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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.

Perhaps what sets us apart most is the way we work with clients. We are dedicated to building true partnerships—aligned in value proposition and a shared strategy. Our clients receive ongoing support, a sales team at the ready to answer questions, client communications, and insights on market conditions, all designed to help you serve your clients.

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Vince Campisciano

Director of Change Management, SEI Wealth Platform

Allison_Carey

Allie Carey

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

Joe McCabe_bw

Joe McCabe

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

conor_o'brien

H. Conor O'Brien

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

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Greg Rodgers

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

david_schug

David Schug

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

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Sanjay K. Sharma

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

karen_walbridge

Karen Walbridge

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

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Andy West

Managing Director, New Business Development, SEI Wealth Platform℠

robert_wrzesniewski

Robert Wrzesniewski

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

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.

Banks and wealth managers