Samuel Hodge, CFA, is an experienced portfolio manager currently with Parametric since January 2018, where responsibilities include constructing optimized equity index portfolios, maximizing tax efficiency, monitoring index changes, and providing performance attribution. Prior to this role, Samuel worked at Verus Investments as a Senior Analyst, focusing on client portfolio performance tracking and manager monitoring. Additionally, Samuel has held various analytical positions, including an internship at Russell Investments, where research on global economies was conducted, and an internship at BNY Mellon, involving analytics and index updates. Samuel holds a Bachelor's Degree in Business-Finance from Pacific Lutheran University and is currently pursuing an MBA at the UW Foster School of Business.
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