Matthew Cohen
Account Manager, SEI Private Wealth Management
Account management and client support
Cash flow and distribution management
Client reporting and service relationship skills
Matthew, who started with SEI Private Wealth Management in 2023, provides day-to-day account support and execution on a variety of client relationships. He works closely with the private business managers and manages client cash flow, distribution requests, client reporting and other account management tasks that are necessary to bring a goals-based wealth plan to life.
Matthew joined SEI in June 2015 in the Advisor Network, working on the SEI Wealth PlatformSM Service Team, which gave him a comprehensive introduction to the wealth management industry and client service relationship skills.
Matthew graduated from West Chester University in 2008 with a Bachelor of Science in Accounting and Finance.
