Jordan is a member of the Manager Strategies team at Wilmington Trust Investment Advisors, Inc., the investment advisory arm of Wilmington Trust and M&T Bank. He conducts third-party manager due diligence of alternative investment strategies including hedge funds, private equity, and private real estate. Jordan has nearly a decade of investment industry experience. Prior to joining Wilmington Trust in 2014, Jordan worked with PNC for nearly two years in the Investment Advisor Research Group, conducting due diligence on alternative investment strategies. Earlier in his career, he spent four years researching hedge funds and serving as a fundamental equity analyst at Lionstone Capital Management in New York. Jordan began his investment career in 2005 at Natixis Capital Markets in New York working closely with the CLO, RMBS, and hedge fund lending businesses. He holds a master’s degree in engineering from Columbia University and a bachelor’s degree in mathematics from the University of Vermont. Jordan is a CFA® charterholder.

Head of Equity and Nontraditional Investments Matthew Glaser is responsible for overseeing equities, nontraditional investments, and manager research for Wilmington Trust Investment Advisors, Inc., the investment advisory arm of Wilmington Trust and M&T Bank. Matt has more than two decades of experience in financial services and the investment management industry. He previously worked for Lazard Asset Management as a managing director and portfolio manager of the Lazard Master Alternatives Fund. Earlier in his career, he served as chief of investment strategies and executive managing director at Turner Investments, where he was a member of the Executive Management Group, Enterprise Risk Committee, and had oversight responsibility for the Turner Spectrum Fund. Matt also worked at Susquehanna International Group and as a managing director at J.P. Morgan and Robertson Stephens. He began working in the investment field in 1995. Matt holds an MBA from Columbia University and a bachelor’s degree from Wesleyan University. He serves on the board of directors of SquashSmarts, a nonprofit academic and athletic mentoring program based in Philadelphia, and formerly served on the board of the investment firm Cramer Rosenthal McGlynn, LLC in New York.

Xiaozhen is supervisor for Parametric’s Private Client Direct Group that manages US, developed non-US, and global Custom Core® portfolios, primarily serving Parametric’s wealth management, family office, and institutional client base. She has been with the company since 2000. She earned a PhD in economics and an MS in physics from the University of Washington.

Jennifer is responsible for portfolio management with the Private Client Direct Portfolio Management Team, and was previously a portfolio manager in the Centralized Portfolio Management Group. Prior to joining Parametric in 2005, Jennifer was an Investment Associate at Merrill Lynch for five years where she specialized in financial planning and portfolio construction. She earned a BA in economics and a minor in mathematics from Colgate University.