Jeremy is responsible for Parametric’s tax-managed equity strategies. As the lead strategist for Custom Core®, he works closely with taxable clients and advisors to design, develop, and implement custom portfolio solutions. He was previously a portfolio manager on the Custom Core team for six years. Prior to joining Parametric in 2012, Jeremy worked as an instructor in economics at the University of Washington and as a private client associate for Bernstein Investment Research and Management.
In finance since 2000
Based in Seattle
BS, economics, MA, economics, University of Washington