Parametric
Allie Neese, CFA has a diverse work experience. Allie started their career as a Financial Counseling Intern at Lutheran Social Services in 2011. Allie then worked as an Intern at Wells Fargo for a few months before joining the UMD Financial Markets Program as a Healthcare Sector Analyst and Student Director. In 2012, they joined Parametric as an Investment Analyst and later transitioned to the role of Associate Portfolio Manager. From 2019 to 2021, they served as the Continuous Improvement Manager at Parametric before being promoted to the position of Director of Product Management in April 2021. Allie's experience showcases their expertise in financial analysis and management, as well as their ability to take on leadership roles.
Allie Neese, CFA, obtained their Bachelor's degree in Financial Markets Finance from the University of Minnesota Duluth, which they completed from 2008 to 2012. In 2016, they also obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.
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Parametric
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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.