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
Jose Flores
Senior Portfolio Manager Private Assets
SEI
United States, Pennsylvania, Wayne
About Me
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
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