Our People

Ms. Shelquist is responsible for leading and managing all aspects of Operations related to both exchange traded and over-the-counter markets. Kelly has over twenty years of industry experience working for retail brokerage firms, custodian banks, and private investment companies.  Prior to joining Parametric in 2010*, she served as the Director of Operations for TPG Credit Management and Operations Manager for EBF & Associates. She earned a B.A. in Business and Psychology from Gustavus Adolphus College, and an MBA from the University of St. Thomas.

*Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates^® LLC on December 31, 2012.

Mr. Chaffee is responsible for formulating strategic direction and day-to-day management of the Minneapolis and Westport Investment Centers. Prior to joining Parametric in 2008*, Kip held a number of executive positions within the financial services industry including VP of Corporate Strategy and Development for Ameriprise Financial Services and President and COO of Hantz Financial Services. He earned his B.A. in Economics from Harvard University and an MBA with a finance concentration from The Wharton School of Business. He is a CFA® charterholder and a member of the CFA Society of Minnesota.

*Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates® LLC on December 31, 2012. 

Mr. Lee leads the investment team that oversees investment strategies managed in Parametric’s Minneapolis and Westport Centers. In his current position, Tom directs the research efforts that support existing strategies and form the foundation for new strategies. He is also chair of the Investment Committee that has oversight of these strategies. Tom has co-authored articles on topics ranging from liability driven investments to risk parity. Prior to joining Parametric in 1994*, Tom spent two years working for the Federal Reserve in Washington, D.C. He earned a B.S. in Economics and an MBA in Finance from the University of Minnesota. He is a CFA^® charterholder and a member of the CFA Society of Minnesota.

*Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates^® LLC on December 31, 2012.

Mr. Orseck oversees the day to day operations of the Westport Investment Center. Prior to joining Parametric in 2006, Jon was a Managing Director at Banc of America Securities where he founded and managed the Equity Linked Solutions Group. He earned a B.S. in computer science from the University of Pennsylvania and an MBA from New York University Stern School of Business.

Mr. Berman is responsible for Trading and Operations at the Westport Investment Center. Prior to joining Parametric in 2006, Larry was a Principal at Wolverine Trading, one of the largest options market-makers in the world. At Wolverine, he was the Head Trader in charge of all trading in the New York office on the American Stock Exchange and the COMEX and was responsible for over 90 equity/index options as well as market-making in ETFs and structured products. He earned a B.S. in Business Administration from Boston University. 

Mr. Lee leads the investment team that oversees investment strategies managed in Parametric’s Minneapolis and Westport Centers. In his current position, Tom directs the research efforts that support existing strategies and form the foundation for new strategies. He is also chair of the Investment Committee that has oversight of these strategies. Tom has co-authored articles on topics ranging from liability driven investments to risk parity. Prior to joining Parametric in 1994*, Tom spent two years working for the Federal Reserve in Washington, D.C. He earned a B.S. in Economics and an MBA in Finance from the University of Minnesota. He is a CFA^® charterholder and a member of the CFA Society of Minnesota.

*Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates^® LLC on December 31, 2012.