Blog Author Minneapolis

Heather Wolf photo

Heather Wolf, CFA

Portfolio Manager

Heather leads a team of investment professionals responsible for designing, trading and managing overlay portfolios. Prior to joining Parametric full-time in 2016, Heather was an investment analyst intern at Parametric. A CFA charterholder, Heather is a member of the CFA Society of Minnesota.

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In finance since 2016
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Based in Minneapolis
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BS, religion and economics,
with a finance emphasis,
St. Olaf College

From this author

Extensive Capabilities of an Overlay Program: More than Meets the Eye
Blog post

Extensive Capabilities of an Overlay Program: More than Meets the Eye
Richard Fong}
Heather Wolf}

by Richard Fong, Managing Director, Overlay Solutions; Heather Wolf, Portfolio Manager

August 4, 2025

Read why we believe consultation, customization and flexibility are three key elements of a successful and holistic overlay program.
Read more
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Overlay, Liability-driven investing, Institutional investor
Turning Obstacles into Opportunities with Rebalancing
Blog post

Turning Obstacles into Opportunities with Rebalancing
Heather Wolf}
Richard Fong}

by Heather Wolf, Portfolio Manager; Richard Fong, Managing Director, Overlay Solutions

July 24, 2025

Read why we still see value in rebalancing—as long as there is disproportionate relative performance between the asset classes.
Read more
Tag icon
Overlay, Institutional investor