Peter J. Glennon, AI F®
About Peter J. Glennon, AI F®
Peter J. Glennon is the Director of Client Portfolio Management at SEI, with extensive experience in asset allocation, portfolio construction, and client management.
Title
Peter J. Glennon serves as the Director of Client Portfolio Management at SEI. In this role, he oversees portfolio construction and leads the division in assets under management and net client revenue, collaborating with a team of over 100 investment professionals.
Company
Peter J. Glennon is currently employed at SEI, where he directs client portfolio management. He coordinates with professionals from the investment team to deliver long-term, analytical portfolio construction options.
Education and Expertise
Peter J. Glennon studied Organizational Management & Leadership at Peirce College and also attended Avon Old Farms. His expertise extends to asset allocation, portfolio stress testing, liability-driven investing, and alternative investments.
Previous Positions
Previously, Peter J. Glennon worked at Prudential Financial as Vice President & Regional Sales Manager from 2003 to 2005. He also held the role of Regional Director & Institutional Consultant at SEI from 1999 to 2003. His experience includes asset allocation and borrowing strategies for healthcare systems and educating investment committees on portfolio theory.
Client Retention and Revenue Growth
Peter J. Glennon has a proven track record of securing new assets through client referrals and has successfully retained nearly 100% of un-acquired clients since 2005. He has developed custom portfolios encompassing ESG, SRI, and local Impact investing themes.
Alternative Investments
Peter J. Glennon brings substantial experience in alternative investments, including global private equity, hedge fund of funds, structured credit, and core property. He has modified liability-driven investing asset allocation glide paths for large pensions and reevaluated pension strategy options in conjunction with long-term capital plans.