Jeff Brown, CFA

Director, Institutional Portfolio Manager

Jeff is responsible for supporting development and distribution of Parametric’s investment products. Prior to joining Parametric in 2000, Jeff spent two years as a portfolio manager with Laird Norton Trust Company, where he worked closely with taxable clients to design, develop, and implement various portfolio solutions. He earned a BA in business from the University of Washington. A CFA charterholder, Jeff is a member of the CFA Society of Seattle and the Seattle Society of Financial Analysts.

Investment professional since 1992

Based in Seattle

BA, finance,
University of Washington

Originally from Puyallup,
Washington

From this author

Blog post

GRAT Expectations: Why More Investors Are Turning to Grantor-Retained Annuity Trusts

by Jeff Brown, Director, Institutional Portfolio Manager

June 1, 2021

Amid low interest rates and volatile asset values, high-net-worth individuals are taking a fresh look at a powerful wealth transfer tool—grantor-retained annuity trusts, or GRATs.

Blog post

How to Use Customized Portfolios to Boost Yield

by Jeff Brown, Director, Institutional Portfolio Manager; James Roccas, Managing Director, Investment Strategy

February 15, 2021

How far can investors go in pursuit of excess return? We share some strategies that can help—as long as the added risk isn’t too intimidating.

Factors Overlay Institutional investor , +1

Blog post

Four Ways to Navigate Market Volatility

by Thomas Lee, Chief Investment Officer, Equities and Derivatives; Jeff Brown, Director, Institutional Portfolio Manager

March 25, 2020

Disciplined investing isn’t always easy in volatile markets—but patient investors will see their discipline rewarded.

Market activity Tax management Volatility , +1

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