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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 is a vice president of Eaton Vance Distributors and national sales director in the firm’s Advisory Services Group, responsible for the sales and service of the firm’s offerings for the registered investment advisor, bank trust and private wealth communities. He began his career in the investment management industry with Eaton Vance in 1994. Previously, Dave was director of Eaton Vance’s Sub-Advisory and Defined Contribution – Investment Only (DCIO) Services. 

Dave earned a BS from Syracuse University’s Whitman School of Management and an MBA from Babson College’s FW Olin Graduate School of Business. He earned the Certified Financial Planner (CFP®) designation and is a CFA charterholder. He holds his Series 6, 7, 24 and 63 FINRA licenses.

 
John Simchuk
John Simchuk, CFA

Director of Wealth Management Solutions

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John Simchuk
John Simchuk, CFA
John 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 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 the Regional Representatives in the Wealth Management Group. The Regional Representatives support business development and relationship management activities in the family office and RIA market. Bruce joined Parametric in 2000. Prior to his current role he supported all sales and marketing activities in the Midwest region. Bruce earned a BA in finance from Washington State University and an MBA in finance from Seattle University.
Richard Kelly
Rich Kelly

Wealth Advisory Desk Manager

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Richard Kelly
Rich Kelly
 

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 for Parametric’s Southeast 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 East Tennessee.
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 for Parametric’s Southeast 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

Regional Director

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Bob Ellerbeck
Bob Ellerbeck

Bob is a vice president and regional sales representative in Eaton Vance’s Advisory Services Group, responsible for the sales and service of the firm’s offerings for the registered investment advisor, bank trust and private wealth communities. He joined Eaton Vance in 2002.

Bob began his career in the investment management industry in 1987. Prior to joining Eaton Vance, he spent 14 years at Morgan Stanley as a regional vice president for the Investment Consulting Services division. He also was a senior member of a small investment management firm, working with institutions and regional consulting firms on the West Coast.

Briton Wheeler headshot
Briton Wheeler

Regional Representative

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Briton Wheeler headshot
Briton Wheeler
Briton is responsible for supporting sales, client service, operational and marketing activities in the Northwest region and joined Parametric in January of 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

Andrew is a vice president of Eaton Vance Distributors and a strategy specialist in the firm’s Wealth Strategies Group. He is responsible for consulting with internal and external partners to craft security-level and portfolio-level solutions to challenges faced by wealthy investors. He began  his career in the investment management industry with Eaton Vance in 2012.

Andrew earned a BA from Union College. He holds Series 6, 7, 63 and 66 FINRA licenses.

Far Salimian

Wealth Advisor Consultant

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Far Salimian
Far is responsible for client service for Parametric’s Western 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 - 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 a vice president of Eaton Vance Distributors and regional sales representative in Eaton Vance’s Advisory Services Group, responsible for the sales and service of the firm’s offerings for the registered investment advisor, bank trust and private wealth communities in the Southwest. He joined Eaton Vance in 2014.

Steve began his career in the investment management industry in 1993. Before joining Eaton Vance, he was director of the ISG team 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. He is a member of the CFA Institute, CFA Society of DallasFort Worth and the FPA of Dallas-Fort Worth. He is a CFA charterholder.

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 Central region. Shawn joined Parametric in December of 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 a vice president of Eaton Vance Distributors and regional sales representative in Eaton Vance’s Advisory Services Group, responsible for the sales and service of the firm’s offerings for the registered investment advisor, bank trust and private wealth communities. He joined Eaton Vance in 2010.  Paul began his career in the investment management industry in 1997. Before joining Eaton Vance, he was vice president of Wealth Advisor Services with Fidelity Investments Institutional Services Co.

Paul earned a BS from St. Edwards University.

 
Chuck Manning
Chuck Manning

Wealth Advisor Consultant

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Chuck Manning
Chuck Manning
 

Southeast


Ian Mcginn
Ian McGinn

Regional Director

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Ian Mcginn
Ian McGinn

Ian is a vice president of Eaton Vance Distributors and regional sales representative in Eaton Vance’s  Advisory Services Group, responsible for the sales and service of the firm’s offerings for the registered investment advisor, bank trust and private wealth communities. He joined Eaton Vance in 2004. Ian began his career in the investment management industry in 2002. Before joining Eaton Vance, he was a financial advisor with Strategic Financial Partners (MetLife/New England Financial). He was previously a private school educator in Connecticut.

Ian earned a BA from Colby College and an MEd from Boston University. He holds his 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 for Parametric’s Wealth Management Group. 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 a vice president of Eaton Vance Distributors and regional sales representative in Eaton Vance’s Advisory Services Group, responsible for the sales and service of the firm’s offerings for the registered investment advisor, bank trust and private wealth communities. He joined Eaton Vance in 2016.  Luke began his career in the investment management industry in 2007. Before joining Eaton Vance, he was in the Advisory Services Group at Hartford Funds and a senior regional sales consultant at The Hartford Mutual Funds.

Luke earned a BS in finance from La Salle University and an MBA from Villanova University. He also earned the Certified Financial Planner (CFP®) designation and the Chartered Mutual Fund Counselor (CMFC®) designation.

 
Ben King
Ben King

Wealth Advisor Consultant

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Ben King
Ben King
Ben is responsible for supporting business development and relationship management activities for Parametric’s Mid-Atlantic region. Prior to joining Parametric in 2013, he worked at Preferred Lending Partners as a Credit Analyst. Ben earned an MBA and BS in finance from the University of Denver.
Mike Reidy
Mike Reidy

Wealth Advisor Consultant

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Mike Reidy
Mike Reidy

 

East Central


Brian Blair
Brian Blair

Regional Director

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Brian Blair
Brian Blair
Brian is a vice president of Eaton Vance Distributors and regional sales representative in Eaton Vance’s  Advisory Services Group, responsible for the sales and service of the firm’s offerings for the registered investment advisor, bank trust and private wealth communities. He joined Eaton Vance in 2008. Brian began his career in the investment management industry in 1999. Before joining Eaton Vance,  he was vice president of sales for First American Funds. He was previously affiliated with Columbia Management Group. Brian earned a BA from the University of Oregon. He holds the Certified Investment Management Analyst (CIMA®) designation, which he earned at the University of Pennsylvania’s Wharton School of Business. He also holds his Series 6, 7 and 63 FINRA licenses.
 
Alex Macrokanis
Alex Macrokanis

Wealth Advisor Consultant

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Alex Macrokanis
Alex Macrokanis
 

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 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 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 for Parametric’s Mid-Atlantic region. Will joined Parametric in 2013 and has held roles within Parametric’s Client Service Team as well as Portfolio Analysis and Reporting. 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.
Ben King
Ben King

Wealth Advisor Consultant

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Ben King
Ben King
Ben is responsible for supporting business development and relationship management activities for Parametric’s Mid-Atlantic region. Prior to joining Parametric in 2013, he worked at Preferred Lending Partners as a Credit Analyst. Ben earned an MBA and BS in finance from the University of Denver.
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

Daniel is a vice president of Eaton Vance Distributors and regional sales representative in Eaton Vance’s Advisory Services Group, responsible for the sales and service of the firm’s offerings for the registered investment advisor, bank trust and private wealth communities. He joined Eaton Vance in 2007. Dan began his career in the investment management industry in 1993. Before joining Eaton Vance, he worked in sales at Natixis Global Advisors. He was previously affiliated with Putnam Investments and PaineWebber.

Dan earned a BS from Massachusetts Maritime Academy.

 
Richard Kelly
Rich Kelly

Wealth Advisory Desk Manager

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Richard Kelly
Rich Kelly
 

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 Northwest region. He joined Parametric in 2008 as a member of Parametric’s Client Service Team and operations group. 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 sales, client service, operational, and marketing activities in the Northwest region. Glenn joined Parametric in January of 2015 and has held roles in Parametric’s Operations Team as well as portfolio analysis and reporting. 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 Benoit, CAIA®, CIMA®

Wealth Advisor Consultant

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Tristan Benoit
Tristan Benoit, CAIA®, CIMA®
 

East


Dan Clayton
Daniel Clayton

Relationship Manager

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Dan Clayton
Daniel Clayton
Dan 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 BA in finance from Western Michigan University.
Quinn Christopherson
Quinn Christofferson

Wealth Advisor Consultant

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Quinn Christopherson
Quinn Christofferson
Quinn is responsible for supporting sales, client service, operational, and marketing activities in the Northeast region. Prior to joining Parametric in August of 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 both the Series 7 and 66 Securities licenses, Quinn also earned BA degrees 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 to key client 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.

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.