People sitting at a conference table

Institutional Contacts

James Barrett
James Barrett

Managing Director

Head of Client Development

Email

James Barrett
James Barrett
Mr. Barrett leads the Institutional Sales and Service team, which encompasses Business Development, Consultant Relations and Client Service teams targeting North American investors. He also oversees the Marketing and Wealth Management Sales teams. Prior to joining Parametric in 2011, James was with Russell Investments, where he held the position of Managing Director, Business Development - Americas. James earned a B.A. in Business Administration from the University of Washington.

Consultant Relations

Michi McDonough
Michi McDonough, CFA, CAIA

Managing Director - Head

of Consultant Relations

Email

Michi McDonough
Michi McDonough, CFA, CAIA
Ms. McDonough is responsible for the direct oversight of our consultant relations effort across North America and for the coordination of Parametric’s consultant relations efforts globally. She is also responsible for developing and maintaining relationships within the institutional investment consultant community. Prior to joining Parametric in 2013, Michi was Vice President and Consultant Relations Manager at Wellington Management. She earned a B.A. in Economics from Emory University and an MBA, magna cum laude, from Babson College. She is a CFA® charterholder and a member of the CFA Society of Boston and holds a CAIA designation.
Chris Wisdom
Christopher Wisdom, CFA, CAIA

Director

Consultant Relations

Email

Chris Wisdom
Christopher Wisdom, CFA, CAIA
Mr. Wisdom is responsible for developing and maintaining relationships within the institutional investment consultant community. He serves as a key contact for consultant inquiries and coordinates new business opportunities, working in conjunction with the Sales and Portfolio Management teams. Prior to joining Parametric in 2013, Chris held various roles at Dimensional Fund Advisors, MSCI, and Towers Watson. He earned a B.A. in Mathematics and Statistics from the University of Windsor. He is a CFA® charterholder and a member of the CFA Society of San Diego.
William Busch
William Busch

Associate Director

Consultant Relations

Email

William Busch
William Busch
Mr. Busch is responsible for developing and maintaining relationships within the institutional investment consultant community. Prior to joining Parametric in 2015, Bill held positions at State Street Global Advisors in Consultant Relations and as a Product Analyst. Bill earned a B. A. in Sociology and Spanish from Bowdoin College, and an MBA from the Carroll School of Management at Boston College.
Corinne Pekoske
Corinne Pekoske

Consultant Relations Coordinator

Email

Corinne Pekoske
Corinne Pekoske
Ms. Pekoske is responsible for supporting Parametric’s efforts to develop and maintain relationships within the investment consultant community.  Prior to joining Parametric in 2016, Corinne worked for Eaton Vance Investment Management in Boston as a co-supervisor in the mutual fund operations department.  She earned a B.S. in Business Administration from Northeastern University.

Business Development

Chris Uhas
Christopher Uhas, CFA

Director

Institutional Relationships

Eastern North America

Email

Chris Uhas
Christopher Uhas, CFA
Mr. Uhas joined Parametric in 2007* and is responsible for developing, coordinating, and executing sales and marketing strategies for Parametric’s products in the Eastern region of the United States and Canada.  Before entering the investment management industry, he was the Director of New Product Launch for Seagate Technology, based in Singapore, and also served for five years as a nuclear-trained submarine officer in the United States Navy. He earned a B.S. in Electrical Engineering from the University of Notre Dame, and an MBA from the University of Chicago Booth School of Business. He is a CFA® charterholder and a member of the CFA Society of Minnesota. *Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates® LLC on December 31, 2012. 
Brendan MacKenzie
Brendan MacKenzie, CFA

Associate Director

Institutional Relationships

Eastern North America

Email

Brendan MacKenzie
Brendan MacKenzie, CFA
Mr. MacKenzie is responsible for developing, coordinating, and executing sales and marketing strategies for Parametric’s products in the Northeast.  Prior to joining Parametric in 2016, Brendan worked in a Business Development role on the Defined Contribution & Sub-Advisory Services Team at Eaton Vance.  He earned a B.S. from the University of Vermont and an MBA from the Carroll Graduate School of Management at Boston College.  He is a CFA® charterholder and a member of the Boston Security Analysts Society.
Ben Lazarus
Ben Lazarus, CFA

Senior Director

Institutional Relationships

Western North America

Email

Ben Lazarus
Ben Lazarus, CFA
Mr. Lazarus joined the firm in 2004*. He is responsible for developing, coordinating, and executing the business development and client services plan for Parametric unique family of products with emphasis on the Western region of the United States and Canada. In addition, Ben works on developing and managing new partnerships for Parametric and has presented on the use of derivatives at different industry events. From 2015 to 2016, he was the Senior Vice President of US Sales at Nuveen Investments in Minneapolis, Minnesota. Ben earned a B.A. in Psychology from the University of California, San Diego and an MBA in Marketing and Strategic Management from the University of Minnesota. He is a CFA® charterholder and a member of the CFA Society of Minnesota. *Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates® LLC on December 31, 2012.
Julieanne Williams

Julianne Williams

Associate Director

Institutional Relationships

Western North America

Email

Julieanne Williams

Julianne Williams

Ms. Williams is responsible for building institutional relationships in the Western region of the United States. Prior to joining Parametric in 2015, Julie worked at Russell Investments as the Director of Client Service. She managed a global client service organization and oversaw more than 1,000 client relationships. She earned a B.A. in Political Science and Economics from Pacific Lutheran University.
Greg Baranivsky
Gregory Baranivsky, CFA

Director

Institutional Relationships

Central North America

Email

Greg Baranivsky
Gregory Baranivsky, CFA
Mr. Baranivsky is responsible for developing, coordinating, and executing the sales and marketing strategies for Parametric’s unique family of products in the Central sales territory. Prior to joining Parametric in 2010*, Greg spent 12 years at First American Funds/FAF Advisors (now Nuveen Asset Management) in various sales, national accounts, and product management leadership roles. Prior to First American Funds/FAF Advisors, Greg worked for Van Kampen Investments (now Invesco) within its product management group. He earned a B.A. from Benedictine University and an MBA from the Illinois Institute of Technology. He is a CFA® charterholder, is a member of the CFA Institute and the CFA Society of Minnesota where he previously served as a member of its board of directors. *Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates® LLC on December 31, 2012.
Greg Bauer
Gregory Bauer, CFA, CAIA

Director Institutional

Relationships Southeastern

North America

Email

Greg Bauer
Gregory Bauer, CFA, CAIA
Mr. Bauer is responsible for developing, coordinating, and executing the sales and marketing strategies for Parametric’s unique family of products in the Southeast region of the United States. Prior to joining Parametric in 2015, Greg worked at Crawford Investment Counsel where he was the Director of Institutional Services, responsible for leading the institutional sales and consultant relations efforts. Prior to Crawford, Greg worked for both Callan Associates and NEPC. Greg earned a B.A. from Brown University and an MBA from the Georgia Institute of Technology. Greg is a CFA® charterholder and a member of the CFA Society of Atlanta. He also holds a CAIA designation.
Dan Sullivan
Daniel Sullivan, CFA

Institutional Sales Associate

Email

Dan Sullivan
Daniel Sullivan, CFA

Mr. Sullivan is responsible for assisting the Director of Business Development in developing, coordinating, and executing the sales and marketing strategies for Parametric’s unique family of products throughout the Central sales territory. Prior to joining Parametric in 2012*, Dan worked at Eaton Vance Investment Management in Boston providing sales support to both the Wire and Independent channels of the retail business. He earned a B.A. in Business Economics from Providence College. He is a CFA® charterholder, is a member of the CFA Institute and the CFA Society of Minnesota.

*Reflects the year employee was hired by The Clifton Group, which was acquired by Parametric Portfolio Associates® LLC on December 31, 2012.

Client Relationship Management

Dan Ryan
Daniel Ryan

Managing Director

Client Relationship Management

Email

Dan Ryan
Daniel Ryan
Mr. Ryan is responsible for the direct oversight of our U.S. institutional client servicing efforts. This includes managing and directing the day-to-day activities of our relationship management team. Dan is also responsible for managing client relationships throughout the Western U.S. Prior to joining Parametric in 2013, Dan was Vice President and Senior Relationship Manager at State Street Global Advisors. He earned a B.A. in History from the University of Michigan.
Jason Chalmers
Jason Chalmers

Director

Client Relationship Management

Email

Jason Chalmers
Jason Chalmers
Mr. Chalmers is based in Boston and is responsible for managing client relationships throughout the Eastern United States. Prior to joining Parametric in 2014, Jason was a Vice President and Relationship Manager at Acadian Asset Management LLC. He earned a B.S., Economics, Northeastern University, and a M.S., Finance, Boston College Carroll School of Management.
Jeremy Smith
Jeremy Smith, CFA

Director

Client Relationship

Email

Jeremy Smith
Jeremy Smith, CFA
Mr. Smith has lead client relationship management responsibility for the Parametric’s Volatility Risk Premium clients. Prior to joining Parametric in May 2017, Jeremy worked for Allianz Life leading their Investment Management division’s Business Development team.  During his tenure at Allianz Life, Jeremy also held positions leading the Investment Management division’s Variable Annuity Advisory Management team and worked as a Senior Investment Analyst. He earned a Bachelor in Business Administration from the University of Minnesota Duluth. He is a CFA® charterholder and a member of the CFA Society of Minnesota.
Craig Letendre
Craig Letendre, CFA, CAIA

Relationship Management Associate

Email

Craig Letendre
Craig Letendre, CFA, CAIA
Mr. Letendre is responsible for managing Parametric’s Institutional client relationships and supporting the Client Relationship Management team. Prior to joining Parametric in 2015, Craig worked at NEPC, LLC where he was a Senior Analyst since 2010. In that position, Craig supported and serviced outsourced CIO clients, including endowments, foundations and taxable accounts, with asset allocation, portfolio implementation and rebalancing, policy formation and review, and investment manager selection. He earned a B.A. in Economics and American Studies from Brandeis University, and is working to complete an MBA in Finance at the University of Massachusetts at Amherst and holds a CAIA designation.
Malia Bandli
Malia Bandli

Relationship Management Associate

Email

Malia Bandli
Malia Bandli
Ms. Bandli is responsible for managing Parametric’s institutional client relationships and supporting the Client Relationship Management team. Previously, she was the manager of Parametric’s Client Relations department. Prior to joining Parametric in 2014, Malia worked at Russell Investments as a Conversion Manager responsible for onboarding and transition services for their trust and investment management clients. She has over fifteen years of industry experience dedicated to institutional client servicing and holds the FINRA Series 7 and 63 licenses.
Ashley Boecker
Ashley Boecker

Relationship Management Associate

Email

Ashley Boecker
Ashley Boecker
Ms. Boecker is responsible for the coordination and support of Parametric’s Institutional client relationships utilizing CEM (overlay) strategies. Prior to joining Parametric in 2014, Ashley was a member of the Financial Markets Program at the University of Minnesota Duluth where she co-managed the Utility Sector of the Bulldog Fund LLC. She earned a B.B.A. degree in Financial Markets - Finance and Marketing from the University of Minnesota Duluth. Ashley was awarded the Claritas® Investment Certificate in February 2015.