Profil
Mr. Brian C.
Barney, CFA, is a Managing Director of Institutional Portfolio Management & Trading at Parametric Portfolio Associates LLC.
He directs institutional portfolio strategies and is a municipal portfolio manager on Parametric’s Fixed Income Team.
He’s responsible for buy and sell decisions, portfolio construction, and risk management for the firm’s Tax-Advantaged Bond Strategies and joined the firm in 2008.
He began his career in the investment management industry in 2001.
Before joining Eaton Vance, he was affiliated with M.D.
Sass Tax Advantaged Bond Strategies, LLC, where he was vice president and municipal portfolio manager.
Mr. Barney earned a B.S.
in systems engineering from the University of Virginia.
He is a CFA charter holder.
Postes actifs de Brian Coady Barney
| Sociétés | Poste | Début |
|---|---|---|
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Portfolio Manager-Fixed Income | 01/01/2022 |
Anciens postes connus de Brian Coady Barney
| Sociétés | Poste | Fin |
|---|---|---|
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Portfolio Manager-Fixed Income | 01/12/2019 |
M. D. Sass LLC
M. D. Sass LLC Investment ManagersFinance M. D. Sass seeks to invest only where and when they believe that there is the potential to add value and where the related risk can be measured and controlled. This approach is applied to asset allocation decisions, as well as bond and equity selection. The firm’s philosophy has remained constant over the years and emphasizes rotating between sectors in order to be opportunistic and achieve high returns with low risk. | Portfolio Manager-Fixed Income | 01/01/2008 |
Formation de Brian Coady Barney
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
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| Entreprise privées | 4 |
|---|---|
M. D. Sass LLC
M. D. Sass LLC Investment ManagersFinance M. D. Sass seeks to invest only where and when they believe that there is the potential to add value and where the related risk can be measured and controlled. This approach is applied to asset allocation decisions, as well as bond and equity selection. The firm’s philosophy has remained constant over the years and emphasizes rotating between sectors in order to be opportunistic and achieve high returns with low risk. | Finance |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Finance |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Finance |
University of Virginia
University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















