Agatha Kulesza

Agatha has been with SEI Private Wealth Management since 2022. She began her accounting career at Deloitte in Los Angeles, first as an auditor and then as an associate in the corporate tax department.

Although her time at Deloitte was fruitful, she got the entrepreneurial itch and opened her own fractional CFO and bookkeeping firm in 2002. She served a variety of clients including: established non-profits with budgets of $1M or more, businesses with revenues of $5-$50M, high net worth individuals worth $3M+, and a hedge fund with revenues in excess of $5 Billion.

She sold her firm in 2013 and transitioned to consulting where she specialized in creating, cleaning up, and/or streamlining accounting systems. When a position opened up at SEI that was a direct match for her wide range of experience, Agatha decided to leave the lone wolf consulting life to lead the Reporting Team for Private Wealth Management.

Agatha received her Bachelor's of Business Administration from James Madison University in Virginia, with a major in Accounting and a minor in Information Systems.