Matt Potter
Chief Investment Officer at SEI INVESTMENTS COMPANY
Network origin in Matt Potter first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
506
| Non-Profit Organization | Miscellaneous Commercial Services | 506 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.
367
| Subsidiary | Investment Managers | 367 |
| Public Company | Investment Managers | 32 | |
CFA Society of Philadelphia
24
| Non-Profit Organization | 24 | |
Lockwell Investments LLC
 Lockwell Investments LLC Investment ManagersFinance Founded in 2010, Lockwell Investments LLC is a registered investment advisor located in New York City with an additional office in Santa Rosa, Florida. The firm manages portfolios of small- cap and small/mid-cap value equities for institutional clients.
8
| Extinct | Investment Managers | 8 |
| Public Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matt Potter via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Sales & Marketing | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Founder President Corporate Officer/Principal Chief Executive Officer | |
SEI Investments Distribution Co.
 SEI Investments Distribution Co. Financial ConglomeratesFinance Part of SEI Investments Co., SEI Investments Distribution Co. provides fund management services. The private company is based in Oaks, PA and was founded in 1981. | Financial Conglomerates | Chairman Director/Board Member | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Director of Research - Equity Market Strategist Market Strategist | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Director/Board Member Undergraduate Degree Graduate Degree Undergraduate Degree | |
| CHINA TANGSHANG HOLDINGS LIMITED | Real Estate Development | Director of Finance/CFO Director/Board Member | |
| National University of Singapore | College/University | Masters Business Admin Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree Graduate Degree | |
| Drexel University | College/University | Graduate Degree Doctorate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Morgan, Lewis & Bockius LLP
 Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| CLC INDUSTRIES LIMITED | Textiles | Director/Board Member | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Smith College
 Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | Director/Board Member Undergraduate Degree | |
| University of Hong Kong | College/University | Undergraduate Degree Doctorate Degree | |
| The University of Texas at Austin | College/University | Doctorate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Undergraduate Degree | |
| St. Joseph's University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Graduate Degree | |
| State University of New York at Albany | College/University | Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| London School of Economics & Political Science | College/University | Graduate Degree Undergraduate Degree | |
| The Chinese University of Hong Kong | College/University | Undergraduate Degree Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Hong Kong Society of Financial Analysts | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Peachtree Alternative Strategies Fund
 Peachtree Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Peachtree Alternative Strategies Fund operates as a non-diversified, closed-end management investment company. It invests substantially all of its assets in private investment vehicles or hedge funds managed by a variety of different investment managers. The Fund’s investment objective is to create a diversified portfolio of hedge fund strategies that generates attractive risk-adjusted returns relative to traditional asset classes and that generates a return stream that is not highly correlated to equity market performance. The company was founded on August 19, 2016 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
Global Association of Risk Professionals
 Global Association of Risk Professionals Miscellaneous Commercial ServicesCommercial Services The Global Association of Risk Professionals is an organization that provides risk management solutions. The non-profit company is based in Jersey City, NJ. The company was founded by Marc Lore, Lev Borodovsky. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
Mondrian Investment Partners (US), Inc.
 Mondrian Investment Partners (US), Inc. Investment ManagersFinance Mondrian Investment Partners (US), Inc. (MIP) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by Patricia Karolyi in 1990 and is a subsidiary of Mondrian Investment Group (US), Inc. MIP’s sole activity is to carry out the marketing and client services activities for Mondrian Investment Partners Ltd. (MIPL) in North America., which provides investment management services (the investment and reinvestment of assets) to a broad-based group of international institutional investors. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
| Canadian Pension & Benefits Institute | Corporate Officer/Principal Corporate Officer/Principal | ||
Greater Philadelphia Alliance for Capital & Technologies
 Greater Philadelphia Alliance for Capital & Technologies Miscellaneous Commercial ServicesCommercial Services Greater Philadelphia Alliance for Capital & Technologies provides business acceleration and support services. The company is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
American Society of Appraisers
 American Society of Appraisers Miscellaneous Commercial ServicesCommercial Services American Society of Appraisers provides education, accreditation and publication for appraisers. It offers international organization of professional appraisers representing all appraisal disciplines: appraisal review and management, business valuation, gems and jewelry, machinery and technical specialties, personal property and real property. The company was founded in 1952 and is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Haverford Capital Advisors, Inc.
 Haverford Capital Advisors, Inc. Investment ManagersFinance Haverford Capital Advisors, Inc. is a financial consulting firm. It specializes in providing valuation, corporate finance, and merger and acquisition advisory services. The company was founded in 1994 by Christopher Jahnle and Kirk A. Rebane and is headquartered in Paoli, PA. | Investment Managers | Founder Founder | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree | |
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Institute of Chartered Accountants of India | College/University | Corporate Officer/Principal | |
Prospectors & Developers Association of Canada
 Prospectors & Developers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Prospectors & Developers Association of Canada operates as a mineral exploration and development association. The non-profit company is based in Toronto, Canada. and has subsidiaries in Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CFA Society Atlantic Canada
 CFA Society Atlantic Canada Miscellaneous Commercial ServicesCommercial Services CFA Society Atlantic Canada is an association of local investment professionals. It consists of portfolio managers, security analysts, investment advisors, and other financial professionals. The company is headquartered in Halifax, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 35 |
| Hong Kong | 6 |
| Canada | 5 |
| India | 3 |
| United Kingdom | 3 |
Sectoral
| Consumer Services | 25 |
| Commercial Services | 11 |
| Finance | 10 |
| Process Industries | 2 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 294 |
| Corporate Officer/Principal | 288 |
| Undergraduate Degree | 91 |
| Independent Dir/Board Member | 58 |
| Chief Executive Officer | 52 |
Most connected contacts
| Insiders | |
|---|---|
| William Doran | 36 |
| Khaled Al-Qubaisi | 34 |
| Kwok Keung Chau | 27 |
| Paul Weinstein | 27 |
| Alexander Denner | 25 |
| Rabih Zuhair Soukarieh | 23 |
| Yu Min Qiu | 22 |
| Bradley Kipp | 20 |
| John Beckwith | 18 |
| Jonathan Bock | 18 |
| Jason R. D. Krueger | 17 |
| Jennifer Paquette | 16 |
| G. Brock Gearhart | 16 |
| Jonathan Brassington | 15 |
| Philip James Sanders | 15 |
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