Matthew McCloskey, CFA

Client Portfolio Strategist, Asset Management Distribution

Areas of Expertise

  • Wealth management investment strategy
  • Goals-based investing
  • Implementation and management of our solutions

Matt McCloskey is a Client Portfolio Strategist within our Asset Management Distribution team. In this role, he is responsible for representing all facets of our global investment management program to partners and conveying industry best practices and trends within wealth management.

Prior to joining SEI, he was Vice President and Senior Investment Consultant for the Retirement Group of Merrill Lynch. He was responsible for managing a team of investment consultants dedicated to providing investment insight into and analysis of retirement assets in the institutional marketplace. Additionally, he worked as an Equity Research Consultant within Ernst & Young’s Personal Financial Counseling group, overseeing traditional and non-traditional manager searches and managing the firms’ mutual fund program.

Mr. McCloskey is a CFA Charterholder and a member of the CFA Institute and The CFA Society of Philadelphia. He holds a Master of Business Administration from Villanova University and a Bachelor of Science degree from Saint Joseph’s University.

Goals-Based Investment Solutions

A client process, supported by our goals-based tools and technology, that shifts your clients' investing focus to what really matters: achieving personal goals

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Strategic Investment Solutions

Diversified portfolios with a constant eye on risk management, allowing you to focus on what truly matters -- serving your clients

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