Bryan Hoffman, Cfa
About Bryan Hoffman, Cfa
Bryan Hoffman, CFA, is the Global Head of Advice and Asset Allocation at SEI in Oaks, Pennsylvania, with over a decade of experience in strategic asset allocation and portfolio strategy.
Title at SEI
Bryan Hoffman currently holds the position of Global Head of Advice and Asset Allocation at SEI. He assumed this role in February 2022, overseeing strategic guidance and asset management solutions from Oaks, Pennsylvania.
Experience at SEI
Bryan Hoffman's career at SEI spans over a decade, starting as an Analyst in Portfolio Strategy in 2010. He progressively advanced within the organization, serving as a Senior Analyst from 2013 to 2015, then as Head of Strategic Asset Allocation from 2016 to 2022. His extensive tenure reflects a deep expertise in asset allocation and portfolio strategy.
Educational Background
Bryan Hoffman completed his Bachelor of Business Administration at the University of Notre Dame, majoring in Finance, Economics, and Philosophy. His multidisciplinary education provided a strong foundation for his career in financial services and strategic management. He attended the university from 2006 to 2010.
Professional Qualifications
Bryan Hoffman is a Chartered Financial Analyst (CFA), a prestigious certification that underscores his expertise in investment management and financial analysis. The CFA designation is evidence of his commitment to the highest standards of ethics, education, and professional excellence in the financial industry.