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About
Robert Barrett is a Portfolio Manager at ETHIC INC. in New York, where he is responsible for overseeing portfolio construction and management with an emphasis on sustainable and ESG-focused investment strategies. In his current role, he specializes in multi-asset class portfolios that integrate environmental, social, and governance criteria into both security selection and risk management processes.
Previously, Robert served as Associate Portfolio Manager and Senior Investment Analyst at Parametric, where he developed expertise in customized portfolio solutions, with a focus on public equities and multi-asset mandates. His background includes experience in quantitative analysis, portfolio risk assessment, and implementing tax-managed investment strategies for institutional and high-net-worth clients.
Robert holds a Bachelor of Arts in Finance from the University of Washington. He is recognized for his commitment to sustainable investing and has contributed to advancing responsible investment practices within the portfolio management community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ethic | Portfolio Manager | Sep 2024 to Present | — |
| Parametric | Associate Portfolio Manager | Aug 2023 to Sep 2024 | — |
| Parametric | Senior Investment Analyst | Jan 2023 to Jul 2023 | — |
| Parametric | Investment Analyst | Nov 2021 to Jan 2023 | — |
| Parametric | Trade Settlement Associate | Jul 2020 to Nov 2021 | — |
| JPMorgan Chase & Co. | Corporate Summer Analyst | Jun 2019 to Aug 2019 | — |
Education
University of Washington
Bachelor of Arts, Finance
2016 — 2020
Others at Ethic Inc. (4)
| Name | Role | Location |
|---|---|---|
B Bahrudin Kajtezovic | Senior Associate | New York, NY , United States |
| Portfolio Manager | Washington, DC , United States | |
| Portfolio Manager | New York, NY , United States | |
R Rob Wilson | Portfolio Manager | New York, NY , United States |
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