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Institutional Contacts – North America
 
Management Team
Chris Uhas photo

Chris Uhas, CFA

Managing Director, Head of Institutional Business Development

Chris Uhas, CFA

Managing Director, Head of Institutional Business Development

Chris 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.

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Michi Diaz McDonough, CFA, CAIA

Managing Director, Head of Client and Consultant Relations

Michi Diaz McDonough, CFA, CAIA

Managing Director, Head of Client and Consultant Relations

Michi is a member of Parametric’s Executive Committee and leads Parametric’s Consultant Relations and Institutional Client Relationship Management Teams. Michi also co-chairs the Morgan Stanley Investment Management Diversity Council whose mission it is to advance diversity, equity and inclusion at Morgan Stanley. Prior to joining Parametric in 2013, she was vice president and consultant relations manager at Wellington Management. Michi earned a BA in economics from Emory University and an MBA, magna cum laude, from Babson College. A CFA charterholder, Michi is a member of the CFA Society of Boston and holds the CAIA designation.

Business Development
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Gregory Bauer, CFA, CAIA

Senior Director

Southeastern Region

Gregory Bauer, CFA, CAIA

Senior Director

Greg is responsible for developing, coordinating, and executing institutional business development strategies in the southeastern US. 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 BA from Brown University and an MBA from the Georgia Institute of Technology. A CFA charterholder, Greg is a member of the CFA Society of Atlanta and also holds a CAIA designation.

Chris Powers photo

Chris Powers, CFA, CAIA

Director

Northeastern Region & Canada

Chris Powers, CFA, CAIA

Director

Chris 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.

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Bryan Sandvig

Director

Central Region

Bryan Sandvig

Director

Bryan is responsible for developing, coordinating, and executing institutional business development strategies in the central US. Prior to joining Parametric in 2017, Bryan worked at Cornerstone Capital Management as vice president of business development, where he managed institutional relationships and consultant relations. Bryan began his investment career at First Trust Portfolios as an internal consultant for exchange-traded funds and separately managed accounts in the southeast region of the United States. He earned a BA in business and economics from Wheaton College in Wheaton, Illinois.

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Jesse Cauble

Director

Western Region

Jesse Cauble

Director

Jesse is responsible for developing, coordinating, and executing institutional business development strategies throughout the Western US. Jesse joined the Institutional Business Development team in 2018, where he partnered with territory directors to develop relationships with Institutional Investors in the Western and Central US. A Parametric employee since 2016, Jesse has also held positions on the Institutional Relationship Management team and Client Relations Broker/Dealer team. Jesse attended Chapman University (Orange, CA) where he earned a BS in finance from the George L. Argyros School of Business and Economics.

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Natalie Moorse

Senior Associate, Business Development

Eastern Region & Canada

Natalie Moorse

Senior Associate, Business Development

Natalie is responsible for supporting external-facing institutional sales professionals in developing, coordinating, and executing institutional business development strategies throughout the eastern US 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 BA in business administration and marketing.

Consultant Relations
Jaylene Howard photo

Jaylene Howard, CFA, CAIA

Director

Western Region

Jaylene Howard, CFA, CAIA

Director

Jaylene is responsible for developing and maintaining relationships with institutional investment consulting firms in the western US. 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 as a consulting director at Russell Investments, where she was responsible for delivering market and economic insights and portfolio strategy advice to investment professionals and individual investors. She earned a BA in economics and history from Gonzaga University. A CFA charterholder and a CAIA charterholder, Jaylene is a member of the CFA Society of Seattle. Jaylene currently serves on the board of Seattle Preparatory School.

William Busch photo

William Busch

Director

Eastern Region & Canada

William Busch

Director

Bill 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 BA in sociology and Spanish from Bowdoin College and an MBA from the Carroll School of Management at Boston College.

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Corinne Pekoske

Associate Director

Corinne Pekoske

Associate Director

Corinne is responsible for developing and maintaining relationships within the institutional investment consultant community. Prior to joining Parametric in 2016, Corinne worked for Eaton Vance in Boston as a co-supervisor in the mutual fund operations department. She earned a BS in business administration from Northeastern University.

Client Relationship Management
Daniel Ryan photo

Daniel Ryan

Senior Director

Western Region

Daniel Ryan

Senior Director

Dan is responsible for managing client relationships throughout the western US. Prior to joining Parametric in 2013, Dan was vice president and senior relationship manager at State Street Global Advisors. He earned a BA in history from the University of Michigan.

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Jeremy Smith, CFA

Director

Central Region

Jeremy Smith, CFA

Director

Jeremy has led client relationship management responsibilities for Parametric’s Midwest 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 BA in business administration from the University of Minnesota Duluth. A CFA charterholder, Jeremy is a member of the CFA Society of Minnesota.

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Jason Chalmers

Director

Eastern Region

Jason Chalmers

Director

Jason 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. He earned a BS in economics at Northeastern University and an MS in finance at Boston College Carroll School of Management.

Institutional Distribution Services
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Haley Strandberg

Manager, Institutional Distribution Services

Haley Strandberg

Manager, Institutional Distribution Services

Haley is responsible for managing the Institutional Distribution Services Team that supports the sales and servicing efforts of Parametric’s institutional client base. Haley and her team work diligently with teams across the enterprise to provide a seamless and timely experience for our investors. Haley joined Parametric in 2017 as part of the Client Relations Team, where she was responsible for account onboarding and servicing of retail accounts. She later joined the institutional relationship management team in 2019. She earned a BA in business administration with a focus in finance and operations and supply chain management from the University of Washington.

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Kyle Buswell, CFA

Senior Associate, Client Relationship Management

Kyle Buswell, CFA

Senior Associate, Client Relationship Management

Kyle is responsible for supporting the Institutional Relationship Management Team across Parametric’s suite of products. Kyle joined Parametric in 2015 as part of the client relations team, where he was responsible for account onboarding and servicing. He earned a BA in international studies from the University of Washington. A CFA charterholder, Kyle is a member of the CFA Society of Seattle.

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Rose Bruchu

Associate, Consultant Relations

Rose Bruchu

Associate, Consultant Relations

Rose is responsible for developing and maintaining relationships within the institutional investment consultant community. Prior to joining Parametric in 2020, Rose worked at RBC Wealth Management as an operations associate in the Alternative Investment Group. She earned a degree in business administration from Point Loma Nazarene University.

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Carly Fehringer

Associate, Client Relationship Management

Carly Fehringer

Associate, Client Relationship Management

Carly is responsible for supporting the Institutional Relationship Management team in providing services to Parametric’s Institutional clients. Carly joined Parametric in 2020 on the Portfolio Accounting team, where she was responsible for reconciling holdings within portfolios on a cost basis and tax lot level, before moving to the Institutional Relationship Management team in 2022. She earned a BA in finance and economics from Seattle University.

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Laura McFerrin

Coordinator, Client and Consultant Relations

Laura McFerrin

Coordinator, Client and Consultant Relations

Laura is responsible for the coordination and support of Parametric’s efforts to develop and maintain relationships with clients and consultants within the investment community. Laura joined Parametric in 2017 as a Senior Administrative Specialist supporting the CIO and investment team. She later joined the Institutional Relationship Management team in 2020. Prior to joining Parametric, she worked at Pine River Capital Management as an Administrative Assistant – Operations. She earned a BS in Mass Communications with an emphasis in Public Relations from Minnesota State University, Mankato.

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Nick Lee

Coordinator, Business Development

Eastern Region & Canada

Nick Lee

Coordinator, Business Development

Nick is responsible for the coordination and support of Parametric’s institutional sales professionals across the eastern US and Canada. Prior to joining Parametric in 2020, Nick worked at U.S. Bank as a Global Trade Services Representative. He attended Bethel University, where he earned a BA in spanish and business, emphasis in finance and international business.