KNOWLEDGE CENTER

Susan West

Director, Wealth Management, SEI Private Wealth Management

Areas of expertise

• Behavioral finance and financial decision-making
• Private wealth management industry

Susan West is Director of Wealth Management for the SEI Private Wealth Management, a business unit of SEI that provides private wealth management services. In this role she is responsible for researching and developing solutions that deliver customized financial advice and investment strategies for SEI’s ultra-high-net-worth clients.

Ms. West has over 25 years of experience in investment management and wealth management, focusing on the needs of institutions as well as ultra-high-net-worth investors. Prior to joining SEI Private Wealth Management in 2003, Ms. West was a managing director in SEI’s Investment Management Unit and led the alternative investments team. The team created SEI’s first-generation private equity and hedge fund of fund products, which included portfolio construction, manager due diligence and selection, and ongoing monitoring. Her primary role in the Investment Management Unit was leading the global asset allocation team in capital market and asset class research; asset allocation research for U.S. and international asset management clients; and asset/liability analysis for institutional investors in the U.S., U.K., South Africa, and South America.

Before joining SEI in 1991, Ms. West worked at Towers Perrin for eight years as an actuarial specialist, and was focused on providing actuarial valuations and asset/liability analysis to institutional clients.

Ms. West graduated with a degree in mathematics from Shippensburg University.