William CFA
Associate Regional Director, WMS, Eaton Vance Distributors, Inc. Member FINRA/SIPC at Parametric Portfolio Associates - Seattle, Seattle, Washington
William CFA's Colleagues at Parametric Portfolio Associates
William CFA's Contact Details
(206) 694-5500
Parametric Portfolio Associates
William CFA's Company Details
Parametric Portfolio Associates
Seattle, Seattle, Washington • 1000 - 4999 EmployeesInvestment Bank/Securities Brokerage
Parametric has been providing engineered portfolio solutions to institutional and private clients for over a quarter of a century, with a sharp focus on implementation excellence and client-specific customization. As Parametric’s capabilities have grown, so has their firm. In 2007, theirformed Parametric Risk Advisors LLC in Westport, CT and added options-based strategies to their products and services. In 2012, they acquired The Clifton Group, an institutionally focused asset management firm that also traces its roots to the mid 1980’s as providers of highly customized solutions. And, in order to meet the needs of institutions in Australia, they established offices in Sydney in 2014. Today, Parametric offers systematic alpha strategies that seek to outperform designated benchmarks on a risk-adjusted basis by applying systematic, rules-based asset class exposure. theirr customized exposure management solutions use individual securities, exchange-traded funds, futures, options and other derivative instruments to construct and manage portfolios to assist clients in meeting their market exposure, risk management, tax management and return objectives.