Roger P. Messina
Vice President and Managing Director, Client Portfolio Management Team, Institutional Group
Areas of expertise
- Client portfolio management for North America
Roger Messina serves as a Vice President of SEIís Institutional Groupís Client Portfolio Management Team. He has direct responsibility for the Client Portfolio Management Team in North America, which includes corporate, healthcare, multiemployer, and nonprofit markets. His team is responsible for the delivery and execution of the entire client experience.
In his preceding role, Roger held a leadership position within SEIís Institutional Group on the National Accounts Team and was directly responsible for client development. Roger is a founding member of SEIís Institutional Group.
Prior to joining SEI in 1991, Roger spent five years as a Vice President with the investment firm of Merrill Lynch, Pierce, Fenner, and Smith in New York. There, he was responsible for pension and 401(k) sales to the Fortune 500 market. Before that role, he was with the investment banking firm of Drexel Burnham Lambert, responsible for sales and marketing throughout the country.
Roger earned his degree from Monmouth University. Roger has spoken at numerous industry conferences, has 27 years of industry experience, and maintains FINRA Series 6, Series 7, Series 24, and Series 65 licenses.