CoverProfile

Jose Flores

Senior Portfolio Manager Private Assets

SEI

United States, Pennsylvania, Wayne

About Me

Finances are one of the most important facets of our lives. Early on, I learned that I needed a certain level of sophistication in my personal finances if I was going to achieve my financial goals. From a journey to learn what I needed to do for my personal goals, it became the path to my career in finance. I pivoted from an education in technology and graduated with a BS in Finance from Bridgewater State University. Immediately after, I kickstarted my investments and assets management career as a Portfolio Manager at Wachovia Bank. I established myself as an inspiring professional with experience in sourcing, evaluating, and managing private equity, buyout, venture capital, private real

View more

Profile Information

Senior Portfolio Manager Private Assets

SEI

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Wayne

Pennsylvania

United States

Nov 7, 2024

Work Experience

SEI

Senior Portfolio Manager Private Assets
Dec 2020 - Present
Email: jflores@seic.com

SEI Investments Company

Senior Investment Analyst Private Assets
Jan 2015 - Dec 2020
Email: jflores@seic.com

More profiles to browse

SS
Sam Shah
Director, Alternative Investment Fund Services
TP
Thomas Phillips
Private Assets Investment Analyst
Profile Photo
Justin Day
Alternative Investments Product Specialist, Senior Institutional Client Portfolio Strategist
AW
Al West, Jr.
Founder, Executive Chairman & Chief Executive Officer

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc