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Institutional Contacts

James Barrett
James Barrett

Managing Director

Head of Client Development

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James Barrett
James Barrett
Mr. Barrett leads the Institutional Sales and Service team, which encompasses Business Development, Consultant Relations and Client Service teams targeting North American investors. He also oversees the Marketing and Wealth Management Sales teams. Prior to joining Parametric in 2011, James was with Russell Investments, where he held the position of Managing Director, Business Development - Americas. James earned a B.A. in Business Administration from the University of Washington.

Client and Consultant Relations

Michi McDonough
Michi McDonough, CFA, CAIA

Head of Client and Consultant Relations

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Michi McDonough
Michi McDonough, CFA, CAIA
Ms. McDonough is responsible for the direct oversight of our consultant relations effort across North America and for the coordination of Parametric’s consultant relations efforts globally. She is also responsible for developing and maintaining relationships within the institutional investment consultant community. Prior to joining Parametric in 2013, Michi was Vice President and Consultant Relations Manager at Wellington Management. She earned a B.A. in Economics from Emory University and an MBA, magna cum laude, from Babson College. She is a CFA® charterholder and a member of the CFA Society of Boston and holds a CAIA designation.

Client Relations

Dan Ryan
Daniel Ryan

Senior Director

Client Relationship Management

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Dan Ryan
Daniel Ryan
Mr. Ryan is responsible for the direct oversight of our U.S. institutional client servicing efforts. This includes managing and directing the day-to-day activities of our relationship management team. Dan is also responsible for managing client relationships throughout the Western U.S. Prior to joining Parametric in 2013, Dan was Vice President and Senior Relationship Manager at State Street Global Advisors. He earned a B.A. in History from the University of Michigan.
Jason Chalmers
Jason Chalmers

Director

Client Relationship Management

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Jason Chalmers
Jason Chalmers
Mr. Chalmers is based in Boston and is responsible for managing client relationships throughout the Eastern United States. Prior to joining Parametric in 2014, Jason was a Vice President and Relationship Manager at Acadian Asset Management LLC. He earned a B.S., Economics, Northeastern University, and a M.S., Finance, Boston College Carroll School of Management.
Jeremy Smith
Jeremy Smith, CFA

Director

Client Relationship Management

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Jeremy Smith
Jeremy Smith, CFA
Mr. Smith has lead client relationship management responsibility for the Parametric’s Volatility Risk Premium clients. Prior to joining Parametric in May 2017, Jeremy worked for Allianz Life leading their Investment Management division’s Business Development team.  During his tenure at Allianz Life, Jeremy also held positions leading the Investment Management division’s Variable Annuity Advisory Management team and worked as a Senior Investment Analyst. He earned a Bachelor in Business Administration from the University of Minnesota Duluth. He is a CFA® charterholder and a member of the CFA Society of Minnesota.
Ashley Boecker
Ashley Pirkl

Manager

Relationship Management

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Ashley Boecker
Ashley Pirkl
Ms. Pirkl is responsible for providing leadership and management to direct reports while the team supports relationship managers and their institutional clients. Ashley designs, develops and enhances relationship management systems and team processes to ensure the Relationship Management Team is providing excellent client service. Ashley is also the lead on Parametric’s external Institutional Center, ensuring continuous enhancements and overview of capabilities to clients. Previously, Ashley was a member of Parametric’s Reporting Team where she was responsible for completing RFPs and data requests related to the firm, client accounts, and composites. Prior to joining Parametric in 2014, she earned a B.B.A. degree in Financial Markets - Finance and Marketing from the University of Minnesota Duluth. Ashley was awarded the Investment Foundation Certificate in February 2015.
Malia Bandli
Malia Bandli

Relationship Management Associate

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Malia Bandli
Malia Bandli
Ms. Bandli is responsible for managing Parametric’s institutional client relationships and supporting the Client Relationship Management team. Previously, she was the manager of Parametric’s Client Relations department. Prior to joining Parametric in 2014, Malia worked at Russell Investments as a Conversion Manager responsible for onboarding and transition services for their trust and investment management clients. She has over fifteen years of industry experience dedicated to institutional client servicing and holds the FINRA Series 7 and 63 licenses.

Consultant Relations

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Jaylene Howard, CFA, CAIA

Director

Consultant Relations

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Jaylene Howard, CFA, CAIA
Ms. Howard is responsible for developing and maintaining relationships with institutional investment consulting firms in the western U.S. In her role, she partners with institutional consultants, building awareness of Parametric’s capabilities in investment management and implementation services. Prior to joining Parametric in 2018, Jaylene worked at Canterbury Consulting as a Consultant providing strategic investment advice to endowments, foundations, corporations and ultra-high net worth families. Before that, she worked at Russell Investments as a Consulting Director where she was responsible for delivering market and economic insights and portfolio strategy advice to investment professionals and individual investors. She earned a B.A. in Economics and History from Gonzaga University. She is a CFA charterholder and a CAIA charterholder. Jaylene currently serves on the board of Seattle Preparatory School and is a member of the CFA Society of Seattle.
William Busch
William Busch

Director

Consultant Relations

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William Busch
William Busch
Mr. Busch is responsible for developing and maintaining relationships within the institutional investment consultant community. Prior to joining Parametric in 2015, Bill held positions at State Street Global Advisors in Consultant Relations and as a Product Analyst. Bill earned a B. A. in Sociology and Spanish from Bowdoin College, and an MBA from the Carroll School of Management at Boston College.
Craig Letendre
Craig Letendre, CFA, CAIA

Associate Director

Consultant Relations

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Craig Letendre
Craig Letendre, CFA, CAIA
Mr. Letendre is responsible for managing Parametric’s Institutional client relationships and supporting the Client Relationship Management team. Prior to joining Parametric in 2015, Craig worked at NEPC, LLC where he was a Senior Analyst since 2010. In that position, Craig supported and serviced outsourced CIO clients, including endowments, foundations and taxable accounts, with asset allocation, portfolio implementation and rebalancing, policy formation and review, and investment manager selection. He earned a B.A. in Economics and American Studies from Brandeis University, and is working to complete an MBA in Finance at the University of Massachusetts at Amherst and holds a CAIA designation.
Corinne Pekoske
Corinne Pekoske

Consultant Relations Coordinator

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Corinne Pekoske
Corinne Pekoske
Ms. Pekoske is responsible for supporting Parametric’s efforts to develop and maintain relationships within the investment consultant community.  Prior to joining Parametric in 2016, Corinne worked for Eaton Vance Investment Management in Boston as a co-supervisor in the mutual fund operations department.  She earned a B.S. in Business Administration from Northeastern University.

Business Development

Chris Uhas
Christopher Uhas, CFA

Managing Director

Head of Institutional

Business Development

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Chris Uhas
Christopher Uhas, CFA
Mr. Uhas joined Parametric in 2007* and is responsible for leading Parametric’s institutional business development team, working closely with investors in the United States and Canada.  Before entering the investment management industry, he was the Director of New Product Launch for Seagate Technology, based in Singapore, and also served for five years as a nuclear-trained submarine officer in the United States Navy. He earned a B.S. in Electrical Engineering from the University of Notre Dame, and an MBA from the University of Chicago Booth School of Business. He is a CFA® charterholder and a member of the CFA Society of Minnesota. *Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates® LLC on December 31, 2012. 
Ben Lazarus
Ben Lazarus, CFA

Senior Director

Institutional Relationships

Western North America

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Ben Lazarus
Ben Lazarus, CFA
Mr. Lazarus joined the firm in 2004*. He is responsible for developing, coordinating, and executing the business development and client services plan for Parametric unique family of products with emphasis on the Western region of the United States and Canada. In addition, Ben works on developing and managing new partnerships for Parametric and has presented on the use of derivatives at different industry events. From 2015 to 2016, he was the Senior Vice President of US Sales at Nuveen Investments in Minneapolis, Minnesota. Ben earned a B.A. in Psychology from the University of California, San Diego and an MBA in Marketing and Strategic Management from the University of Minnesota. He is a CFA® charterholder and a member of the CFA Society of Minnesota. *Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates® LLC on December 31, 2012.
Greg Baranivsky
Gregory Baranivsky, CFA

Director

Institutional Relationships

Central North America

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Greg Baranivsky
Gregory Baranivsky, CFA
Mr. Baranivsky is responsible for developing, coordinating, and executing the sales and marketing strategies for Parametric’s unique family of products in the Central sales territory. Prior to joining Parametric in 2010*, Greg spent 12 years at First American Funds/FAF Advisors (now Nuveen Asset Management) in various sales, national accounts, and product management leadership roles. Prior to First American Funds/FAF Advisors, Greg worked for Van Kampen Investments (now Invesco) within its product management group. He earned a B.A. from Benedictine University and an MBA from the Illinois Institute of Technology. He is a CFA® charterholder, is a member of the CFA Institute and the CFA Society of Minnesota where he previously served as a member of its board of directors. *Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates® LLC on December 31, 2012.
Bryan Sandvig

Bryan Sandvig

Associate Director

Institutional Relationships 

Central North America

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Bryan Sandvig

Bryan Sandvig

Mr. Sandvig is responsible for building institutional relationships in the Central region of the United States. Prior to joining Parametric in 2017, Bryan worked at Cornerstone Capital Management as Vice President, Business Development where he managed institutional relationships. He earned a B.A. in Business and Economics degree from Wheaton College (Wheaton, IL). 
Greg Bauer
Gregory Bauer, CFA, CAIA

Director Institutional

Relationships Southeastern

North America

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Greg Bauer
Gregory Bauer, CFA, CAIA
Mr. Bauer is responsible for developing, coordinating, and executing the sales and marketing strategies for Parametric’s unique family of products in the Southeast region of the United States. Prior to joining Parametric in 2015, Greg worked at Crawford Investment Counsel where he was the Director of Institutional Services, responsible for leading the institutional sales and consultant relations efforts. Prior to Crawford, Greg worked for both Callan Associates and NEPC. Greg earned a B.A. from Brown University and an MBA from the Georgia Institute of Technology. Greg is a CFA® charterholder and a member of the CFA Society of Atlanta. He also holds a CAIA designation.
Chris Powers
Chris Powers, CFA, CAIA

Director

Institutional Relationships

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Chris Powers
Chris Powers, CFA, CAIA
Mr. Powers is responsible for coverage of institutional investors in the Northeast (US) and Canada. Prior to joining Parametric in 2018 Chris spent 5 years at RBC Global Asset Management as a Director on the institutional sales team covering the Northeast (US). Prior to RBC Chris spent 2.5 years at Eaton Vance. He earned a Bachelors of Science in Economics from Trinity College (CT). He is a CFA and CAIA charterholder and a member of the CFA Society of Boston.
Natalie Kintop
Natalie Kintop

Sales Associate

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Natalie Kintop
Natalie Kintop
Ms. Kintop is responsible for supporting external-facing institutional sales professionals in developing, coordinating, and executing the sales and marketing strategies for Parametric’s unique family of products throughout the Eastern United States and Canada. Previously, Natalie was a member of Parametric’s Product Marketing Team where she was responsible for creating and maintaining sales and marketing collateral across multiple channels. Prior to joining Parametric in 2017, Natalie attended the University of St. Thomas in Minnesota where she earned her B.A. in Business Administration and Marketing. 
Jesse Cauble
Jesse Cauble

Sales Associate

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Jesse Cauble
Jesse Cauble
Mr. Cauble is responsible for the coordination and support of Parametric’s Institutional client relationships utilizing Customized Exposure Management (overlay) and Engineered Alpha strategies. Previously, Jesse was a member of the Client Relations team where he was responsible for servicing existing accounts, as well as onboarding new accounts for high net worth clients utilizing specific Parametric products. Prior to joining Parametric in 2016, Jesse attended Chapman University in California where he earned a B.S. degree in Finance from the George L. Argyros School of Business and Economics. 
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