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Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

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Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

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We help our clients across financial services make confident decisions and power growth.

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Banks and wealth managers

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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.

Vince Campisciano

Director of Change Management, SEI Wealth Platform

Allie Carey

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

Joe McCabe

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

H. Conor O'Brien

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

Greg Rodgers

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

David Schug

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

Sanjay K. Sharma

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

Karen Walbridge

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

Andy West

Managing Director, New Business Development, SEI Wealth Platform℠

Robert Wrzesniewski

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

Investment Management Unit

Eugene Barbaneagra, CFA

Head of Quantitative Equity Investment Management, Investment Management Unit

Jason Collins

Head of Sub-Advisory Equity, Investment Management Unit

James F. Smigiel

Chief Investment Officer, Investment Management Unit

Bryan Hoffman, CFA

Head of Advice and Asset Allocation, Investment Management Unit

Anthony Karaminas, CFA

Director, Global Head of Sub-Advised Fixed Income

Steve MacRae

Head of Investment Operations & Technology

Sean Simko, ChFc

Head of Fixed Income Investment Management

James Solloway

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.

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

Investment Management Unit

Banks and wealth managers