

Terrence Gerlich
Managing Director
SEI
United States, Pennsylvania, Philadelphia
About Me
Responsible for managing a global team of client investment strategists for $100B+ investment management firm. Lead investment professional delivering fiduciary advice to sophisticated institutional clients. Accountable for client communication, investment research and product development focused on SEI's corporate, non-profit and multi-employer clients. Very strong analytical skills and investment knowledge coupled with strong written and verbal communication skills. Proficient in developing an investment message and understanding how to position investment solutions. A deep understanding of portfolio management theory and ability to analyze the manner in which client objectives should infl
Profile Information
Managing Director
SEI
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Philadelphia
Pennsylvania
United States
May 16, 2024
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