Jose F.
About Jose F.
Current Role at SEI
Jose F. is currently working as a Senior Portfolio Manager for Private Assets at SEI. He was promoted to this position in 2020. As a Senior Portfolio Manager, Jose actively participates in the deployment and management of significant capital across various investment strategies and geographies.
Previous Experience at SEI Investments Company
Before being promoted to his current role, Jose F. worked at SEI Investments Company as a Senior Investment Analyst for Private Assets from 2015 to 2020. During his tenure, he honed his skills in sourcing, evaluating, and managing a diverse range of private equity investments, including buyouts, venture capital, and private real estate.
Work at Nuclear Electric Insurance Limited
Jose F. spent a total of 6 years at Nuclear Electric Insurance Limited. From 2011 to 2015, he served as an Investment Analyst in the Greater Philadelphia Area. Prior to that, he worked as an Investment Associate from 2009 to 2011. His responsibilities included in-depth research and analysis in asset management.
Early Career at Wachovia Bank
Jose F. began his career in the financial industry at Wachovia Bank. He worked as a Portfolio Manager from 2007 to 2009 and as an Investment Management Associate from 2006 to 2007 in Baltimore, Maryland. His role involved managing investment portfolios and providing advisory services on financial strategies.
Educational Background
Jose F. holds a Bachelor of Science in Finance from Bridgewater State University, completed in 2005. He also attended Fitchburg State University. Notably, he made a successful transition from an initial focus on technology to a robust career in finance, demonstrating adaptability and proficiency in multiple fields.