Jake L. Tshudy, ASA®, CFA®, MAAA®
Managing Director of Institutional Advice
Asset Allocation & Investment Strategy Development
Liability-Driven Investing (LDI) & Pension Strategy
Economic & Market Analysis
Jake Tshudy is a Managing Director for the Institutional Advisory Group. His experience involved development of LDI strategies, development and maintenance of proprietary models, and communication of economic and tactical views.
In his preceding role, Jake worked as the Head of Research and Development in the Portfolio Strategies Group of SEI’s Investment Management Unit. This role involved generating capital market assumptions, maintaining and developing the SEI term structure model, researching individual asset classes, and analyzing strategic and tactical allocation processes.
Jake earned his bachelor’s degree from Lebanon Valley College.
Chartered Financial Analyst (CFA) Charterholder, CFA Institute
Associate of the Society of Actuaries (ASA)
Member of the American Academy of Actuaries (MAAA)
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.