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Thomas W. Harvey
Director, Advice Team, Institutional Group
Areas of expertise
Strategic advice for institutional clientsThomas Harvey serves as a Director of the advice team within SEI’s Institutional Group. In his role, he is responsible for delivering ongoing strategic advice to institutional clients. Prior to joining SEI in 2011, Mr. Harvey 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.
Mr. Harvey earned his B.S. degree and his MBA 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.
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We don’t have to gather around a conference table to exchange ideas – we do that everywhere.