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Nisha Patel, CFA

Managing Director

Nisha is a senior portfolio manager and is responsible for overseeing the investment process and risk management for Parametric’s fixed income portfolios. She joined the firm in 2009 (originally as an employee of Parametric’s former parent company, Eaton Vance). Nisha began her career in the investment management industry as a portfolio manager with M.D. Sass in 2006. She is a member of the New York Society of Security Analysts. She regularly appears on Bloomberg and CNBC to discuss municipal bonds, the Fed, and the US macro environment.

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In finance since 2006
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Based in New York
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 BS, business administration,
Boston University

From this author

Fixed Income Tax Loss Harvesting: Realizing Losses No Matter When They Occur
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Fixed Income Tax Loss Harvesting: Realizing Losses No Matter When They Occur
Nisha Patel}
Nicholas Stahelski}

by Nisha Patel, Managing Director; Nicholas Stahelski, Vice President, Portfolio Manager

April 10, 2025

Learn how an “all weather” approach to fixed income tax loss harvesting helps to add value in any market climate.
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Fixed income, Tax management, Volatility, Wealth manager, +1
Is Your Fixed Income Manager Delivering Tax Alpha?
Blog post

Is Your Fixed Income Manager Delivering Tax Alpha?
Nisha Patel}
Nicholas Stahelski}

by Nisha Patel, Managing Director; Nicholas Stahelski, Vice President, Portfolio Manager

January 14, 2025

Tax loss harvesting remains a reliable strategy for adding value in any market environment.

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Fixed income, Tax management, Wealth manager