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Bryan Hoffman, CFA

title
Global Head of Advice and Asset Allocation, Investment Management
areas of expertise
Advice and asset allocation
Constructing long-term policy portfolios

Bryan Hoffman is SEI’s Head of Advice and Asset Allocation. He is responsible for constructing long-term policy portfolios that span the risk/return spectrum for both institutional and retail clients across the globe. 

 

He also conducts asset-class and strategy research, participates in SEI’s active asset-allocation program, and authors white papers. Prior to his current role, Bryan led SEI’s process for creating and maintaining capital-market assumptions and asset-class simulations. 

Bryan earned his Bachelor of Business Administration from the University of Notre Dame, with majors in finance and economics as well as a supplementary major in philosophy. He is also a CFA charter holder.

 

Important information:
Investment Management Unit (IMU) is a team within SEI Investments Management Corporation (SIMC). SIMC is the adviser subsidiary of SEI Investments Company (SEI).