Matt Mccloskey
About Matt Mccloskey
Matt McCloskey is a Senior Client Investment Strategist at SEI in Oaks, Pennsylvania, with over 25 years of experience in the financial services industry.
Current Role at SEI
Matt McCloskey serves as a Senior Client Investment Strategist at SEI in Oaks, Pennsylvania, United States. In this role, he specializes in developing investment strategies tailored to client needs. His extensive experience in financial services ensures that his strategies are informed and effective, catering to diverse client portfolios.
Previous Roles
Before his current role at SEI, Matt McCloskey worked at Merrill Lynch as Vice President and Senior Investment Consultant from 2004 to 2008. Prior to that, he was an Equity Research Consultant at EY from 2001 to 2004. He also began his career at SEI, serving as a Portfolio Analyst from 1996 to 2001.
Educational Background
Matt McCloskey holds a Master of Business Administration (MBA) from Villanova University. He also studied at Saint Joseph's University. His solid educational foundation has equipped him with the skills necessary for his extensive career in financial services.
Financial Services Experience
With over 25 years of experience in the financial services industry, Matt McCloskey has cultivated a broad perspective through various roles at SEI, Merrill Lynch, and EY. This extensive background enables him to expertly navigate the complexities of equity research and investment consulting.
Long-Term Commitment to SEI
Matt McCloskey has been with SEI for over 15 years, starting as a Portfolio Analyst and advancing to his current role as Senior Client Investment Strategist. His long-term commitment to the company highlights his deep understanding of SEI’s operations and commitment to delivering tailored investment solutions.