Blog Author Seattle

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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

Long-Short Equity Strategy: Tax-Managed Portfolios for the Right Investor
Blog post

Long-Short Equity Strategy: Tax-Managed Portfolios for the Right Investor
Jeremy Milleson
Jeff Wagner

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

January 21, 2026

Learn why a tax-managed long-short strategy may be a powerful tool for pursuing tax efficiency, and why determining investor suitability is key for results.
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Tax management, Equities, Tax loss harvesting, Wealth manager, Institutional investor, +2
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