CoverProfile

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
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Profile Information

Managing Director

SEI

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Philadelphia

Pennsylvania

United States

May 16, 2024

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