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Paul Bouchey, CFA

Managing Director, Global Head of Research

Paul leads Parametric’s research and development activities. He has authored numerous academic and practitioner articles in publications such as the Journal of Portfolio Management, the Journal of Wealth Management, and the Journal of Index Investing. A CFA charterholder, he is a member of the CFA Society of Seattle.

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In finance since 1995
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Based in Seattle
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BA, math and physics,
Whitman College,
MS, finance and risk management,
University of Washington

From this author

Strengthen Your Client’s Core with Direct Indexing
Blog post

Strengthen Your Client’s Core with Direct Indexing
Paul Bouchey}

by Paul Bouchey, Managing Director, Global Head of Research

August 19, 2024

Find out how implementing a core-satellite portfolio with a direct indexing core may improve tax efficiency.
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Direct indexing, Tax management, Wealth manager