Geoff Longmeier

Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.

Hamrick Investment Counsel LLC provides investment advice services. The firm manages investment portfolios for foundations, nonprofit organizations and individuals. It is an independent investment advisory firm. The company was founded by Roy A. Hamrick in 1988 and is headquartered in Seattle, WA.

Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The company is based in Bothell, WA.