Matt Lugar, Cima®
About Matt Lugar, Cima®
Matt Lugar is the Head of Investment Solutions, North American Intermediaries at SEI, with 19 years of experience in the financial services industry and a CIMA® designation.
Company
Matt Lugar currently works at SEI as the Head of Investment Solutions for North American Intermediaries. SEI is a financial services company based in Oaks, Pennsylvania, United States.
Title
Matt Lugar serves as the Head of Investment Solutions for North American Intermediaries at SEI. Prior to this, he was the Director of Investment Solutions at the same company, a role he held for four months in 2023.
Professional Experience
Matt Lugar has an extensive background in financial services. He worked at Infosys as Senior Manager from 2022 to 2023 and as Chief of Staff for the Vanguard Account from 2021 to 2022. Earlier roles included Shared Services Manager at Infosys and multiple positions at Vanguard, such as Shared Services Manager, Implementation Services Manager, Strategy Analyst, Supervisor, Senior Client Relationship Administrator, Client Relationship Administrator, Senior Client Services Associate, and Client Services Associate.
Education and Expertise
Matt Lugar holds a Master of Business Administration (MBA) in Finance from Villanova University, earned between 2013 and 2017. He also earned a Bachelor of Science (BS) in Finance and Economics from the Alfred Lerner College of Business & Economics at the University of Delaware from 2001 to 2004. He holds the CIMA® (Certified Investment Management Analyst) designation.
Industry Experience
With 19 years of experience in the financial services industry, Matt Lugar's expertise spans strategy, investments, financial and operations management, talent development, and client management.