Jake Tshudy, Asa, Cfa, Maaa
About Jake Tshudy, Asa, Cfa, Maaa
Jake Tshudy is the Managing Director at SEI in Oaks, PA, specializing in institutional and defined contribution investment strategies with over 20 years of experience in the financial and actuarial industries.
Company
Jake Tshudy is currently working at SEI, located in Oaks, PA. He holds the title of Managing Director. SEI is an organization that provides investment processing, investment management, and investment operations solutions.
Title
Jake Tshudy serves as Managing Director at SEI. In addition to this role, he also functions as the Director of Defined Contribution Investment Strategies within the company. His dual roles encapsulate his expertise in managing and formulating institutional investment strategies.
Education and Expertise
Jake Tshudy studied Actuarial Science at Lebanon Valley College, where he earned his Bachelor of Science (BS) from 1994 to 1998. He holds professional designations that include ASA (Associate of the Society of Actuaries), CFA (Chartered Financial Analyst), and MAAA (Member of the American Academy of Actuaries). His educational background and certifications underline his extensive expertise in the financial and actuarial fields.
Background
Jake Tshudy has accumulated over 20 years of experience in the financial and actuarial industries. Prior to his current role at SEI, he worked at Watson Wyatt as a Senior Actuarial Analyst from 1998 to 2004 for six years. His background includes significant expertise in institutional and defined contribution investment strategies.
Specialization in Investment Strategies
Jake Tshudy specializes in institutional investment strategies, with a strong emphasis on defined contribution investment strategies. His roles at SEI reflect his deep knowledge and experience in these areas, making him a key player in the firm's strategic planning and implementation of investment solutions.