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Bryan Hoffman, CFA

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

Bryan Hoffman is the Head of Advise and Asset Allocation within the Investment Management Unit. He oversees a team responsible for asset allocation (both strategic and tactical) within our institutional and retail client portfolios across the globe. His group also exercises responsibility for capital market assumptions (risks, returns, and correlations), asset class and yield curve simulations, custom client portfolio management, and total portfolio messaging and education.

Bryan previously led SEI’s Strategic Asset Allocation Team and, prior to that, managed SEI’s process surrounding 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 charterholder.

 

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).