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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

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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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