Areas of Expertise
- Strategic advisory services for institutional clients
Tom Harvey serves as a Director of the Advisory Team within our Institutional Group. In his role, he is responsible for delivering ongoing strategic advisory services to institutional clients. Prior to joining us in 2011, Tom gained 12 years of experience as an Investment Banker, including 10 years as a Director with Wachovia Capital Markets, providing mergers and acquisitions and capital raising advisory services to middle-market corporate clients.
Tom earned his Bachelor of Science degree and his Master of Business Administration in finance from the University of Michigan. He maintains his FINRA Series 7, Series 63, and Series 24 licenses. He also serves as an adjunct professor of finance at Penn State University.
Providing portfolio recommendations is a key component within the OCIO model. Tom's experience in delivering strategic advice to clients helps our OCIO program stand out.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.
Recent Articles from Tom Harvey
Changing Healthcare Operating Environment Brings New Opportunities and Risks It may be time to re-evaluate investment strategy
What COVID-19 Means for the Future Financial Fitness of Healthcare Systems The short-term financial stress created by the pandemic could have long-term implications
Does Funding Status Matter Anymore? In an environment of ultra-low interest rates and pension discount rates, are traditional funding measures still useful?
On the Path to Terminating the DB Plan? 5 myths about the process: DEBUNKED
Investment Liquidity How or when should you explore the opportunities that can come with liquidity?
Learning to Love Your Defined Benefit Plan Analysis: Transfer your pension risk or stay the course?
Tax Reform Capital: Time to Contribute? Tax reform and the decision to accelerate pension contributions