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Matthew McCloskey, CFA, CFP®

Matt McCloskey is a Senior Client Investment Strategist within SEI’s Asset Management Distribution team. His work spans across global regions as he represents all aspects of SEI’s global investment management program to partners and provides guidance on structuring solutions to meet wealth management needs.

Prior to joining SEI, he was a Vice President and Senior Investment Consultant for the Retirement Group of Merrill Lynch where he managed a team of institutional investment consultants dedicated to providing investment insight into and analysis of retirement assets.  Matt also served as an Equity Research Consultant at Ernst & Young Global Limited, conducting traditional and non-traditional manager research and managing the firms’ mutual fund program.

Mr. McCloskey received a bachelor’s degree from Saint Joseph’s University and a master’s degree from Villanova University. He has earned both the CFA charter and CFP® certification.

Important information:

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