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Tom oversees the corporate finance practice within SEI, analyzing the risk profile of clients and the impact on asset allocation and funding strategies. One of Tom's focus areas includes implementing SEI's
solution for healthcare and nonprofit clients by providing advice and analysis that integrates multiple asset pools, including operating, foundation, and pension plan assets, with corporate finances into a
cohesive investment strategy.
Tom previously worked at Wachovia Capital Markets as an investment banker and 10 years as a director, providing mergers and acquisitions and capital raising advisory services to middle market corporate
clients.
Bachelor of Science in Finance, University of Michigan
Master of Business Administration, University of Michigan
HFMA Certified Healthcare Financial Professional (CHFP)
Adjunct Professor of Finance at Penn State University
Year started with SEI: 2011
Year started in investment industry: 1998
Previous employers: Baker Tilly LLP, Wachovia Capital Markets
Tom W. Harvey
Tom W. Harvey
Senior Director – Strategic Advice
