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Evan Rourke, CFA

Director, Portfolio Management

Evan is responsible for buy and sell decisions, portfolio construction, and risk management for Parametric’s tax-advantaged bond strategies. He joined the firm in 2009, originally as an employee of Parametric’s former parent company, Eaton Vance. Before joining Eaton Vance, Evan was a vice president in the tax-exempt fixed income group of M.D. Sass Investors Services and senior vice president in charge of Banco Popular’s municipal arbitrage account. He was previously affiliated with Prudential Securities; Kidder, Peabody & Co.; Paine Webber; and Municipal Arbitrage Applications.

From this author

Blog post

2022 Bond Outlook: Solid Markets Despite Inflation Threats

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Bonds performed well in 2021. Expect more of the same in 2022, even amid risks.

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Blog post

Applying Tax-Loss Harvesting to a Fixed Income SMA

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Can tax-loss harvesting strategies bolster your clients’ SMA portfolios in lower-yield scenarios?

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Blog post

Roll-Down Impact on Bond Returns

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To maximize the benefit of a laddered strategy, investors should understand the impacts of a roll-down.

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