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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.

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In finance since 2007
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Based in Chicago
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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.
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Tax management, Equities, Direct indexing, Volatility, Wealth manager, +2