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
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A client primer on sustainable investing
Are you comfortable advising clients when it comes to socially responsible investments?
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Let’s Talk Market Timing
Perhaps it’s time to reconsider comparing de-risking with market timing.
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Bracketology: What March Madness May Reveal About How You Invest
Whether completing brackets or choosing investments, we all bring personal biases to our decision making
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What About 2020 Was NOT Unprecedented?
Don’t worry – I won’t be using that word again here
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How to Describe 2020? Unprecedented
“Unprecedented” may be overused in describing 2020, but it’s perfectly accurate
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Have Reports of the 60\40’s Death Been Greatly Exaggerated?
Many believe the 60/40 portfolio has been put out to pasture, but is that really true?