Jen Steele

Jen Steele is a Senior Relationship Manager, where she is responsible for the delivery of investment and wealth solutions to key private clients and families, advising them on investments, financial management, and legacy and philanthropic planning.

Jen is the primary day-to-day contact and wealth advisor for her clients with oversight to the design and execution of their investment strategy. She coordinates SEI’s resources to ensure that clients have best decision support from experts in investment allocation, portfolio construction, manager research, risk management and reporting.

Jen brings over 20 years of investment experience to SEI. Her experience spans many investment sectors, with a particular concentration on quantitative analysis, portfolio optimization, asset allocation modeling and portfolio manager search, selection and monitoring. Prior to joining SEI, Jen was a principal and founder of Huntington Steele, specializing on advice to high-net-worth individuals and families.

SEI acquired Huntington Steele in 2018. Prior to founding Huntington Steele, Jen was the Assistant Treasurer at Amazon.com. She started her career in corporate treasury roles at the Walt Disney Company and Microsoft Corporation. Jen has always had a passion for community involvement and has served in a variety of capacity through the years.

She is a current board member of Island Conservation and of Seattle Search, she is on the Seattle Symphony audit committee and is an Overlake School investment committee member.