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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.

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Investment professional 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

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