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Nicholas Lee
Associate, Institutional Business Development at Parametric
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Work Experience
Sep 2020 - Present · 4 years and 3 months
Associate, Institutional Business Development
Jan 2023 - Present · 1 years and 11 months
Coordinator, Institutional Business Development
Sep 2020 - Jan 2023 · 2 years and 4 months
Global Trade Services Representative
Feb 2019 - Sep 2020 · 1 years and 7 months
Company Details
501-1000 Employees
Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer alternative strategies to complement clients’ core holdings.
Year Founded
1997
Social Media
Linkedin
Industry
Financial Services
HQ Location
800 Fifth Avenue Suite 2800 Seattle, Washington 98104, US
Keywords
financial advisorsinsitutional investingwealth managementtax-loss harvestingtax managementresponsible investingfactor investingcustom SMAsividend incomeemerging markets
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