Blog Author New York

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Issac Kuo, CFA, CPA

Managing Director, Portfolio Management and Technology

Issac leads Parametric’s fixed income SMA ladder practice and serves as a portfolio manager responsible for buy and sell decisions, portfolio construction, and risk management. He joined the firm in 2010 (originally with Eaton Vance, before its fixed income SMA solutions transferred to Parametric in 2019). Previously, Issac was a vice president in the municipal public finance group at Assured Guaranty, and before that he was with PricewaterhouseCoopers. He is a member of the Municipal Analyst Group of New York.

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Investment professional since 2003
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Based in New York
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BS, mathematical sciences,
University of North

Carolina at Chapel Hill
MS, accounting, Kenan-Flagler
Business School, University of
North Carolina at Chapel Hill

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Originally from Taipei, Taiwan