Thomas W. Harvey
Director, Advisory Team, Institutional Group
Areas of expertiseStrategic advisory services for institutional clients
Tom Harvey serves as a Director of the Advisory Team within SEI’s Institutional Group. In his role, he is responsible for delivering ongoing strategic advisory services to institutional clients. Prior to joining SEI in 2011, Tom gained 12 years of experience as an Investment Banker, including 10 years as a Director with Wachovia Capital Markets, providing mergers and acquisitions and capital raising advisory services to middle-market corporate clients.
Tom earned his Bachelor of Science degree and his Master of Business Administration in finance from the University of Michigan. He maintains his FINRA Series 7, Series 63, and Series 24 licenses. He also serves as an adjunct professor of finance at Penn State University