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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.

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In finance since 2006
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Based in New York
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 BS, business administration,
Boston University

From this author

Fixed Income Tax-Loss Harvesting: A Year-Round Opportunity
Blog post

Fixed Income Tax-Loss Harvesting: A Year-Round Opportunity
Nisha Patel
Nicholas Stahelski

by Nisha Patel, Managing Director; Nicholas Stahelski, Vice President, Portfolio Manager

July 13, 2026

Here’s why market volatility, rising yields and shifting Fed expectations may create tax-loss harvesting opportunities for fixed income investors year round.
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Fixed income, Tax-loss harvesting, Tax management, Volatility, Wealth manager, +2
Integrating Ongoing Tax Management Is Key: Cerulli Report
Blog post

Integrating Ongoing Tax Management Is Key: Cerulli Report
Nisha Patel
Jeremy Milleson

by Nisha Patel, Managing Director; Jeremy Milleson, Director, Investment Strategy

February 19, 2026

Cerulli Associates found that integrating ongoing tax management is now foundational as advisors embed tax awareness across equity and fixed income portfolios.
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Equities, Tax management, Tax-loss harvesting, Fixed income, Wealth manager, +2