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Izabella Goldenberg, CFA

Senior Investment Strategist

Izabella is a senior member of Parametric’s Custom Core investment team, representing Parametric’s direct indexing capabilities and supporting research, portfolio management, and distribution with thought leadership and client engagement. Prior to joining Parametric in 2023, she was the US Head of Portfolio Strategy at Goldman Sachs Asset Management. Izabella is a CFA charterholder and member of the CFA Seattle Society.

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In finance since 2005
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Based in Seattle
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BS, economics and applied mathematical sciences,
University of Washington,
MEng, financial engineering,
Cornell University

From this author

Preparing Now for Mutual Fund Distributions in 2024
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Preparing Now for Mutual Fund Distributions in 2024
Izabella Goldenberg}
Jeremy Milleson}

by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy

March 11, 2024

Plan distributions now to reduce tax liabilities for the rest of 2024.
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Tax management, Direct indexing, Wealth manager