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 leads business development for SEI’s Enhanced CIO platform, which opens our technology, operating infrastructure and investment capabilities to institutional investors.

Prior to joining SEI, Pat was a Partner at a Chicago-based long short hedge fund, Sheffield Asset Management, where he was an analyst, oversaw the funds idea sourcing engine and managed the global, multi-asset trading desk. Previously, he served as Vice President of Business Development at FactSet, where he led a consultative sales process to serve institutional investors, long only investment managers and hedge funds. Pat has been in the investment industry since 1996, and has also worked for Bloomberg and JP Morgan. 

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.

Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.