Tom Harvey serves as a Director of the Advisory Team within our Institutional Group. In his role, he is responsible for delivering ongoing strategic advisory services to institutional clients. Prior to joining us 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.
Providing portfolio recommendations is a key component within the OCIO model. Tom's experience in delivering strategic advice to clients helps our OCIO program stand out.
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Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.