Matt Potter Email & Phone Number
Vice President and Chief Investment Officer @ SEI Private Trust Co
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Matt Potter Location
- Oaks, PA, US
Matt Potter Work
- 2026 -now Vice President and Chief Investment Officer @
- 2013 -now Senior Portfolio Consultant @
- 2010 -2012 Principal and Head of Client Service @ Lockwell Investments LLC
- 2010 -2010 Client Portfolio Manager @
- 1996 -2010 Portfolio Specialist @
- 1994 -1996 Performance Analyst @
- 1990 -1994 Project Director @
Matt Potter Education
- University of Pennsylvania
M.A. (Psychology)
1988-1990 - Haverford College
B.A. (Phi Beta Kappa)
1984-1988
Matt Potter Skills
- Investments
- Mutual Funds
- Portfolio Management
- Asset Management
- Alternative Investments
- Equities
- Asset Allocation
- Hedge Funds
- Fixed Income
- Investment Management
- Sales
- Finance
- Customer Service
Matt Potter Summary
- Matt Potter, based in Oaks, PA, US, is currently a Vice President and Chief Investment Officer at SEI Private Trust Co. Matt Potter brings experience from previous roles at SEI, Lockwell Investments LLC, Invesco Ltd. and Morgan Stanley Investment Management. Matt Potter holds a 1988 - 1990 M.A. in Psychology @ University of Pennsylvania. With a robust skill set that includes Investments, Mutual Funds, Portfolio Management, Asset Management, Alternative Investments and more. Matt Potter has 4 emails and 1 mobile phone numbers on RocketReach.
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