Parametric
Carrie Guan is an experienced professional in client relations, currently serving as a Senior Client Relations Associate at Morgan Stanley since January 2022, and previously as a Client Relations Associate at Parametric since October 2021. Prior roles include a Mutual Fund Services Representative and a Distribution Administration Intern at Eaton Vance, as well as various internships at State Street, encompassing positions such as Global Client Services Intern and Fund Accountant Intern. Carrie Guan holds a degree from Union College, graduating in 2020.
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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.