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

Custom Extension: A Risk-Efficient Approach to Seeking Alpha
Blog post

Custom Extension: A Risk-Efficient Approach to Seeking Alpha
Jeff Wagner
Gregory Liebl

by Jeff Wagner, Senior Investment Strategist; Gregory Liebl, Director, Investment Strategy

August 28, 2026

Discover Parametric's Custom Extension, which integrates alpha generation, risk management and tax awareness into a single portfolio construction framework.
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Equities, Direct indexing, Tax management, Wealth manager, Institutional investor, +2
Factor Investing Endures Despite Tough 2025 for Quality Stocks
Blog post

Factor Investing Endures Despite Tough 2025 for Quality Stocks
Gregory Liebl
Jeff Wagner

by Gregory Liebl, Director, Investment Strategy; Jeff Wagner, Senior Investment Strategist

June 1, 2026

A tough year for quality stocks challenged investors in 2025. Explore why factor investing remains relevant and how multifactor strategies may help.
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Equities, Volatility, Market activity, Wealth manager, Institutional investor, +2
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