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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
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Senior Portfolio ConsultantSeiOaks, Pa, Us -
Director Of Investment ServicesSei Jun 2013 - PresentOaks, PaI 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. -
Principal And Head Of Client ServiceLockwell Investments Llc Aug 2010 - Dec 2012Greater New York City AreaLockwell was a boutique Small Cap Value asset manager whose founders had previously worked together at Morgan Stanley. -
Client Portfolio ManagerInvesco Ltd. Jun 2010 - Jul 2010Greater Philadelphia Area -
Portfolio SpecialistMorgan Stanley Investment Management Nov 1996 - May 2010Greater Philadelphia Area -
Performance AnalystJanney Montgomery Scott Mar 1994 - Nov 1996Greater Philadelphia Area -
Project DirectorGfk (Formerly Known As Arbor, Inc.) May 1990 - Mar 1994Media, Pa
Matt Potter Skills
Matt Potter Education Details
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Psychology -
Psychology
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.
Not the Matt Potter you were looking for?
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Matt Potter
O'Hara Scholar At The University Of Notre Dame | Accountancy, Finance, And Italian Majors | Minors In Real Estate And TheologyNotre Dame, In1jiffi.org -
Matt Potter
San Francisco Bay Area4dlfi.com, delphiventures.com, delphiventures.com, delphiventures.com1 +165085XXXXX
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Matt Potter
St Paul, Mn2cloudbeds.com, onerooftop.com1 (855) 7XXXXXXX
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2pottercontracting.com, pottercontracting.com
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