Kathleen Oldfield
About Kathleen Oldfield
Kathleen Oldfield is a Senior Client Portfolio Manager at SEI in the Greater Philadelphia Area with extensive experience in investment management and client relations.
Current Role at SEI
Kathleen Oldfield is the Senior Client Portfolio Manager at SEI in the Greater Philadelphia Area. In her current role, she has been instrumental in launching new investment products and solutions since 2018. She brings a strong background in both traditional and alternative investment products to her position, making her a key player in strategic planning and critical thinking within the company.
Previous Experience at Deutsche Asset Management
From 2002 to 2017, Kathleen Oldfield worked at Deutsche Asset Management, holding positions in Relationship Management, Consultant Relations, Investment Management, and as a Product Specialist. Her tenure spanned 15 years across the Greater New York City and Philadelphia Areas. During this time, she developed a proven track record in raising capital across various investment products and cultivated long-term relationships with institutional clients.
Early Career at SEI
Kathleen Oldfield's early career includes a decade at SEI from 1992 to 2002, where she served as Director in roles encompassing Investment Management, Product Specialist, Client Portfolio Manager, and Fixed Income. She also briefly returned to SEI from 2000 to 2002 in a role focused on Relationship Management and Investment Management. This period significantly shaped her expertise in presenting and communicating complex investment strategies to clients.
Educational Background
Kathleen Oldfield holds an undergraduate Bachelor of Science (BS) degree with a dual major in Finance and Marketing from Drexel University. Additionally, she earned an MBA in Investment Management from Drexel University’s LeBow College of Business. These educational credentials underpin her extensive knowledge and strategic capabilities in the investment management field.
Professional Licenses and Skills
Kathleen Oldfield holds several professional licenses, including FINRA Series 7, 24, and 63. Her skill set includes strong strategic planning, critical thinking, and the ability to effectively communicate complex investment strategies to clients. These qualifications highlight her competency in advising and managing client portfolios and her capability to influence investment decisions.