Steven Treftz, CFA, has over two decades of experience in the finance sector, currently serving as a Portfolio Manager at SEI since May 2012. Prior to this role, Steven held positions as a Research Analyst at Citi from June 2010 to May 2012 and at Lockwood Advisors, Inc. from December 2004 to May 2010. Earlier experience includes working as a Research Analyst at Towers Perrin from 2000 to 2004. Steven earned a Bachelor of Science degree in Finance & Risk Management from Temple University between 1996 and 2000.
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