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 former 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

From this author

Blog post

Opportunities Emerge as Munis Come Back to Earth

by Jonathan Rocafort, Managing Director, SMA Portfolio Management

March 10, 2021

What’s behind a big surge in municipal bond yields? We look at how muni buyers can capitalize on recent volatility.

Blog post

2021 Bond Outlook: Will an Uneven Recovery Make Credit Research Even More Important?

by Jonathan Rocafort, Managing Director, SMA Portfolio Management; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management

January 4, 2021

After a year we’re all happy to put behind us, what’s in store for corporate and municipal credit in 2021? And how much stimulus will make it to struggling cities and states?

Fixed income Institutional investor Wealth manager

Blog post

Three Reasons to Hold On to Municipal Bonds in 2020

by Jonathan Rocafort, Managing Director, SMA Portfolio Management

February 3, 2020

Expect 2019’s positive conditions for municipal bonds to continue into 2020.

Market activity Fixed income Wealth manager

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