Mark Morgan, CFA

Mark Morgan is a Managing Director within SEI’s Asset Management group and a senior leader on SEI’s Outsourced Chief Investment Officer (OCIO) platform. Mark is an experienced investment professional with a strong background in portfolio management, asset allocation, and client advisory services. Mark applies a disciplined approach informed by fundamental analysis, a focus on long-term investment principles, and a commitment to understanding each client’s governance and objectives.

As a Chartered Financial Analyst (CFA) charterholder, Mark adheres to the highest standards of ethics, professionalism, and fiduciary responsibility. His expertise spans equities, fixed income, and multi-asset portfolios, and he is particularly skilled in aligning investment solutions with client-specific goals, risk tolerances, and time horizons.

Mark previously worked at BlackRock as Managing Director and a member of BlackRock's Account Management team, responsible for developing and maintaining relationships with institutional investors, including public and private pension plans, endowments, and foundations.

Mark earned a Bachelor of Business Administration in Finance from the University of Iowa. He is a member of the CFA Institute and the CFA Society of Chicago. He is also a registered representative, holding FINRA Series 7, 63, and 24 registrations through SEI Investments Distribution Company, member FINRA.

Year started with SEI: 2010

Year started in the investment industry: 1991

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.