Patrick Carlevato, CFA
- title
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Managing Director, Unbundled OCIO
- areas of expertise
- Best practices for large internal investment offices
Integrating investment solutions with back office and risk management technology
Strategic elements of institutional asset management and operations
Pat Carlevato heads SEI’s Unbundled OCIO platform, which empowers investment offices to employ best practices across asset management, operations, and technology.
The platform consists of alternative investment solutions, as well as access to the SEI Novus℠ technology to provide transparency and insights.
Prior to joining SEI, Pat was a partner at a Chicago-based long/short equity firm, Sheffield Asset Management, where he managed the firm’s global, multi-asset trading desk. Pat’s other roles include Vice President of Business Development at FactSet, where he led a consultative sales process to serve institutional investors, investment managers, and hedge funds.
Pat has a master’s degree in business administration from the University of Chicago Booth School of Business, and a bachelor’s degree in business administration from University of Notre Dame.
He is a CFA Charterholder and a CFA Institute Member at the CFA Society of Chicago.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.