Our team | SEI U.S.

Our team has a diverse set of individual skills in business, financial planning, investment, tax, legal, estate, banking and operational expertise.

We have wide-ranging credentials, from our educational accomplishments, to our career experience, to awards and recognition from peers in the industry.

We are united in our mission. Each team member is expected to challenge traditional thinking, put clients first and exhaust every possibility when advising clients.

Jared Alvare

Account Manager, SEI Private Wealth Management

Rob Burchetta

Director of Business Development SEI Private Wealth Management

Matthew Cohen

Account Manager, SEI Private Wealth Management

Michael S. Farrell

Managing Director, SEI Private Wealth Management

Jason Kolenda

Account Manager, SEI Private Wealth Management

Jeff Ladouceur

Director, SEI Private Wealth Management

Karim Ouazzi, CFP®

Personal Business Manager, SEI Private Wealth Management

Zach Phillips

Investment Strategist, SEI Private Wealth Management

Ryan Schneck

Director, Private Client Portfolio Strategies, SEI Private Wealth Management

Steve B. Wittenberg

Director, Legacy Planning and Philanthropic Solutions, SEI Private Wealth Management

Kelley Wolfington

Senior Wealth Strategist, SEI Private Wealth Management

Wealth insights

Learn about the issues our experts think will impact the effectiveness of your wealth decisions.