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Jeffrey Brown
Director – Institutional Portfolio Manager at Parametric


Jeff is responsible for supporting development and distribution of Parametric’s investment products. Prior to joining Parametric in 2000, Jeff spent two years as a portfolio manager with Laird Norton Trust Company, where he worked closely with taxable clients to design, develop, and implement various portfolio solutions. He earned a BA in business from the University of Washington. A CFA charterholder, Jeff is a member of the CFA Society of Seattle and the Seattle Society of Financial Analysts.

Agenda Sessions

  • Direct Indexing Explained - What You Need to Know