KNOWLEDGE CENTER

Stephen M. Onofrio

Managing Director, SEI Advisor Network

Areas of expertise

• Advisor practice management
• Growth strategies for advisors in the current financial market

Steve Onofrio is Market Unit Leader for SEI Advisor Network. His primary responsibilities include developing the strategy for sales, practice management, and advisor support. He is also responsible for managing the sales force and the practice management teams to deliver SEI’s products and services to over 4,900 advisors.

Previously, Steve was a Senior Executive within SEI's Institutional Group and was responsible for leading SEI's efforts to provide the entire suite of institutional services to SEI’s institutional markets: corporate, endowment & foundation, Taft-Hartley, and healthcare. Steve has over 30 years of experience providing investment and technology solutions to clients.

Steve spent his first six years at SEI working within Global Wealth Services, where he was the Unit Leader for SEI’s regional bank market. He joined SEI in 1988 as a Financial Services Sales Executive.

Steve graduated from Rider University with a Bachelor of Science in commerce. He holds NASD Series 7, Series 24, Series 63, and Series 65 licenses.