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Ryan Merritt Email & Phone Number
Institutional OCIO Portfolio Manager
at
SEI
1 work email found
@iadt.edu
1 phone found area 248
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Institutional OCIO Portfolio Manager
Location
Greater Philadelphia, United States, United States
Company size
Who is Ryan Merritt? Overview
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Quick answer
Ryan Merritt is listed as Institutional OCIO Portfolio Manager at SEI, a company with 4230 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at iadt.edu, phone signal with area code 248, and a matched LinkedIn profile for Ryan Merritt.
Ryan Merritt previously worked as Institutional Client Relationship Manager at Sei and Alternative Investment Trade Operations - Assistant Vice President at Bnp Paribas Financial Services. Ryan Merritt holds Ba, Finance, 3.55/4 from Michigan State University.
Company email context
Email format at SEI
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{first_initial}{last}@iadt.edu
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AeroLeads found 1 current-domain work email signal for Ryan Merritt. Compare company email patterns before reaching out.
Profile bio
About Ryan Merritt
Passionate and results-driven Institutional Client Relationship Manager with a proven track record overseeing complex asset pools. I specialize in delivering Outsourced Chief Investment Officer (OCIO) solutions, partnering with healthcare, foundation/endowment, and corporate markets. My approach involves utilizing goals-based investing to design holistic portfolios, considering client objectives, risk tolerances, and liquidity needs.I've successfully managed complex institutional client relationships, collaborating with senior executives like CFOs, CEOs, Investment Committees, and Board of Directors. In a fiduciary capacity, I analyze and advise on diverse asset accounts, from balance sheet assets to endowed accounts and donor-advised funds. Notable achievements include guiding Pension Plans through the liability buyout process, developing custom portfolios with ESG and Impact investing themes, and creating borrowing strategies in preparation for significant capital outlays for multiple Universities.My expertise extends to coordinating with over 100 investment professionals, utilizing market specialists, and portfolio managers to educate Investment Committees on public asset classes and alternative investments. My core competencies include Portfolio Construction, Risk Management, Client Retention, and more.My commitment is not just to manage assets but to build lasting success for my clients, ensuring portfolios align with their unique needs, philosophies and aspirations.
Listed skills include Investments, Financial Analysis, Microsoft Excel, Financial Modeling, and 10 others.
Current workplace
Ryan Merritt's current company
Company context helps verify the profile and gives searchers a useful next step.
Sei
5 roles
Ryan Merritt work experience
A career timeline built from the work history available for this profile.
Institutional Client Relationship Manager
Current
Apr 2018 - Present
Alternative Investment Trade Operations - Assistant Vice President
Nov 2012 - Mar 2018
Trading Administration Associate
Aurora Investment Management
May 2010 - Nov 2012
Wealth Management
Active member in the AGM group specializing in providing retirement platforms to small and medium size business' and individual investment accounts to high and ultra high net worth families.
Apr 2007 - Jul 2009
Team & coworkers
Colleagues at SEI
Other employees you can reach at seic.com. View company contacts for 4230 employees →
BG
Brandon Gomez
Colleague at Sei
Horsham, Pennsylvania, United States, United States
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SM
Sulagna Mohanty
Colleague at Sei
Greater Bengaluru Area, India
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KL
Kirsten Larocque
Colleague at Sei
London Area, United Kingdom, United Kingdom
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TP
Tony Pham
Colleague at Sei
King Of Prussia, Pennsylvania, United States, United States
View →
KB
Krishna Bhojwani
Colleague at Sei
Nagpur, Maharashtra, India, India
View →
CA
Charly Almendar
Colleague at Sei
San Luis Potosí, Mexico, Mexico
View →
JP
Jonathan Petit
Colleague at Sei
Greater Lyon Area, France
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JR
Jacob Roma
Colleague at Sei
Macungie, Pennsylvania, United States, United States
View →
MS
Mike Schofield
Colleague at Sei
Philadelphia, Pennsylvania, United States, United States
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JD
James D. Bell
Colleague at Sei
Greater Chicago Area, United States
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Brandon Gomez
Colleague at Sei
Horsham, Pennsylvania, United States, United States
View →
SM
Sulagna Mohanty
Colleague at Sei
Greater Bengaluru Area, India
View →
KL
Kirsten Larocque
Colleague at Sei
London Area, United Kingdom, United Kingdom
View →
TP
Tony Pham
Colleague at Sei
King Of Prussia, Pennsylvania, United States, United States
View →
KB
Krishna Bhojwani
Colleague at Sei
Nagpur, Maharashtra, India, India
View →
CA
Charly Almendar
Colleague at Sei
San Luis Potosí, Mexico, Mexico
View →
JP
Jonathan Petit
Colleague at Sei
Greater Lyon Area, France
View →
JR
Jacob Roma
Colleague at Sei
Macungie, Pennsylvania, United States, United States
View →
MS
Mike Schofield
Colleague at Sei
Philadelphia, Pennsylvania, United States, United States
View →
JD
James D. Bell
Colleague at Sei
Greater Chicago Area, United States
View →
1 education record
Ryan Merritt education
FAQ
Frequently asked questions about Ryan Merritt
Quick answers generated from the profile data available on this page.
What company does Ryan Merritt work for?
Ryan Merritt works for SEI.
What is Ryan Merritt's role at SEI?
Ryan Merritt is listed as Institutional OCIO Portfolio Manager at SEI.
What is Ryan Merritt's email address?
AeroLeads has found 1 work email signal at @iadt.edu for Ryan Merritt at SEI.
What is Ryan Merritt's phone number?
AeroLeads has found 1 phone signal(s) with area code 248 for Ryan Merritt at SEI.
Where is Ryan Merritt based?
Ryan Merritt is based in Greater Philadelphia, United States, United States while working with SEI.
What companies has Ryan Merritt worked for?
Ryan Merritt has worked for Sei, Bnp Paribas Financial Services, Aurora Investment Management, and Merrill Lynch.
Who are Ryan Merritt's colleagues at SEI?
Ryan Merritt's colleagues at SEI include Brandon Gomez, Sulagna Mohanty, Kirsten Larocque, Tony Pham, and Krishna Bhojwani.
How can I contact Ryan Merritt?
You can use AeroLeads to view verified contact signals for Ryan Merritt at SEI, including work email, phone, and LinkedIn data when available.
What schools did Ryan Merritt attend?
Ryan Merritt holds Ba, Finance, 3.55/4 from Michigan State University.
What skills is Ryan Merritt known for?
Ryan Merritt is listed with skills including Investments, Financial Analysis, Microsoft Excel, Financial Modeling, Finance, Data Analysis, Microsoft Office, and Wealth Management.
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