Matt Mc Closkey, Cfa
About Matt Mc Closkey, Cfa
Matt Mc Closkey, CFA, is a Senior Client Investment Strategist at SEI Investments with over 15 years of experience at the company. He has a strong background in technical sales and product specialization and regularly speaks at conferences on wealth management and investment strategies.
Current Role at SEI Investments
Matt Mc Closkey is a Senior Client Investment Strategist at SEI Investments. Since 2008, he has been providing guidance on structuring wealth management solutions for a diverse range of global partners. His role involves leveraging his expertise to develop and implement customized investment strategies that meet the complex needs of clients.
Previous Experience at Merrill Lynch
Before joining SEI Investments, Matt worked at Merrill Lynch as a Vice President and Senior Investment Consultant from 2004 to 2008. During his tenure, he was involved in providing investment consulting services, where he successfully advised clients on portfolio management and investment strategies.
Career at Ernst & Young
Matt Mc Closkey spent three years at Ernst & Young from 2001 to 2004 as an Equity Research Consultant. His responsibilities included analyzing and evaluating stocks, providing research insights, and supporting clients with data-driven investment recommendations.
Early Career at SEI Investments
Matt started his career at SEI Investments as a Portfolio Analyst, working from 1996 to 2001. During his five-year stint in this role, he gained substantial experience in portfolio analysis and management, which laid the foundation for his later roles in the financial services industry.
Educational Background
Matt Mc Closkey's educational background includes studies at St. Joseph's University and an MBA from Villanova University. His academic achievements have provided him with a strong foundation in business and finance, which has contributed significantly to his professional success.
Professional Expertise and Speaking Engagements
Matt is known for his strong background in technical sales and product specialization. He regularly speaks at conferences on topics such as wealth management and investment strategies. His insights are highly valued in the industry, making him a sought-after speaker for financial and investment forums.