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Regional Sales Directors Map


MANAGEMENT TEAM


David Michaud
Dave Michaud, CFA

Director of Wealth Management Solutions

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David Michaud
Dave Michaud, CFA

Dave co-leads the Wealth Management Solutions Group at Parametric, responsible for business development and client service in the RIA and family office market. He began his career in the investment management industry with Eaton Vance in 1994. He was previously vice president of Eaton Vance Distributors and national sales director in the firm’s Advisory Services Group. Dave earned a BS from Syracuse University’s Whitman School of Management and an MBA from Babson College’s F.W. Olin Graduate School of Business. He holds the Certified Financial Planner (CFP®) designation and Series 6, 7, 24, and 63 FINRA licenses. He is a CFA charterholder.

John Simchuck
John Simchuk, CFA

Director of Wealth Management Solutions

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John Simchuck
John Simchuk, CFA
John co-leads the Wealth Management Solutions Group at Parametric, 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 BA in business administration from the University of Washington. A CFA charterholder, John is a member of the CFA Society of Seattle and the Seattle Society of Financial Analysts. 
Bruce McIntosh
Bruce McIntosh

Wealth Advisory Support Manager

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Bruce McIntosh
Bruce McIntosh
Bruce is responsible for managing wealth advisor consultants in Parametric’s Wealth Management Solutions Group. Bruce joined Parametric in 2000. Prior to his current role, he supported business development and relationship management activities in the Midwest region. Bruce earned a BA in finance from Washington State University and an MBA in finance from Seattle University. 

SALES & CLIENT SERVICE


Northwest


Laura Foster
Laura Foster, CFA

Regional Director

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Laura Foster
Laura Foster, CFA
Laura is responsible for business development and relationship management in the northwest region. Laura joined Parametric in 2012 as a member of Parametric’s Client Service Team. She earned a BS in economics from the University of Washington. A CFA charterholder, Laura is a member of the CFA Society of Seattle. 
Bryan Cassill
Bryan Cassill

Wealth Advisor Consultant

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Bryan Cassill
Bryan Cassill
Bryan is responsible for supporting business development and relationship management activities in the northwest region. He joined Parametric in 2017 and has held roles within Parametric’s Client Service and Oversight Management Teams. Bryan earned a BS in finance from Linfield College in McMinnville, Oregon. 

Northern California


Bob Ellerbeck
Bob Ellerbeck, CIMA, CPWA

Regional Director

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Bob Ellerbeck
Bob Ellerbeck, CIMA, CPWA

Bob is responsible for business development and relationship management in the Northern California and Nevada region. Prior to joining Parametric/Eaton Vance in 2002, he spent 14 years at Morgan Stanley as a regional vice president for the Investment Consulting Services division. Bob earned degrees in economics and environmental science from the University of California, Santa Barbara. He earned his CIMA credentials from the Wharton School of Business and his CPWA designation from the Booth School of Business.

Briton Wheeler headshot
Briton Wheeler

Wealth Advisor Consultant

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Briton Wheeler headshot
Briton Wheeler
Briton is responsible for supporting business development and relationship management activities in the Northern California and Nevada region. He joined Parametric in January 2015. Prior to his current role, he led the Parametric Client Onboarding Team, providing service to RIA and family office clients. Briton earned a BBA in finance from Washington State University. 

Southern California & Arizona


Drew Dillon
Drew Dillon

Regional Director

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Drew Dillon
Drew Dillon

Drew is responsible for business development and relationship management in the Southern California and Arizona region. He began his career in the investment management industry with Eaton Vance in 2012. Drew earned a BA from Union College. He holds Series 6, 7, 63, and 66 FINRA licenses.

Far Salimian
Far Salimian

Wealth Advisor Consultant

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Far Salimian
Far Salimian
Far is responsible for supporting business development and relationship management activities in the Southern California and Arizona region. Prior to joining Parametric in 1998, Far was a senior relationship manager at Great-West Financial/One Orchard Equities, where he managed the firm’s corporate clients in the northwest region. He earned a BA in business administration from Seattle University’s Albers School of Business and Economics. 

Southwest


Steve Heck
Steve Heck, CFA

Regional Director

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Steve Heck
Steve Heck, CFA

Steve is responsible for business development and relationship management in the southwest region. Steve began his career in the investment management industry in 1993. Prior to joining Parametric/Eaton Vance in 2014, he was a director within the RIA, Family Office, and Bank Trust Division at MFS. He was previously affiliated with INVESCO’s separate account group as regional director, Smith Barney, and ADP. Steve earned a BS in business administration, with honors (magna cum laude, Phi Beta Kappa, Beta Gamma Sigma), from Wake Forest University. A CFA charterholder, he is a member of the CFA Institute and the CFA Society of Dallas/Fort Worth.

Shawn Klopp
Shawn Klopp

Wealth Advisor Consultant

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Shawn Klopp
Shawn Klopp
Shawn is responsible for supporting business development and relationship management activities in the southwest region. Shawn joined Parametric in December 2015. Prior to his current role, Shawn supervised Parametric’s Client Relations Team, providing service to RIA and family office clients. He earned a BBA in finance and marketing from Gonzaga University. 

Central


Paul Leonardo
Paul Leonardo

Regional Director

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Paul Leonardo
Paul Leonardo

Paul is responsible for business development and relationship management in the central region. Prior to joining Parametric/Eaton Vance in 2010, he was vice president of Wealth Advisor Services with Fidelity Investments Institutional Services Co. Paul earned a BS from St. Edward’s University.

Chuck Manning
Chuck Manning

Wealth Advisor Consultant

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Chuck Manning
Chuck Manning
Chuck is responsible for supporting business development and relationship management for Parametric’s central region. Prior to joining the Wealth Management Solutions Team, he worked for the Advisory Services Group at Eaton Vance, where he focused primarily on Socially Responsible and Fixed Income Funds. Chuck earned a bachelor’s degree in finance at Bentley University. 

Southeast


Ian Mcginn
Ian McGinn

Regional Director

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Ian Mcginn
Ian McGinn

Ian is responsible for business development and relationship management in the southeast region. Prior to joining Parametric/Eaton Vance in 2004, he was a financial advisor with Strategic Financial Partners. He earned a BA in international studies from Colby College and an MEd in foreign language education from Boston University. Ian holds Series 6, 7, 63, and 66 FINRA licenses.

JB Menefee
JB Menefee

Wealth Advisor Consultant

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JB Menefee
JB Menefee
JB is responsible for supporting business development and relationship management activities in the southeast region. JB joined Parametric in 2017 as a member of Parametric’s Client Service Team. He earned a BA in mathematics from the University of Washington. 

Mid-Atlantic


Luke Brodzinksi
Luke Brodzinski, CFP, CMFC

Regional Director

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Luke Brodzinksi
Luke Brodzinski, CFP, CMFC

Luke is responsible for business development and relationship management in the mid-Atlantic region. Prior to joining Parametric/Eaton Vance in 2016, he worked in the Advisory Services Group at Hartford Funds. Luke earned a BS in finance from La Salle University and an MBA from Villanova University. 

 
Richard Kelly
Rich Kelly

Wealth Advisory Desk Manager

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Richard Kelly
Rich Kelly
Rich is responsible for supporting business development and relationship management in the New England region as well as managing the team’s Boston-based wealth advisory consultants. Rich joined Parametric/Eaton Vance in 2005, before which he worked as a financial advisor with MetLife and as an account manager with State Street Corp. Rich earned a BA in management from the New England College of Business and holds Series 7, 24, 63, and 65 FINRA licenses.

East Central


Brian Blair
Brian Blair, CIMA

Regional Director

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Brian Blair
Brian Blair, CIMA
Brian is responsible for business development and relationship management in the east central region. Prior to joining Parametric/Eaton Vance in 2008, he was vice president of sales for First American Funds. He earned a BA from the University of Oregon. Brian earned his CIMA designation from the Wharton School of Business and holds Series 6, 7, and 63 FINRA licenses.
 
Alex Macrokanis
Alex Macrokanis

Wealth Advisor Consultant

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Alex Macrokanis
Alex Macrokanis
Alex is responsible for client service and relationship management among registered investment advisors in the east central region. Prior to joining Parametric in 2020, he worked at Eaton Vance as a business development associate raising new assets in a variety of mutual fund and SMA products while building relationships with RIAs throughout the central and western US. Alex earned a BA from Bates College majoring in history and minoring in East Asian studies.

Metro New York & Long Island


Dick Wilson
Dick Wilson

Regional Director

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Dick Wilson
Dick Wilson

Dick is responsible for business development and relationship management in the metro New York and Long Island region. Dick joined Parametric in 1998. Prior to joining Parametric, he was a regional director of marketing at New York Life and vice president of marketing at Flippin, Bruce & Porter. He received a BA in religion from Kenyon College.

Will Turner
Will Turner, CFA

Associate Regional Director

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Will Turner
Will Turner, CFA
Will is responsible for business development and relationship management in the metro New York and Long Island region. Will joined Parametric in 2013 and has held roles within Parametric’s Client Service and Portfolio Analysis Teams. He earned a BS in business administration with a concentration in financial management and services from California State University, Chico. A CFA charterholder, Will is a member of the CFA Society of New York.
Mike Reidy
Mike Reidy

Wealth Advisor Consultant

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Mike Reidy
Mike Reidy

 

New England


Daniel McCarthy
Dan McCarthy

Regional Director

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Daniel McCarthy
Dan McCarthy

Dan is responsible for business development and relationship management in the New England region. Prior to joining Parametric/Eaton Vance in 2007, he worked in sales at Natixis Global Advisors. Dan earned a BS from the Massachusetts Maritime Academy.

Jacob Rife
Jacob Rife

Wealth Advisor Consultant

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Jacob Rife
Jacob Rife
Jacob is responsible for supporting business development and relationship management activities in the New England region. He joined Parametric in 2015 and has held roles within Parametric’s Domestic Operations and Portfolio Analysis teams. Jacob earned a BA in business administration with a finance concentration from Western Washington University in Bellingham, Washington.

RELATIONSHIP MANAGERS


West


Andrew Beaton
Andrew Beaton, CFA, CAIA

Relationship Manager

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Andrew Beaton
Andrew Beaton, CFA, CAIA
Andrew is responsible for business development and relationship management for Parametric’s western states region. He joined Parametric in 2008 as a member of Parametric’s Client Service and Operations Teams. Andrew earned a BS in economics from the University of Washington. A CFA charterholder, Andrew is a member of the CFA Society of Seattle and the CFA Society of San Francisco.
Glenn Bowens
Glenn Bowens, CFA

Wealth Advisor Consultant

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Glenn Bowens
Glenn Bowens, CFA
Glenn is responsible for supporting business development and relationship management for Parametric’s western states region. Glenn joined Parametric in January 2015 and has held roles with Parametric’s Operations and Portfolio Analysis Teams. He earned a BS in management with a concentration in finance from the University of Massachusetts Boston. A CFA charterholder, Glenn is a member of the CFA Society of Seattle.

Central


Ted Hovivian
Ted Hovivian

Relationship Manager

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Ted Hovivian
Ted Hovivian
Ted 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 BA in business administration and management from Bryant University. He has been a frequent speaker in the managed accounts industry. 
Tristan Benoit
Tristan W. Benoit, CAIA, CIMA

Wealth Advisor Consultant

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Tristan Benoit
Tristan W. Benoit, CAIA, CIMA
Tristan is responsible for supporting business development and relationship management for Parametric’s central states region. Prior to joining Parametric in 2020, Tristan was an advisory specialist in the Eaton Vance Advisory Services Group focused on business development working with RIAs and trust companies. Tristan earned a BA in government from Dartmouth College. He is a CAIA® charterholder and earned his CIMA® designation through the Wharton School of Business. He holds Series 7, 63, and 65 FINRA licenses.

East


Daniel Clayton
Daniel Clayton

Relationship Manager

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Daniel Clayton
Daniel Clayton
Dan is responsible for business development and relationship management for Parametric’s eastern states region. Dan joined Parametric in 2005 as a member of Parametric’s Client Service Team. He earned a BA in finance from Western Michigan University. 
Quinn Christofferson
Quinn Christofferson

Wealth Advisor Consultant

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Quinn Christofferson
Quinn Christofferson
Quinn is responsible for supporting business development and relationship management for Parametric’s eastern states region. Prior to joining Parametric in August 2015, Quinn was a licensed financial advisor with Thrivent Financial. Since joining Parametric, he has most recently been supervising the Client Onboarding Team, providing service to RIA and family office clients. In addition to holding Series 7 and 66 FINRA licenses, Quinn earned BAs in both economics and political science from the University of Washington. 

Platforms


Jacob Greene
Jacob Greene

Relationship Manager

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Jacob Greene
Jacob Greene
Jacob is responsible for providing strategy and marketing support specific to platform relationships. Jacob joined Parametric in 2011. Prior to his current role, he supported all sales, client service, and marketing activities in the northwest region and led the Parametric Client Service Team for RIA and family office clients. He earned a BBA in finance from Pacific Lutheran University. 
Stephanie Hammond
Stephanie Hammond, CFA

Relationship Associate

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Stephanie Hammond
Stephanie Hammond, CFA
Stephanie is responsible for supporting strategy, sales, and marketing activities specific to platform relationships. Stephanie joined Parametric in 2015 as a sales support and performance analyst, providing firm and strategy data to internal partners. She earned a BS in finance from the University of Colorado at Boulder. A CFA charterholder, Stephanie is a member of the CFA Society of Seattle. 
Kristen Clark
Kristen Clark

Relationship Associate  

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Kristen Clark
Kristen Clark
Kristen is responsible for supporting strategy, sales, and marketing activities specific to platform relationships. Prior to joining Parametric in 2019, Kristen worked for Eaton Vance Investment Management as a college recruiting specialist within the Human Resources Department. She earned a BS in business administration from the University of New Hampshire.

Disclosure: Certain Parametric retail sales and client service personnel are FINRA licensed registered representatives of Parametric's affiliate Eaton Vance Distributors Inc., a FINRA-registered broker-dealer. Additional information about a representative's employment history, certifications, licenses, and disciplinary history can be obtained by visiting  FINRA's BrokerCheck.