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Mark Morgan

Director

SEI

United States, Illinois, Chicago

About Me

Senior Institutional Investment Management Professional with diverse experience in client service, new business development and portfolio management. Comprehensive expertise in capital markets and institutional portfolio management for tax-exempt clients. Strong client relationship skills and significant experience working at senior executive levels. Recognized partner able to provide clients technical education, strategic guidance, and effective day-to-day support. Work with often complex client needs, evaluate alternatives and provide effective product and service solutions. Series 7, 63 and 24 licensing. Specialties: Client Service and New Business Development Capital Markets and Portf

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Profile Information

Director

SEI

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Mar 31, 2025

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