Michael Burke, Cfa
About Michael Burke, Cfa
Michael Burke, CFA, is the Director of Investment Strategy & Client Portfolio Management at SEI, with over 15 years of experience in multi-asset class portfolio management and institutional client service.
Company
Michael Burke serves as the Director of Investment Strategy & Client Portfolio Management at SEI. In this role, he collaborates closely with clients and the client service team to design custom investment strategies and monitors portfolios against objectives. He acts as a strategic partner, providing guidance on asset allocation, portfolio construction, and fiduciary responsibility.
Title
Michael Burke holds the position of Director, Investment Strategy & Client Portfolio Management at SEI. His role involves significant responsibility for designing custom investment strategies, client portfolio management, and serving as a strategic partner to clients.
Education and Expertise
Michael Burke studied Finance at Fairfield University, where he achieved a Bachelor of Science (BS) between 2002 and 2006. He is also a Chartered Financial Analyst (CFA) and a member of the CFA Society of Philadelphia. With over 15 years of experience, he has established expertise in multi-asset class, multi-manager portfolio management, and institutional client service.
Background
Prior to his current role, Michael Burke worked at the Bank of New York Mellon, specializing in university endowments and large institutional foundations. His professional background includes extensive experience in developing investment strategies, portfolio construction, allocation sizing, and manager evaluation & selection. He has also played a crucial role in SEI's Investment Management Unit.
Achievements
Michael Burke has overseen the development and production of SEI's ongoing investment review, providing clients with comprehensive coverage of capital markets and the firm's forward-looking view. He is directly involved in communicating market insights, investment ideas, and investment philosophy to institutional clients, leveraging his extensive experience and expertise to benefit clients.