Areas of Expertise

  • Goals-based investment strategies and implementation
  • Investment solutions for independent advisors
  • Multi-asset portfolio construction
  • Macroeconomic and capital markets trends

Matt Potter is responsible for supporting 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. Matt is also a regular speaker at SEI and advisor-sponsored events on topics such as the economy and financial markets.

Prior to joining SEI, Matt was a principal and head of client service for Lockwell Investments, a boutique small cap value investment manager. Previously, he was a client portfolio manager for Invesco, a portfolio specialist for Morgan Stanley Investment Management, and a performance analyst for Janney Montgomery Scott.

Matt is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia. He holds a Bachelor of Arts in psychology from Haverford College and a Master of Arts in psychology from the University of Pennsylvania.

Recent Articles from Matt Potter