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Thomas Bernard Lee

Co-President, Chief Investment OfficerParametric Portfolio Associates LLCCRD 2686076

About Thomas Bernard Lee

Thomas Bernard Lee is listed as Co-President, Chief Investment Officer at Parametric Portfolio Associates LLC in Seattle, WA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Parametric Portfolio Associates LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Thomas Bernard Lee work?

Thomas Bernard Lee is listed as Co-President, Chief Investment Officer at Parametric Portfolio Associates LLC on SEC Form ADV.

How much of Parametric Portfolio Associates LLC does Thomas Bernard Lee own?

Form ADV reports a beneficial ownership band of Under 5%.

Parametric Portfolio Associates LLC

TitleCo-President, Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2019
View Parametric Portfolio Associates LLC →