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RB

Robert Barrett

Portfolio Manager at Ethic Inc.

NY , United States

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

OrganizationRoleDate RangeDetails
EthicPortfolio ManagerSep 2024 to Present
ParametricAssociate Portfolio ManagerAug 2023 to Sep 2024
ParametricSenior Investment AnalystJan 2023 to Jul 2023
ParametricInvestment AnalystNov 2021 to Jan 2023
ParametricTrade Settlement AssociateJul 2020 to Nov 2021
JPMorgan Chase & Co.Corporate Summer AnalystJun 2019 to Aug 2019

Education

University of Washington

Bachelor of Arts, Finance

2016 2020

Others at Ethic Inc. (4)

NameRoleLocation
B
Bahrudin Kajtezovic
Senior AssociateNew York, NY , United States
Heath Palos
Heath Palos
Portfolio ManagerWashington, DC , United States
Xiaoyue He
Xiaoyue He
Portfolio ManagerNew York, NY , United States
R
Rob Wilson
Portfolio ManagerNew York, NY , United States

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