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MARKETING & CLIENT SERVICES
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Robert Breshock
Managing Director
Mr. Breshock is responsible for leading Parametric’s client service, marketing,
and sales to private clients, broker/dealer partners and institutional clients.
Prior to joining Parametric in 1998, Mr. Breshock was a Vice President with
Harris Bank and a Manager in the Family Wealth and Financial Planning practice
of Arthur Andersen & Co. Mr. Breshock received his BA in Economics from
Wabash College and his JD from Valparaiso University.
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Kurt Galley
Managing Director – Marketing & Client Service
Mr. Galley is responsible for the execution of Parametric’s marketing plan. In this capacity, he works with internal constituents from research, sales, portfolio management and business development to craft firm and product campaigns for delivery to Parametric’s network of advisor, consultant and program sponsor clients. In 13 years with Parametric he has held roles in the operations, marketing and sales groups. Mr. Galley received a B.A. in Communications from the University of Washington.
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Steve Kauffman, CFA
Managing Director - Sales & Client Service
Mr. Kauffman oversees all aspects of our sales and client service efforts. Formerly, he was Director of Parametric overlay management offering - OverlayOne. Prior to joining Parametric, Mr. Kauffman was Senior Consulting Group Analyst - Smith Barney and Futures & Options Trader - Columbia Futures Group. Mr. Kauffman received his BA Business Administration - Finance & Japanese, University of Washington.
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Jeff Brown, CFA
Vice President - Senior Relationship Manager
Mr. Brown is responsible for relationship management for Parametric's private
clients. Prior to joining Parametric, Mr. Brown was a Portfolio Manager for
Laird Norton Trust Company and an analyst with Quadra Capital Management (now
Quellos). Mr. Brown began his career with various posts at the Frank Russell
Company. Mr. Brown received his B.A. Business Administration - Finance,
University of Washington 1991 and is a member of the Seattle Society of
Financial Analysts.
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John Simchuk, CFA
Director - Marketing and Client Services
Mr. Simchuk is responsible for business development and relationship management
for Parametric's Western Region. Prior to joining Parametric, Mr. Simchuk was a
Principal and Portfolio Manager at Sirach Capital Management and a Client
Service Executive at the Frank Russell Trust Company. Mr. Simchuk received his
B.A. in Business Administration from the University of Washington and is a
member of the Seattle Society of Financial Analysts.
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Dick Wilson
Director - Marketing and Client Services
Mr. Wilson is responsible for business development and relationship management
for Parametric's Eastern Region. Mr. Wilson joined Parametric in 1998. His
previous associations include New York Life, Regional Director of Marketing;
and Flippin, Bruce & Porter Vice President of Marketing. Mr. Wilson received a
B.A. in Religion from Kenyon College.
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Megan Keaty
Director of Client Relations
Ms. Keaty is responsible for managing Parametric’s Client Relations Group - the team responsible for opening new accounts, directing cash flows, transition analysis work, reporting and communicating non-investment information to clients. Prior to joining Parametric in 2004, she was an Analyst at Harris myCFO in San Francisco. Ms. Keaty received her B.B.A in Marketing from Gonzaga University.
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Ted Hovivian
Director - Marketing and Client Services
Mr. Hovivian is responsible for business development and relationship management for Parametric's Central Region. Prior to joining Parametric, Mr. Hovivian was a Director in the Wealth Management divisions at both Charles River Development and Goldman Sachs, where he focused on products and platforms. Additionally, he worked at Bank of America, where he was responsible for building and running their Managed Account Group; developing one of the fastest growing programs in the industry. Mr. Hovivian earned a B.A in Business Administration and Management from Bryant University. Mr. Hovivian has been a frequent speaker in the Managed Accounts Industry.
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