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Jonathan Rocafort, CFA

Managing Director, Head of Fixed Income Solutions

Jon is Managing Director and Head of Parametric’s fixed income 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 former parent company, Eaton Vance) and has extensive experience in portfolio management.

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In finance since 2004
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Based in New York
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BS, Boston College

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Originally from Hamptons Bay,
New York

From this author

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Fixed income, Inflation, Market activity, Wealth manager, Institutional investor, +2
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Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income

Jonathan Rocafort}
Issac Kuo}

Could bond ladders be considered the direct indexing of the fixed income space? We think so.

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Direct indexing, Fixed income, Tax management, Responsible investing-SRI-ESG, Wealth manager, +2
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Fixed income, Wealth manager, Institutional investor