Tom Lee, CIO and Co-President of Parametric: How I Invest Podcast

In this episode of the How I Invest Podcast, Thomas Lee, CIO and Co-President of Parametric, outlines Parametric’s mission to democratize institutional investment tools for high-net-worth and retail clients. He highlights innovations like direct indexing, tax-loss harvesting and portfolio customization, made possible by advances in technology, operational process enhancements, and financial innovations like fractional shares. These tools allow clients to align investments with personal values, manage concentrated positions and optimize for taxes.

The conversation also explores the role of active vs. passive investing, the future of alternatives in model portfolios and the importance of clear communication in leadership. Tom shares career insights on resilience, nonlinear growth, and decision-making under uncertainty. He underscores Parametric’s philosophy: customization, long-term partnerships and a service-driven innovation in asset management.