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Jonathan Rocafort, CFA

Managing Director, Head of Fixed Income Solutions

Jon is Managing Director and Head of Parametric’s fixed income business and serves as a portfolio manager responsible for buy and sell decisions, portfolio construction, and risk management for the firm’s Tax-Advantaged Bond Strategies. He joined the firm in 2009 (originally as an employee of Parametric’s former parent company, Eaton Vance) and has extensive experience in portfolio management.

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In finance since 2004
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Based in New York
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BS, Boston College

From this author

Midyear Fixed Income Outlook: Solid but Slowing, a Favorable Environment for Fixed Income
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Midyear Fixed Income Outlook: Solid but Slowing, a Favorable Environment for Fixed Income
Jonathan Rocafort}

by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions

June 21, 2024

Economic resilience and the year-to-date increase in yields may simply prolong and enhance what we see as an attractive opportunity in fixed income.

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Fixed income, Inflation, Market activity, Wealth manager, Institutional investor, +2
Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income
Blog post

Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income
Jonathan Rocafort}
Issac Kuo}

by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions; Issac Kuo, Managing Director, Portfolio Management and Head of Quantitative Research

January 16, 2024

Could bond ladders be considered the direct indexing of the fixed income space? We think so.
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Direct indexing, Fixed income, Tax management, Responsible investing-SRI-ESG, Wealth manager, +2