Adam Levine
About Adam Levine
Adam Levine is the Managing Director of Institutional Client Portfolio Management at SEI, with 25 years of experience in high-level OCIO and institutional client management.
Title
Adam Levine serves as the Managing Director, Institutional Client Portfolio Management at SEI, where he leverages his expertise to oversee and manage client portfolios.
Previous Roles at Lehman Brothers
Adam Levine worked at Lehman Brothers as the Senior Vice President of Institutional Client Portfolio Management and Marketing from 2004 to 2009. Over these five years, he developed and managed client portfolios and was instrumental in marketing strategies.
Career at Neuberger Berman
Before joining Lehman Brothers, Adam Levine was the Vice President of Institutional Client Portfolio Management at Neuberger Berman from 2000 to 2004. During his tenure, he focused on managing institutional client portfolios, enhancing asset allocations, and providing investment solutions.
Experience at KPMG US
Adam Levine began his career at KPMG US, working as a Manager in the Investment Consulting Group from 1996 to 2000 in the Greater New York City Area. His role included providing investment consulting services and advising on asset allocations for various institutional clients.
Education and Expertise
Adam Levine holds a Bachelor of Business Administration from Pace University. He has 25 years of experience working with high-level OCIO and institutional clients across diverse sectors such as corporate pension and retirement plans, foundations, endowments, healthcare organizations, family offices, not-for-profits, and public funds.
Proven Track Record in Asset Management
Adam Levine has a proven track record in developing and implementing client-centric multi-asset class, multi-manager strategic asset allocations. He is valued for his ability to interpret and analyze economic and market conditions to provide tailored investment solutions.
Client Relationships and Asset Management
Throughout his career, Adam Levine has successfully built and nurtured deep partnerships with Investment Committees, C-suite management, and Treasury and Benefits professionals. He has been respected for gaining, retaining, and growing assets under management while producing strong risk-adjusted returns based on identified client goals and objectives.