Zach Phillips

Zach is responsible for managing and carrying out SEI’s goals-based investment philosophy through the design, implementation and ongoing monitoring of our clients’ investment portfolios and strategies.

He is also among a team of subject matter experts who deliver investment advice. Zach’s expertise is focused on fixed income, specifically portfolio analysis and strategy design.

He works closely with portfolio managers and credit analysts from SEI’s in-house bond management team, SEI Fixed Income Portfolio Management.

Zach began his career with SEI and has been with the company since 2010. He graduated from Kutztown University of Pennsylvania with a Bachelor of Science in business administration in finance. He is a CFA Charterholder and holds a Series 65 license.