Market Update with SEI’s Matt Potter - a podcast by Costanzo Financial Group (CFG)

Matt Potter is Director of Investment Services for Independent Advisor Solutions by SEI. Matt is responsible for supporting the delivery of advice-driven asset management solutions for SEI’s
advisors and their clients. This includes custom investment case analysis and proposal support for SEI advisors, as well as technical investment support for SEI’s advisors and relationship managers. Matt is also a regular speaker at SEI and advisor-sponsored events on topics such as the economy and financial markets.

Further episodes of The CFG Podcast Series: Retirement Planning

Further podcasts by Costanzo Financial Group (CFG)

Website of Costanzo Financial Group (CFG)