Laura Merino, CFA

Laura is a Senior Investment Strategist with SEI Private Wealth Management. She is responsible for delivering investment advice to clients through SEI’s goals‑based investment approach, including portfolio construction, ongoing monitoring, and evaluation of client investment strategies.

Laura brings more than a decade of experience managing fixed income and multi‑asset portfolios for institutional and high‑net‑worth clients. Prior to joining SEI, she held senior portfolio management and client‑facing roles at BlackRock, where she managed short‑term fixed income strategies across funds and separately managed accounts, and partnered closely with advisors and clients on portfolio positioning, performance, and market outlooks. Her background spans portfolio construction, trading execution, risk management, and cross‑functional collaboration across investment, product, and client teams.

Laura is a Chartered Financial Analyst (CFA) and earned a Master of Science in Investment Management from Temple University’s Fox School of Business. She also holds a Degree in Business Administration and Finance from Universidad Pontificia Comillas (ICADE) in Madrid, Spain. She holds FINRA Series 7 and 66 licenses.