Parametric
Nicholas Lee, CFA, is a finance professional with extensive experience in institutional relationship management and business development at Parametric, where roles include Senior Associate and Associate within the Institutional Business Development team since September 2020. Prior to this, Nicholas served as a Global Trade Services Representative at U.S. Bank from February 2019 to September 2020. Educational background includes a Bachelor of Arts degree in Business with a focus on Finance and International Business, as well as Spanish, obtained from Bethel University between 2015 and 2018.
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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.