Andy Daly, CFA, serves as Managing Director, Investment Strategist in our Institutional Group, where he is responsible for advising on and creating investment portfolios for SEI's institutional clients. Andy has over 20 years of investment experience and has been with SEI since 2014. Prior to joining us, he was a Partner and Managing Director at Mill Creek Capital Advisors, a multi-billion dollar investment advisor, where he was responsible for the creation and management of the firm's alternatives investment program, investing in active traditional investment strategies and creating customized investment strategies for clients. Andy graduated from Grove City College with a Bachelor of Science in Financial Management and is a CFA Charterholder through the CFA Institute. He also maintains a membership with the CFA Society of Philadelphia.
When we look at that model, it’s obviously served higher education clients over time because it’s paid to take risk, and they do have fairly high spending rates.11 March 2021