![Matt Potter](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Matt Potter
Corporate Officer/Principal chez
CFA Institute
Profil
Actuellement, Matt E. Potter occupe le poste de directeur des services d'investissement chez SEI Investments Co. Il est également membre du CFA Institute et membre de la CFA Society of Philadelphia. Au cours de sa carrière antérieure, M. Potter a occupé les postes de gestionnaire de portefeuille de clients chez Invesco Ltd, de responsable des services à la clientèle et de spécialiste de portefeuille chez Lockwell Investments LLC, de directeur chez Morgan Stanley Investment Management, Inc. et d'analyste de performance chez Janney Montgomery Scott LLC. Il est titulaire d'un diplôme de premier cycle du Haverford College et d'un diplôme d'études supérieures de l'Université de Pennsylvanie.
Postes actifs de Matt Potter
| Sociétés | Poste | Début |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
CFA Society of Philadelphia
 CFA Society of Philadelphia The CFA Society of Philadelphia is a company based in Philadelphia, PA. | Corporate Officer/Principal | - |
Anciens postes connus de Matt Potter
| Sociétés | Poste | Fin |
|---|---|---|
Lockwell Investments LLC
 Lockwell Investments LLC Investment ManagersFinance Lockwell Investments is a value manager that focuses on investments in high-quality companies whose valuations do not accurately reflect their intrinsic value. The firm employs fundamental, bottom-up proprietary research to identify fundamentally-sound companies whose valuations are depressed for understandable reasons and which are undergoing positive changes. Lockwell's Small-Cap Value Strategy seeks to outperform the Russell 2000 Value Index in a risk controlled manner. The portfolio typically holds 75 to 100 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $2 billion or the high point of the benchmark. Turnover in the portfolio is typically 30% to 40% per year. The firm's Small/Mid (SMID) Cap Value Strategy seeks to outperform the Russell 2500 Value Index in a risk controlled manner. The portfolio typically holds 50 to 75 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $7.5 billion or the high point of the benchmark. Turnover in the portfolio is typically 40% to 50% per year. | Gestionnaire de Portefeuille-Actions | 01/12/2012 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | 30/07/2010 |
| INVESCO LTD. | Corporate Officer/Principal | 01/07/2010 |
| SEI INVESTMENTS COMPANY | Directeur en chef des Investissements | - |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Matt Potter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
SEI Investments Co.
 SEI Investments Co. Investment ManagersFinance Provides global investment solutions to institutions and individuals | Finance |
Invesco Ltd.
 Invesco Ltd. Investment ManagersFinance Provides investment management services | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Haverford College
 Haverford College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
CFA Society of Philadelphia
CFA Society of Philadelphia The CFA Society of Philadelphia is a company based in Philadelphia, PA. | |
Lockwell Investments LLC
Lockwell Investments LLC Investment ManagersFinance Lockwell Investments is a value manager that focuses on investments in high-quality companies whose valuations do not accurately reflect their intrinsic value. The firm employs fundamental, bottom-up proprietary research to identify fundamentally-sound companies whose valuations are depressed for understandable reasons and which are undergoing positive changes. Lockwell's Small-Cap Value Strategy seeks to outperform the Russell 2000 Value Index in a risk controlled manner. The portfolio typically holds 75 to 100 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $2 billion or the high point of the benchmark. Turnover in the portfolio is typically 30% to 40% per year. The firm's Small/Mid (SMID) Cap Value Strategy seeks to outperform the Russell 2500 Value Index in a risk controlled manner. The portfolio typically holds 50 to 75 securities, with a maximum position size of 5%. At least 80% of the portfolio's holdings, at the time of purchase, will have a market-cap of the greater of $7.5 billion or the high point of the benchmark. Turnover in the portfolio is typically 40% to 50% per year. | Finance |
