Stanley Barnes, CFA
Personal Business Manager
Area Of Expertise
Portfolio management and strategy
Tax and estate planning
Financial planning and client engagement
Stanley joined SEI in June 2025 as a Personal Business Manager, where he delivers tailored investment and wealth solutions to high-net-worth clients and families.
With deep expertise in portfolio strategy, client engagement, and financial planning, Stanley serves as a trusted advisor, helping clients navigate complex financial decisions and align their portfolios with long-term goals. He brings a strong analytical foundation and collaborative approach to every relationship, with particular strengths in portfolio management, tax planning, and estate planning.
Stanley graduated from the University of Colorado in 2013 with a bachelor's degree in economics, Chinese, and Asian studies. Stanley is a CFA Charterholder and holds a Series 65 license.
