Patrick Carlevato, CFA, currently serves as Managing Director of Unbundled OCIO at SEI since November 2020. Previously, Patrick held various leadership roles, including Chief Growth Officer at Flamingo, President & CEO of The Lorica Group, LLC, and Executive Director at J.P. Morgan. Patrick was also a Partner at Sheffield Asset Management, L.L.C., after serving as Vice President of Institutional Sales at FactSet Research Systems and an Analyst at Bloomberg. Educationally, Patrick holds an MBA in Finance & Accounting from The University of Chicago Booth School of Business and a degree from the University of Notre Dame.
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