October 23, 2016 2:19 AM ET

Capital Markets

Company Overview of Parametric Portfolio Associates LLC

Company Overview

Parametric Portfolio Associates LLC is a privately owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, banking or thrift institutions, investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, corporations or other businesses, state or municipal government entities, other investment advisers, and insurance companies. The firm manages separate client-focused equity, fixed income, balanced, and commodity portfolios. It manages equity, fixed income, balanced, and commodity mutual funds. The firm invests in public equity, fixed income, derivatives, and commodity market...

1918 Eighth Avenue

Suite 3100

Seattle, WA 98101

United States

Founded in 1987





Key Executives for Parametric Portfolio Associates LLC

Chief Executive Officer, Manager, and Member of Enterprise Management Committee
Age: 48
Chief Administrative Officer, Manager, Secretary, and Member of Enterprise Management Committee
Managing Director and Global Head of Marketing
Head of Investment Management and Member of the Enterprise Management Committee
Managing Director of Marketing and Client Service
Compensation as of Fiscal Year 2016.

Parametric Portfolio Associates LLC Key Developments

Parametric Portfolio Associates LLC Appoints Marc Fiore as Managing Director, Global Head of Marketing for Parametric in the U.S. and Australia

Parametric Portfolio Associates LLC announced that Marc Fiore will assume the new position of Managing Director, Global Head of Marketing for Parametric in the U.S. and Australia. Mr. Fiore will be based in Parametric's Seattle headquarters and report to James Barrett, Managing Director and Head of Client Development. Mr. Fiore will focus on accelerating business growth by promoting the Parametric brand and building content-rich, data and technology-driven programs to effectively leverage the skills of the marketing team. Prior to joining Parametric, Mr. Fiore was Executive Director, Global Head of Strategic Marketing at MSCI where he spearheaded marketing efforts in the smart beta and ETF spaces. Prior to MSCI, Marc held various senior marketing and business development responsibilities in the USA and in Europe at American Express, Bankers Trust and AXA.

Parametric Portfolio Associates Appoints Julianne Williams as Associate Director of Business Development for Western Region

Parametric Portfolio Associates in Seattle added Julianne Williams as associate director of business development for the western region.

Parametric Portfolio Associates LLC Announces Board Appointments

Parametric Portfolio Associates LLC announced the addition of two new members to its institutional business development team: Gregory Bauer, Director – Business Development for the Southeast and, Julianne Williams, Associate Director – Business Development for the Western region. Mr. Bauer and Ms. Williams are reporting to James Barrett who leads the institutional sales and service team. The team currently includes 15 members, and focuses on building institutional relationships with consultants and investors by supporting relationship management, and assisting with consultative sales and service of Parametric's growing line of institutional offerings. In his new role, Mr. Bauer is responsible for promoting Parametric's products and developing business relationships in the Southeast region. Before joining the company, he was the Director of Institutional Services at Crawford Investment Counsel and had worked for the firm since 2011. Ms. Williams is based in Seattle and is focusing on building new business relationships in the Western region. She joins the company from Russell Investments where she was the Director of Client Service – Indexes, and was responsible for overseeing a global team that managed over 1,000 client account relationships.

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Recent Private Companies Transactions

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