Nisha Patel, CFA

Managing Director

Nisha is a senior portfolio manager and is responsible for overseeing the investment process and risk management for Parametric’s fixed income portfolios. She joined the firm in 2009 (originally as an employee of Parametric’s former parent company, Eaton Vance). Nisha began her career in the investment management industry as a portfolio manager with M.D. Sass in 2006. She is a member of the New York Society of Security Analysts. She regularly appears on Bloomberg and CNBC to discuss municipal bonds, the Fed, and the US macro environment.

In finance since 2006

Based in New York

BS, business administration,
Boston University

Nisha Patel, CFA

From this author

Active Tax Loss Harvesting in Fixed Income: Checking In at Midyear

Customize to Optimize: Combining Fixed Income and Direct Indexing

Fixed Income Tax Loss Harvesting: Realizing Losses No Matter When They Occur

Tax Optimized Ladders: Elevating Taxes as a Crucial Element of Customization in Fixed Income Portfolios

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