Matt Potter

Matt Potter Email and Phone Number

Senior Portfolio Consultant @ SEI
Oaks, PA, US
Matt Potter's Location
Oaks, Pennsylvania, United States, United States
Matt Potter's Contact Details
About Matt Potter

I support the delivery of advice-driven asset management solutions for financial advisors using SEI solutions and their clients. This includes custom investment case analysis and proposal support for financial advisors, as well as technical investment support for financial advisors and relationship managers. I am also a regular speaker at SEI and advisor-sponsored events on topics such as the economy and financial markets. I have nearly 30 years of experience in the financial services industry.Certain statements that I make may constitute “forward-looking statements” within the meaning of the rules and regulations of the Securities and Exchange Commission. Forward-looking statements include information concerning future strategic objectives, business prospects, anticipated savings, financial results (including expenses, earnings, liquidity, cash flow and capital expenditures), industry or market conditions, demand for and pricing of our products, acquisitions and divestitures, anticipated results of litigation and regulatory developments or general economic conditions. In addition, words such as “believes,” “expects,” “anticipates,” “intends,” “plans,” “estimates,” “projects,” “forecasts,” and future or conditional verbs such as “will,” “may,” “expect”, “believe, “continue”, “appear, “could,” “should,” and “would,” as well as any other statement that necessarily depends on future events, are intended to identify forward-looking statements. Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions. Although we make such statements based on assumptions that we believe to be reasonable, they can be inaccurate and there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Many of these factors are beyond our control and subject to change. We caution investors not to rely unduly on any forward-looking statements and urge you to carefully consider the risks described in our filings with the Securities and Exchange Commission from time to time, including our most recent Annual Report on Form 10-K and subsequent Forms 10-Q, which are available on seic.com and the SEC’s website at sec.gov. We expressly disclaim any obligation to update any forward-looking statement in the event it later turns out to be inaccurate, whether as a result of new information, future events or otherwise.https://seic.com/socialmpotter@seic.com

Matt Potter's Current Company Details
SEI

Sei

View
Senior Portfolio Consultant
Oaks, PA, US
Website:
seic.com
Employees:
4230
Matt Potter Work Experience Details
  • Sei
    Senior Portfolio Consultant
    Sei
    Oaks, Pa, Us
  • Sei
    Director Of Investment Services
    Sei Jun 2013 - Present
    Oaks, Pa
    I work with a team of investment professionals with three distinct responsibilities: technical investment support for advisors and SEI sales/relationship managers; providing “investment committee” level analysis and observations resulting in mandate support for mutual funds, separately managed account managers, and non-SEI funds; and investment messaging and support for advisors and end clients.
  • Lockwell Investments Llc
    Principal And Head Of Client Service
    Lockwell Investments Llc Aug 2010 - Dec 2012
    Greater New York City Area
    Lockwell was a boutique Small Cap Value asset manager whose founders had previously worked together at Morgan Stanley.
  • Invesco Ltd.
    Client Portfolio Manager
    Invesco Ltd. Jun 2010 - Jul 2010
    Greater Philadelphia Area
  • Morgan Stanley Investment Management
    Portfolio Specialist
    Morgan Stanley Investment Management Nov 1996 - May 2010
    Greater Philadelphia Area
  • Janney Montgomery Scott
    Performance Analyst
    Janney Montgomery Scott Mar 1994 - Nov 1996
    Greater Philadelphia Area
  • Gfk (Formerly Known As Arbor, Inc.)
    Project Director
    Gfk (Formerly Known As Arbor, Inc.) May 1990 - Mar 1994
    Media, Pa

Matt Potter Skills

Investments Mutual Funds Portfolio Management Asset Management Alternative Investments Equities Asset Allocation Hedge Funds Fixed Income Investment Management

Matt Potter Education Details

Frequently Asked Questions about Matt Potter

What company does Matt Potter work for?

Matt Potter works for Sei

What is Matt Potter's role at the current company?

Matt Potter's current role is Senior Portfolio Consultant.

What is Matt Potter's email address?

Matt Potter's email address is ma****@****aol.com

What is Matt Potter's direct phone number?

Matt Potter's direct phone number is +161021*****

What schools did Matt Potter attend?

Matt Potter attended University Of Pennsylvania, Haverford College.

What skills is Matt Potter known for?

Matt Potter has skills like Investments, Mutual Funds, Portfolio Management, Asset Management, Alternative Investments, Equities, Asset Allocation, Hedge Funds, Fixed Income, Investment Management.

Who are Matt Potter's colleagues?

Matt Potter's colleagues are Anthony Flores, Dan Jones, David Hernandez, Michael Giacoponello, Carlos Figueroa, Colleen Thompson, Kalel Mcclure.

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    Founder And Ceo Of Potter Contracting
    Silverdale, Pa
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