Matt Potter
Chief Investment Officer chez SEI INVESTMENTS COMPANY
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 |
---|---|---|
SEI INVESTMENTS COMPANY | Chief Investment Officer | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
CFA Society of Philadelphia | Corporate Officer/Principal | - |
Anciens postes connus de Matt Potter
Sociétés | Poste | Fin |
---|---|---|
Lockwell Investments LLC
Lockwell Investments LLC Investment ManagersFinance Founded in 2010, Lockwell Investments LLC is a registered investment advisor located in New York City with an additional office in Santa Rosa, Florida. The firm manages portfolios of small- cap and small/mid-cap value equities for institutional clients. | Portfolio Manager-Equities | 01/12/2012 |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | 30/07/2010 |
INVESCO PLC (CAN) | Corporate Officer/Principal | 01/07/2010 |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Corporate Officer/Principal | - |
Formation de Matt Potter
University of Pennsylvania | Graduate Degree |
Haverford College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 2 |
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SEI INVESTMENTS COMPANY | Finance |
INVESCO PLC (CAN) | Finance |
Entreprise privées | 5 |
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Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Lockwell Investments LLC
Lockwell Investments LLC Investment ManagersFinance Founded in 2010, Lockwell Investments LLC is a registered investment advisor located in New York City with an additional office in Santa Rosa, Florida. The firm manages portfolios of small- cap and small/mid-cap value equities for institutional clients. | Finance |
CFA Society of Philadelphia |