Director, Quantitative Research and Portfolio Management
Bernie leads Parametric’s corporate bond quantitative research, which supports the development of rules-based algorithms used to construct corporate ladder, and liability-driven investing (LDI) portfolios. As a portfolio manager, he is responsible for designing and implementing his team’s hybrid investment process, which combines forward-looking credit research with sound portfolio construction techniques. Bernie began his career in the investment management industry in 1984 with the Federal Reserve Bank of New York. Prior to joining the firm in 2006 (originally as an employee of Parametric’s former parent company, Eaton Vance), he was a portfolio manager and credit analyst with MFS Investment Management. He is a member of the CFA Society of Boston and is a CFA charterholder.
BA, economics and mathematics,
Hamilton College,
MS, finance,
MIT Sloan School of Management