Ricky Fong
Portfolio Manager-Aktien bei Parametric Portfolio Associates LLC
Profil
Mr. Richard Fong, CFA, is a Managing Director of Investment Strategy at Parametric Portfolio Associates LLC.
He leads a team of investment professionals responsible for designing, trading, and managing overlay portfolios.
He joined Parametric in 2010 (originally as an employee of the Clifton Group, which was acquired by Parametric in 2012), and he supports management of LDI and options-based risk management solutions.
He received his BA in financial economics from Gustavus Adolphus College and is a member of the CFA Society of Minnesota.
Aktive Positionen von Ricky Fong
Unternehmen | Position | Beginn |
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Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Portfolio Manager-Aktien | 01.11.2014 |
Ausbildung von Ricky Fong
Gustavus Adolphus College | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 1 |
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Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Finance |