Matt Potter Email & Phone Number

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

Listed skills include Investments, Mutual Funds, Portfolio Management, Asset Management, and 6 others.