Blog Author Seattle

Jeff Wagner photo

Jeff Wagner, CFA

Senior Investment Strategist

Jeff supports the evolution and oversight of Custom Core®, working with internal stakeholders to help financial advisors and their clients get the most out of the strategy. Prior to joining Parametric in 2021, he was a portfolio specialist at Morningstar Investment Management, where he served as a subject matter expert for the firm’s equity and multiasset strategies. Jeff is a member of the CFA Society of Chicago.

Expertise icon
In finance since 2007
Location icon
Based in Chicago
Pedrigree icon

BA, psychology,
Michigan State University,
MBA, University of Chicago

From this author

Pyrrhic Victory: Sacrificing Pretax Returns at the Altar of Realized Losses
Blog post

Pyrrhic Victory: Sacrificing Pretax Returns at the Altar of Realized Losses
Jeff Wagner}
Jeremy Milleson}

by Jeff Wagner, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy

May 5, 2025

Like an army who wins a battle that inflicts a devastating toll on its own troops, pursuing losses without regard for risk would be a pyrrhic victory.
Read more
Tag icon
Tax management, Equities, Direct indexing, Volatility, Wealth manager, +2
Fine-Tuning Risk Management for Highly Volatile Stocks
Blog post

Fine-Tuning Risk Management for Highly Volatile Stocks
Jeremy Milleson}
Jeff Wagner}

by Jeremy Milleson, Director, Investment Strategy; Jeff Wagner, Senior Investment Strategist

April 3, 2024

How can investors manage risk in a volatile market driven by mega-cap stocks? Read why we think tax management needs to consider single-stock risk.

Read more
Tag icon
Tax management, Direct indexing, Wealth manager