Ricky Fong

Portfolio Manager-Equities at Parametric Portfolio Associates LLC

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Profile

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.

Ricky Fong active positions

Companies	Position	Start
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, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.	Portfolio Manager-Equities	2014-10-31

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Training of Ricky Fong

Gustavus Adolphus College

Undergraduate Degree

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Private companies	1
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, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.	Finance