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Bryan Hoffman, CFA

Bryan Hoffman is SEI’s Head of Advice and Asset Allocation. He is responsible for constructing long-term policy portfolios that span the risk/return spectrum for both institutional and retail clients across the globe. He also conducts asset-class and strategy research, participates in SEI’s active asset-allocation program, and authors white papers.  Prior to his current role, Bryan led SEI’s process for creating and maintaining capital-market assumptions and asset-class simulations. 
 
Bryan earned his Bachelor of Business Administration from the University of Notre Dame, with majors in finance and economics as well as a supplementary major in philosophy. He is also a CFA charterholder.
 

Important information:

SEI's Asset Management Distribution Team is a part of the Private Banking business unit of SEI Investments Company.