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Thomas Lee, CFA

Co-President and Chief Investment Officer

Tom is a member of Parametric’s Executive Committee and leads Parametric’s investment teams, including research, strategy, portfolio management, and trading. As co-president and CIO, he coordinates resources, aligns priorities, establishes processes for achieving clients’ investment objectives, and acts as a voting member of all the firm’s investment committees. Tom has authored many articles on topics ranging from liability-driven investing to the volatility risk premium. Prior to joining Parametric in 1994, he spent two years working for the board of governors of the Federal Reserve in Washington, DC. Tom is a member of the CFA Society of Minnesota.

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In finance since 1994
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Based in Minneapolis
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BS, economics,
MBA, finance,
University of Minnesota

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Direct indexing, Tax management, Responsible investing-SRI-ESG, Fixed income, Wealth manager, +2