Tim Gregory
About Tim Gregory
Tim Gregory is the Director of Portfolio Advisory Services at SEI in Oaks, Pennsylvania, United States.
Current Role at SEI
Tim Gregory serves as the Director of Portfolio Advisory Services at SEI, based in Oaks, Pennsylvania. He began this role in March 2023. In this capacity, he leads a team of dynamic investment professionals. He plays an integral role in driving significant transformation in client support and advice delivery.
Previous Positions at SEI
Before his current role, Tim Gregory served in various capacities at SEI. He was the Business Development Director from 2022 to 2023, working remotely for nine months. Prior to that, he was the Enterprise Business Development Manager from 2021 to 2022, also in a remote capacity for one year. Throughout these positions, he gained extensive experience in developing business strategies and fostering client relationships.
Educational Background
Tim Gregory holds a Master of Science in Finance from Penn State University, where he studied from 2007 to 2009. Prior to this, he earned a Bachelor's degree in General Finance from the same institution, studying from 2003 to 2007. His rigorous academic background in finance has laid a strong foundation for his professional career.
Collaboration and Team Leadership
In his current role, Tim Gregory serves as the liaison to the investment management division, overseeing processes and services with considerable business impact. He frequently collaborates with cross-functional teams across product, marketing, sales, and investment functions to ensure optimal client outcomes. His leadership and collaborative skills have been essential in driving transformations within the company.