Matt Potter

Matt Potter is a seasoned investment professional with extensive experience in portfolio management and client services. Currently serving as a Senior Portfolio Consultant at SEI since June 2013, Matt collaborates with a team to provide technical investment support, perform investment committee-level analysis, and deliver investment messaging for advisors and clients. Prior to this role, Matt was the Principal and Head of Client Service at Lockwell Investments LLC, a small cap value asset manager. Matt's experience includes positions as a Client Portfolio Manager at Invesco Ltd. and a Portfolio Specialist at Morgan Stanley Investment Management, along with earlier roles as a Performance Analyst at Janney Montgomery Scott and as Project Director at GfK. Educationally, Matt holds a Master’s degree in Psychology from the University of Pennsylvania and a Bachelor’s degree in Psychology from Haverford College.