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Richard Fong, CFA

Managing Director, Overlay Solutions

Ricky is co-lead of Parametric’s Overlay Solutions Team. He has extensive experience designing and implementing policy-driven overlay portfolios for institutional investors. Since joining Parametric in 2010, Ricky has specialized in a variety of overlay applications, including rebalancing and completion strategies, options-based strategies, and liability-driven investing. Ricky is a member of the CFA Society of Minnesota.

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In finance since 2010
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Based in Minneapolis
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BA, financial economics,
Gustavus Adolphus College

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Overlay, Liability-driven investing, Institutional investor