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Evan Rourke, CFA

Director, Portfolio Management

Evan is responsible for buy and sell decisions, portfolio construction, and risk management for Parametric’s tax-advantaged bond strategies. He joined the firm in 2009, originally as an employee of Parametric’s former parent company, Eaton Vance. Before joining Eaton Vance, Evan was a vice president in the tax-exempt fixed income group of M.D. Sass Investors Services and senior vice president in charge of Banco Popular’s municipal arbitrage account. He was previously affiliated with Prudential Securities; Kidder, Peabody & Co.; Paine Webber; and Municipal Arbitrage Applications.

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In finance since 1997
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Based in New York
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BA, Stony Brook University
MBA, University of Phoenix

From this author

Seeking to Achieve Optimal After-Tax Yields with Bond Ladders
Blog post

Seeking to Achieve Optimal After-Tax Yields with Bond Ladders
Bernie Scozzafava}
Evan Rourke}

by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management

March 27, 2024

Gross returns matter, but after-tax returns can matter more for bond investors seeking reliable income. See how to build a portfolio with the potential to enhance both.
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Fixed income, Tax management, Wealth manager