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Jeff Wagner, CFA

Senior Investment Strategist

Jeff supports the evolution and oversight of Custom Core®, working with internal stakeholders to help financial advisors and their clients get the most out of the strategy. Prior to joining Parametric in 2021, he was a portfolio specialist at Morningstar Investment Management, where he served as a subject matter expert for the firm’s equity and multiasset strategies. Jeff is a member of the CFA Society of Chicago.

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In finance since 2007
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Based in Chicago
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BA, psychology,
Michigan State University,
MBA, University of Chicago

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Originally from Detroit

From this author

Fine-Tuning Risk Management for Highly Volatile Stocks
Blog post

Fine-Tuning Risk Management for Highly Volatile Stocks
Jeremy Milleson}
Jeff Wagner}

by Jeremy Milleson, Director, Investment Strategy; Jeff Wagner, Senior Investment Strategist

April 3, 2024

How can investors manage risk in a volatile market driven by mega-cap stocks? Read why we think tax management needs to consider single-stock risk.

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Tax management, Direct indexing, Wealth manager