General Investing >> Money Manager Interviews >> March 10, 2022

Direct Indexing Allows Customization, Tax Optimization

Brown, Jeff
Jeff Brown, CFA is Director-Institutional Portfolio Manager at Parametric Portfolio Associates LLC. Mr. Brown is responsible for supporting development and distribution of Parametric’s investment products. Prior to joining Parametric in 2000, Mr. Brown 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 B.A. in business from the University of Washington. A CFA charterholder, Mr. Brown is a member of the CFA Society of Seattle and the Seattle Society of Financial Analysts. Profile
Word count 3,492

TWST: With the Fed sharply reducing bond purchases and planning increases in interest rates, markets are in an interesting place. Can you offer a high-level view of how