Blog Author Seattle

Izabella Goldenberg photo

Izabella Goldenberg, CFA

Senior Investment Strategist

Izabella is a senior member of Parametric’s Custom Core investment team, representing Parametric’s direct indexing capabilities and supporting research, portfolio management, and distribution with thought leadership and client engagement. Prior to joining Parametric in 2023, she was the US Head of Portfolio Strategy at Goldman Sachs Asset Management. Izabella is a CFA charterholder and member of the CFA Seattle Society.

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In finance since 2005
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Based in Seattle
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BS, economics and applied mathematical sciences,
University of Washington,
MEng, financial engineering,
Cornell University

From this author

Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade
Blog post

Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade
Izabella Goldenberg}
Jeremy Milleson}

by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy

August 18, 2025

Let’s look at four important tax management techniques for investors with appreciating portfolios.
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Tax management, Direct indexing, Equities, Wealth manager, +1
Three Ways that Direct Indexing Can Help Diversify Beyond the S&P 500
Blog post

Three Ways that Direct Indexing Can Help Diversify Beyond the S&P 500
Izabella Goldenberg}
Jeremy Milleson}

by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy

August 1, 2025

Here’s why we think an investor might choose an index other than the S&P 500 to diversify in a tax efficient way.
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Equities, Direct indexing, Tax management, Wealth manager, +1
Lessons Learned: Potential Pitfalls of Loss Harvesting During High Volatility
Blog post

Lessons Learned: Potential Pitfalls of Loss Harvesting During High Volatility
Izabella Goldenberg}
Jeremy Milleson}

by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy

June 16, 2025

Read why Parametric direct indexing has a dual mandate of effective tax management and disciplined index tracking.

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Equities, Direct indexing, Tax loss harvesting, Tax management, Wealth manager, +2