Blog Author Seattle

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Paul Bouchey, CFA

Managing Director, Global Head of Research

Paul leads Parametric’s research and development activities. He has authored numerous academic and practitioner articles in publications such as the Journal of Portfolio Management, the Journal of Wealth Management, and the Journal of Index Investing. A CFA charterholder, he is a member of the CFA Society of Seattle.

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In finance since 1995
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Based in Seattle
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BA, math and physics,
Whitman College,
MS, finance and risk management,
University of Washington

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Originally from Richland,
Washington

From this author

Strengthen Your Clients’ Cores with Direct Indexing
Blog post

Strengthen Your Clients’ Cores with Direct Indexing
Paul Bouchey}
Natalie Miller}

by Paul Bouchey, Managing Director, Global Head of Research; Natalie Miller, Director, Investment Strategy

August 7, 2023

There’s still a role for active management for high-net-worth investors—as long as their overall portfolio is efficient enough. See how a core-satellite structure can make it work.
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Direct indexing, Tax management, Wealth manager