Jonathan Rocafort, CFA
Managing Director, SMA Portfolio Management
Jon leads Parametric’s fixed income municipal SMA business and serves as a portfolio manager responsible for buy and sell decisions, portfolio construction, and risk management for the firm’s Tax-Advantaged Bond Strategies. He joined the firm in 2009 (originally as an employee of Parametric’s parent company, Eaton Vance) and has extensive experience in portfolio management.
Investment professional since 2004
Based in New York
BS, Boston College
Originally from Hamptons Bay,
New York