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Parametric with Eaton Vance at Schwab IMPACT 2018

Join the industry’s largest gathering of experts and visionaries at the Walter E. Washington Convention Center in Washington, DC. Parametric and Eaton Vance will be at Booth 300 in the ESG section, where you can meet our experts, watch a demo of our Custom Core platform, and talk to our regional contacts. We look forward to seeing you there.

Visit us in the ESG section

Booth 300 | Oct. 28–31


Join us at our cocktail reception

Tuesday, October 30 | 2–4 p.m.

RPM Italian

650 K Street NW, Washington, DC 20001



Attend a Custom CoreTM platform demo

Learn more about our advisor platform and tools, such as our Benchmark Builder, ESG Screen Analyzer, Transition Analysis Explorer, and Tax Alpha Simulator.


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Demos will take place at Booth 300:

Monday, October 29 | 11:05 a.m.
Monday, October 29 | 12:35 p.m.
Monday, October 29 | 4:05 p.m.
Tuesday, October 30 | 11:05 a.m.
Tuesday, October 30 | 12:35 p.m.

Curious about the Custom Core platform?



Schedule a meeting with your Parametric regional contact

Use the email links below to schedule time with your contact during IMPACT. Unsure which region you’re in?
See our map.

Team management

Northwest region

John Simchuk
John Simchuk, CFA

Managing Director Head of Wealth Management

Email

John Simchuk
John Simchuk, CFA
Mr. Simchuk leads the Wealth Management Group at Parametric.  The Wealth Management Group is responsible for business development and client service in the Family Office and RIA market.  Prior to joining Parametric in 2003, John was a Principal and Portfolio Manager at Sirach Capital Management and a Client Service Executive at the Frank Russell Trust Company. He earned a B.A. in Business Administration from the University of Washington. He is a CFA® charter holder and is a member of the Seattle Society of Financial Analysts.
Andrew Beaton
Andrew Beaton, CFA

Regional Director

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Andrew Beaton
Andrew Beaton, CFA
Mr. Beaton is responsible for business development and relationship management for Parametric’s Western Region. Andrew joined Parametric in 2008 as a member of Parametric’s Client Service Team and Operations Group. He earned a B.S. in Economics from the University of Washington. He is a CFA® charterholder.

Northeast region

Southeast region

Dan Clayton
Daniel Clayton

Regional Director

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Dan Clayton
Daniel Clayton
Mr. Clayton is responsible for business development and relationship management for Parametric’s Northeast Region. Dan joined Parametric in 2005 as a member of Parametric’s Client Service Team. He earned a B.A. in Finance from Western Michigan University.
Laura Foster
Laura Foster, CFA

Regional Director

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Laura Foster
Laura Foster, CFA
Ms. Foster is responsible for business development and relationship management for Parametric’s Southeast Region. Laura joined Parametric in 2012 as a member of Parametric’s Client Service Team. She earned a B.S. in Economics from the University of Washington. She is CFA Charterholder and member of the CFA society of East Tennessee.

Central region

So. California/Rocky Mountain region

Ted Hovivian
Ted Hovivian

Regional Director 

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Ted Hovivian
Ted Hovivian
Mr. Hovivian is responsible for business development and relationship management for Parametric’s Central Region. Prior to joining Parametric in 2010, Ted was a Director in the Wealth Management divisions at both Charles River Development and Goldman Sachs, where he focused on products and platforms. Ted earned a B.A in Business Administration and Management from Bryant University. He has been a frequent speaker in the Managed Accounts Industry.
Kyle Lunde
Kyle Lunde

Regional Director

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Kyle Lunde
Kyle Lunde
Mr. Lunde is responsible for business development and relationship management for Southern California and the Mountain States. Prior to joining Parametric in 2016, Kyle was a Regional Director at Dimensional Fund Advisors working with RIAs in the Northwest. He is a Pacific Northwest native, and earned B.A. degrees in Economics and Business Administration from the University of Puget Sound and an MBA from the Michael G. Foster School of Business at the University of Washington. Kyle is pursuing his CFA® charter as a Level II candidate.

Mid-Atlantic region

Dick Wilson
Dick Wilson

Regional Director

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Dick Wilson
Dick Wilson
Mr. Wilson is responsible for business development and relationship management for Parametric’s Eastern Region. Dick joined Parametric in 1998. His previous associations include New York Life, Regional Director of Marketing, and Flippin, Bruce & Porter, Vice President of Marketing. He received a B.A. in Religion from Kenyon College.

Our onsite experts

If you’d like to meet with our experts at Schwab IMPACT, please stop by Booth 300 or schedule a meeting with your regional contact.

Jennifer Sireklove

Jennifer Sireklove, CFA
Director of Responsible Investing
Jennifer is responsible for all aspects of Parametric’s Responsible Investing Strategies. She works closely with advisors and consultants to design, develop, and implement portfolio solutions that incorporate their clients’ principles. Prior to joining Parametric in 2013, Jennifer was in equity research, covering the energy, utility, and industrial sectors.
She earned an MBA in finance from the University of Chicago and a BA in economics from Reed College.

Emily Gray

Emily Gray, CFA
Director of Product Management
Emily is responsible for the strategic positioning and development of Parametric’s Custom Core strategies. She joined Parametric in 2008. Prior to her role in product management, she was responsible for supporting business development and relationship management for Parametric’s Eastern Region. She earned a BA in finance from the University of Washington.

Conference details

Walter E. Washington Convention Center

Venue
Walter E. Washington Convention Center
801 Mount Vernon Place NW
Washington, DC 20001

Conference dates
Sunday, October 28, at 8:00 a.m. through
Wednesday, October 31, at 12:45 p.m.

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