Patrick Carlevato, Cfa
About Patrick Carlevato, Cfa
Patrick Carlevato, CFA, is the Managing Director of Unbundled OCIO at SEI, focusing on modernizing investment infrastructure and advanced analytics for institutional investors in the Greater Chicago Area.
Managing Director at SEI
Patrick Carlevato is currently the Managing Director of Unbundled OCIO at SEI in the Greater Chicago Area. His role involves modernizing investment infrastructure and utilizing advanced analytics. Carlevato has been instrumental in developing and implementing SEI Novus, a platform designed to support fiduciaries managing assets for universities, hospital plans, foundations, and pensioners. His work emphasizes providing fiduciaries with tools that enhance the efficiency and prudence of asset management for institutional investors.
Previous Roles and Experience
Patrick Carlevato has held several significant positions throughout his career. He worked as Chief Growth Officer at Flamingo and as President & CEO at The Lorica Group, LLC. At J.P. Morgan, he served as Executive Director. For 13 years, he was a Partner at Sheffield Asset Management, LLC. He also held the role of Vice President Institutional Sales at FactSet Research Systems and worked as an Analyst at Bloomberg. These roles have provided him with extensive experience in the financial industry, particularly in asset management and institutional sales.
Education and Credentials
Patrick Carlevato earned his MBA in Finance & Accounting from The University of Chicago Booth School of Business from 2003 to 2005. Prior to that, he completed his undergraduate studies at the University of Notre Dame. He is also an alumnus of Benet Academy, where he studied from 1988 to 1992. His academic background has provided a solid foundation for his career in finance.
Expertise in Advanced Analytics
Patrick Carlevato is a strong advocate for using advanced technology and analytics in asset management. He focuses on replacing antiquated systems and manual processes with modern solutions, addressing the challenges of incomplete data and insufficient analytics. His initiatives aim to provide fiduciaries with effective tools for making prudent portfolio decisions. His work at SEI, especially with the SEI Novus platform, highlights his commitment to improving the efficiency and prudence of asset management.