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We help wealth management firms and their advisors achieve success and provide better outcomes to their clients through integrated, customizable advice, and investment solutions.

Director of Change Management, SEI Wealth Platform

Global Head of Strategy, SEI’s Private Banking and Wealth Management business

Head of Relationship Management, SEI's Private Banking and Wealth Management business

Director of Strategy, SEI's Private Banking and Wealth Management business

Vice President & Managing Director, New Business Development, SEI Wealth Platform, North America

Vice President, New Business Development, SEI Wealth Platform, North America

Executive Vice President and Global Head of Private Banking & Wealth Management, SEI

Head of U.S. Solutions, SEI Asset Management Distribution

Managing Director, New Business Development, SEI Wealth Platform℠

Head of Global Solutions, SEI’s Private Banking and Wealth Management business

Investment Management Unit

Head of Quantitative Equity Investment Management, Investment Management Unit

Head of Sub-Advisory Equity, Investment Management Unit

Chief Investment Officer, Investment Management Unit

Head of Advice and Asset Allocation, Investment Management Unit

Director, Global Head of Sub-Advised Fixed Income

Head of Investment Operations & Technology

Head of Fixed Income Investment Management

Chief Market Strategist and Senior Portfolio Manager

Important information:

SEI's Investment Management Unit is a team within SEI Investments Management Corporation (SIMC), which serves as investment advisor. SIMC is a wholly owned subsidiary of SEI.