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
- Vice President and Chief Investment Officer @ (January 2026 - Present)
- Senior Portfolio Consultant @ (June 2013 - Present)
- Principal and Head of Client Service @ Lockwell Investments LLC (August 2010 - December 2012)
- Client Portfolio Manager @ Invesco Ltd. (June 2010 - July 2010)
- Portfolio Specialist @ (November 1996 - May 2010)
- Performance Analyst @ (March 1994 - November 1996)
- Project Director @ (May 1990 - March 1994)
Matt Potter Education
- University of Pennsylvania
M.A. (Psychology)
1988-1990 - Haverford College
B.A. (Psychology)
1984-1988
Matt Potter Skills
- Asset Allocation
- Asset Management
- Capital Markets
- Equities
- Financial Markets
- Fixed Income
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Public Speaking
- Alternative Investments
- Hedge Funds
- 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 Asset Allocation, Asset Management, Capital Markets, Equities, Financial Markets and more. Matt Potter has 4 emails and 1 mobile phone numbers on RocketReach.
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