and trading. As co-president and CIO, he coordinates resources, aligns priorities, establishes processes for achieving clients’ investment objectives, and acts as a voting member of all the firm’s investment committees. Tom has authored many articles on topics ranging from liability-driven investing to the volatility risk premium. Prior to joining Parametric in 1994, he spent two years working for the board of governors of the Federal Reserve in Washington, DC. Tom is a member of the CFA Society of Minnesota.

Executive committee
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Rob Ciro

Managing Director,
Product Management

Rob Ciro

Managing Director, Product Management

Rob is a member of Parametric’s Executive Committee and oversees the strategic positioning of Parametric’s investment solutions. Before joining Parametric in 2013, he was managing director of global client service for Wilshire Analytics. Prior to that, he held senior positions in business strategy, management of sales and relationship management, custom investment outsourcing, and sales and portfolio trading at Russell Investments.

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Melissa Fell

Chief Administrative Officer

Melissa Fell

Chief Administrative Officer

Melissa joined Parametric in 2012 after having worked in Human Resources at Eaton Vance since 2006. She is the Chair of Parametric’s Executive Committee and has led Parametric’s Business Administration, Human Resources and Corporate Communications teams. She earned a BA in psychology and minor in business from Stonehill College and a MS in human resources from Suffolk University.

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Arianna Fuller, CMA

Managing Director,
Client Relations Group

Arianna Fuller, CMA

Managing Director, Client Relations Group

Ari is responsible for overseeing the Client Relations Group (CRG), including client service, operations and contract management functions for all separately managed account (SMA) product lines. Prior to joining Parametric in 2023, she was a managing director at Goldman Sachs, supporting various operational risk, middle office, client onboarding, operational strategy and process optimization teams. Before this, Ari worked as an investment accountant at Sentinel Security Life and as a naval ship testing program manager at BAE Systems. Ari holds an active CMA credential with the Institute of Management Accountants (IMA). She has served on various volunteer and industry groups including Utah Symphony and Opera, Warrior Rising, 10K Small Businesses, 100 Women in Finance and Friends of Alta.

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Brian Herscovici, CFA

Chief Operating Officer,
Investments

Brian Herscovici, CFA

Chief Operating Officer, Investments

Brian is responsible for implementing strategic objectives into daily operations across portfolio management and trading. He brings 25 years of experience across a range of institutions, including pension funds, insurance companies, and wealth management. He held a variety of positions for these companies overseeing portfolio management, investment operations, and strategic transactions. Prior to joining Parametric in 2022, he was the senior investment officer at USAA, responsible for oversight, governance, and performance of institutional investment portfolios. A CFA charterholder, Brian is a member of the CFA Society of Seattle.

Ranjit Kapila photo
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Ranjit Kapila

Co-President and Chief Operating Officer

Ranjit Kapila

Co-President and Chief Operating Officer

Ranjit is a member of Parametric’s Executive Committee and is responsible for Parametric’s technology and operational activities. Prior to joining Parametric in 2019, he was managing director and global head of portfolio management investment systems at BlackRock, where he led strategy and development for applications across asset classes for BlackRock and Aladdin clients. Prior to joining BlackRock in 2006, he spent 12 years in technology development and implementation at Citadel, RDA Corporation, and ICARUS (now Aspen Technologies).

Thomas Lee photo
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Thomas Lee, CFA

Co-President and Chief Investment Officer

Thomas Lee, CFA

Co-President and Chief Investment Officer

Tom is a member of Parametric’s Executive Committee and leads Parametric’s investment teams, including research, strategy, portfolio management, and trading. As co-president and CIO, he coordinates resources, aligns priorities, establishes processes for achieving clients’ investment objectives, and acts as a voting member of all the firm’s investment committees. Tom has authored many articles on topics ranging from liability-driven investing to the volatility risk premium. Prior to joining Parametric in 1994, he spent two years working for the board of governors of the Federal Reserve in Washington, DC. Tom is a member of the CFA Society of Minnesota.

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Shivani Patil

Managing Director,
Head of Technology

Shivani Patil

Managing Director, Head of Technology

Shivani is a member of Parametric's Executive Committee and is responsible for Parametric's Technology organization. She previously led the team that defines and enables internal and external cross-platform technology solutions to meet client needs. She also led the team responsible for building Parametric’s digital platform, which includes the company’s website, retail and institutional portals. Prior to joining Parametric in 2021, she led technology product management for BlackRock’s Aladdin Risk platform.

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Jonathan Rocafort, CFA

Managing Director,
Head of Fixed Income Solutions

Jonathan Rocafort, CFA

Managing Director, Head of Fixed Income Solutions

Jon is Managing Director and Head of Parametric’s fixed income business and serves as a portfolio manager responsible for buy and sell decisions, portfolio construction, and risk management for the firm’s Tax-Advantaged Bond Strategies. He joined the firm in 2009 (originally as an employee of Parametric’s former parent company, Eaton Vance) and has extensive experience in portfolio management.

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Jennifer Sireklove, CFA

Managing Director,
Investment Strategy

Jennifer Sireklove, CFA

Managing Director, Investment Strategy

Jennifer leads the Investment Strategy Team at Parametric, which is responsible for all aspects of Parametric’s equity-based investment strategies. In addition, she has direct investment responsibility for Parametric’s Emerging Markets and International Equity strategies and chairs Parametric’s Stewardship Committee. Previously she helped build Parametric’s active ownership and custom ESG portfolio construction practices. Prior to joining Parametric in 2013, she worked in equity research, primarily covering the energy, utility, and industrial sectors at firms including D.A. Davidson and McAdams Wright Ragen. A CFA charterholder since 2006, Jennifer is a member of the CFA Society of Seattle.

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Gregory Thompson

Managing Director,
Head of Operations

Gregory Thompson

Managing Director, Head of Operations

Greg is responsible for overseeing all Operations teams at Parametric, including the Investment Operations team, the Institutional Operations team, and the Client Relationship Group. Prior to joining Parametric in 2023, Greg served as managing director of US equity and derivative operations at Goldman Sachs, leading a team responsible for the trade capture, allocation, matching, reconciliation, and settlement of cash equity and OTC derivative trades. He was co-head of Asia global markets operations and had operations oversight in Hong Kong. Before joining Goldman Sachs, Greg worked at Boeing as a flight test engineer. 

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Chris Uhas, CFA

Managing Director,
Head of 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 America–based investors. Before entering the investment management industry, he was the director of new product launch for Singapore-based Seagate Technology and served for five years as a nuclear-trained submarine officer in the US Navy. Chris is a CFA charterholder and a member of the CFA Society of Minnesota.

Investment leadership
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Rob Ciro

Managing Director,
Product Management

Rob Ciro

Managing Director, Product Management

Rob is a member of Parametric’s Executive Committee and oversees the strategic positioning of Parametric’s investment solutions. Before joining Parametric in 2013, he was managing director of global client service for Wilshire Analytics. Prior to that, he held senior positions in business strategy, management of sales and relationship management, custom investment outsourcing, and sales and portfolio trading at Russell Investments.

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Benjamin Davis, PhD

Global Head of Research

Benjamin Davis, PhD

Global Head of Research

Ben leads Parametric’s research and development activities and is an associate editor of the Journal of Beta Investment Strategies. Prior to joining Parametric, he held positions at AQR Capital Management and Citadel, focusing on portfolio construction and risk, and at MSCI Barra, focusing on factor model research. His research has been published in the Journal of Portfolio Management and the Journal of Risk.

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Richard Fong, CFA

Managing Director,
Overlay Solutions

Richard Fong, CFA

Managing Director, Overlay Solutions

Ricky is co-lead of Parametric’s Overlay Solutions Team. He has extensive experience designing and implementing policy-driven overlay portfolios for institutional investors. Since joining Parametric in 2010, Ricky has specialized in a variety of overlay applications, including rebalancing and completion strategies, options-based strategies, and liability-driven investing. Ricky is a member of the CFA Society of Minnesota.

Brian Herscovici photo
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Brian Herscovici, CFA

Chief Operating Officer,
Investments

Brian Herscovici, CFA

Chief Operating Officer, Investments

Brian is responsible for implementing strategic objectives into daily operations across portfolio management and trading. He brings 25 years of experience across a range of institutions, including pension funds, insurance companies, and wealth management. He held a variety of positions for these companies overseeing portfolio management, investment operations, and strategic transactions. Prior to joining Parametric in 2022, he was the senior investment officer at USAA, responsible for oversight, governance, and performance of institutional investment portfolios. A CFA charterholder, Brian is a member of the CFA Society of Seattle.

Jonathan Rocafort photo
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Jonathan Rocafort, CFA

Managing Director,
Head of Fixed Income Solutions

Jonathan Rocafort, CFA

Managing Director, Head of Fixed Income Solutions

Jon is Managing Director and Head of Parametric’s fixed income business and serves as a portfolio manager responsible for buy and sell decisions, portfolio construction, and risk management for the firm’s Tax-Advantaged Bond Strategies. He joined the firm in 2009 (originally as an employee of Parametric’s former parent company, Eaton Vance) and has extensive experience in portfolio management.

Jennifer Sireklove photo
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Jennifer Sireklove, CFA

Managing Director,
Investment Strategy

Jennifer Sireklove, CFA

Managing Director, Investment Strategy

Jennifer leads the Investment Strategy Team at Parametric, which is responsible for all aspects of Parametric’s equity-based investment strategies. In addition, she has direct investment responsibility for Parametric’s Emerging Markets and International Equity strategies and chairs Parametric’s Stewardship Committee. Previously she helped build Parametric’s active ownership and custom ESG portfolio construction practices. Prior to joining Parametric in 2013, she worked in equity research, primarily covering the energy, utility, and industrial sectors at firms including D.A. Davidson and McAdams Wright Ragen. A CFA charterholder since 2006, Jennifer is a member of the CFA Society of Seattle.

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Clint Talmo, CFA

Managing Director,
Investment Strategy

Clint Talmo, CFA

Managing Director, Investment Strategy

Clint co-leads Parametric’s Overlay Solutions Team, bringing extensive experience designing bespoke solutions to help allocators manage risk across a wide spectrum of asset classes across global markets. Prior to joining Parametric in 2014, Clint was a partner and fund manager at Aerwulf Asset Management. He previously worked for Interlachen Capital Group and EBF & Associates, where his responsibilities included research, trading and portfolio management. A CFA charterholder, Clint is a member of the CFA Society of Minnesota.

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Chris Uhas, CFA

Managing Director,
Head of 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 America–based investors. Before entering the investment management industry, he was the director of new product launch for Singapore-based Seagate Technology and served for five years as a nuclear-trained submarine officer in the US Navy. Chris is a CFA charterholder and a member of the CFA Society of Minnesota.

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Gordan Wotherspoon

Managing Director,
Head of Equity SMAs

Gordan Wotherspoon

Managing Director, Head of Equity SMAs

Gordon is primarily responsible for overseeing portfolio management for the Custom Core Equity product. Prior to joining Parametric in 2004, he led the investment manager due diligence effort for an institutional investment consulting group within UBS Financial Services. 

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Jennifer Mihara

Managing Director,
Head of Equity Fund Management

Jennifer Mihara

Managing Director, Head of Equity Fund Management

Jennifer is responsible for providing oversight to the Centralized Portfolio Management (CPM), Global Equity, Institutional CPM and Large Case Custom Core Portfolio Management teams. Prior to her current role, she was responsible for leading the CPM Portfolio Management team. Before joining Parametric in 2005, she was an investment associate at Merrill Lynch. 

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Larry Berman

Managing Director,
Investment Strategy

Larry Berman

Managing Director, Investment Strategy

Larry oversees portfolio management and trading for Parametric’s liquid alternatives investment strategies, including commodities, volatility risk premium, and related options strategies. He’s a member of firm’s Enterprise Investment Management Committee and a voting member of the Liquid Alternatives Investment Committee. Prior to joining Parametric in 2006 (originally as an employee of Managed Risk Advisors, which was acquired by Parametric in 2007), Larry was a principal at Wolverine Trading, one of the largest options market makers in the world. At Wolverine he led all trading in the New York office on the American Stock Exchange and the COMEX, and he was responsible for over 90 equity/index options as well as market making in ETFs and structured products.

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Lee Thacker, CFA

Managing Director,
Trading

Lee Thacker, CFA

Managing Director, Trading

Lee heads the Trading Team for Parametric. He started out reconciling accounts within the firm’s Centralized Portfolio Management (CPM) program, working his way into trading and portfolio management over six years. Prior to joining Parametric in 1998, he worked as a staff accountant at Moss Adams. A CFA charterholder, Lee is a member of the CFA Society of Seattle. 

Technology and Operations leadership
Shivani Patil photo
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Shivani Patil

Managing Director,
Head of Technology

Shivani Patil

Managing Director, Head of Technology

Shivani is a member of Parametric's Executive Committee and is responsible for Parametric's Technology organization. She previously led the team that defines and enables internal and external cross-platform technology solutions to meet client needs. She also led the team responsible for building Parametric’s digital platform, which includes the company’s website, retail and institutional portals. Prior to joining Parametric in 2021, she led technology product management for BlackRock’s Aladdin Risk platform.

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Reetu Sharma

Managing Director,
Head of Parametric India

Reetu Sharma

Managing Director, Head of Parametric India

Reetu partners closely with leaders across the firm to establish global capabilities and handles delivery with a focus on innovation and execution of strategic business priorities. Prior to joining Parametric in 2023, she held technology and business roles in wealth management, investment management, capital markets and investment banking with financial firms including JPMorgan Chase, TIAA, Deutsche Bank and Bank of America Merrill Lynch. Reetu is part of Morgan Stanley's India Senior Management Team and the executive sponsor for the Morgan Stanley India Employee Sustainability Forum.

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Gregory Thompson

Managing Director,
Head of Operations

Gregory Thompson

Managing Director, Head of Operations

Greg is responsible for overseeing all Operations teams at Parametric, including the Investment Operations team, the Institutional Operations team, and the Client Relationship Group. Prior to joining Parametric in 2023, Greg served as managing director of US equity and derivative operations at Goldman Sachs, leading a team responsible for the trade capture, allocation, matching, reconciliation, and settlement of cash equity and OTC derivative trades. He was co-head of Asia global markets operations and had operations oversight in Hong Kong. Before joining Goldman Sachs, Greg worked at Boeing as a flight test engineer. 

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Christopher Richards

Managing Director,
Equity Investments and Client Activities

Christopher Richards

Managing Director, Equity Investments and Client Activities

Christopher oversees Parametric’s equity investment platform, which includes Custom Core® SMAs, Centralized Portfolio Management, and our Emerging Markets Strategy, as well as client instructions and onboarding. Prior to joining Parametric in 2021, he was director of portfolio management tools at BlackRock, serving as global head of the Portfolio Construction application for the Aladdin system. Before this, he spent 12 years in a variety of technology roles at IBM, Mastercard, and Unum Insurance.

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Lane McLaughlin

Managing Director,
Developer Experience

Lane McLaughlin

Managing Director, Developer Experience

Lane is responsible for the software engineering, testing and delivery practice at Parametric. Prior to joining Parametric in 2017, he worked at Russell Investments as the director of application delivery. He has over 25 years of operational experience in software development. He earned a BA from the Michael G. Foster School of Business at University of Washington. Lane is a Certified Scrum Master.

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Vladimir Gomelsky

Managing Director,
Investment Systems

Vladimir Gomelsky

Managing Director, Investment Systems

Vlad is responsible for investment systems technology at Parametric, including proprietary and third-party trading, portfolio management, and compliance solutions. Prior to joining Parametric—originally as a chief technology officer of the Clifton Group, which Parametric acquired in 2012—he was a director of real estate technology at Johnson Controls.

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Arianna Fuller, CMA

Managing Director,
Client Relations Group

Arianna Fuller, CMA

Managing Director, Client Relations Group

Ari is responsible for overseeing the Client Relations Group (CRG), including client service, operations and contract management functions for all separately managed account (SMA) product lines. Prior to joining Parametric in 2023, she was a managing director at Goldman Sachs, supporting various operational risk, middle office, client onboarding, operational strategy and process optimization teams. Before this, Ari worked as an investment accountant at Sentinel Security Life and as a naval ship testing program manager at BAE Systems. Ari holds an active CMA credential with the Institute of Management Accountants (IMA). She has served on various volunteer and industry groups including Utah Symphony and Opera, Warrior Rising, 10K Small Businesses, 100 Women in Finance and Friends of Alta.

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Kelly Shelquist

Managing Director,
Operations

Kelly Shelquist

Managing Director, Operations

Kelly is responsible for leading and managing all aspects of operations related to both exchange-traded and over-the-counter markets. She has over 20 years of industry experience working for retail brokerage firms, custodian banks and private investment companies. Prior to joining Parametric in 2010—originally as an employee of the Clifton Group, which was acquired by Parametric in 2012—she served as the director of operations for TPG Credit Management and operations manager for EBF & Associates.