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Our team

Meet our SEI Asset Management Distribution leadership team, creating solutions to help you better serve your clients.

We deliver more than just investment portfolios.

Leveraging more than three decades of experience, our team helps wealth management firms and their advisors achieve success and provide better outcomes to their clients through integrated, customizable technology, 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.

Anne Hoare

Head of Asset Management Solutions, SEI Canada

Dan Musser CFA, CAIA, MBA

Director, Investment Solutions

Birju Patel

Regional Sales Director – Ontario

Mario Rossi

Regional Sales Director–Eastern Ontario, Quebec, and Atlantic Provinces

Karla Webster Gill

Managing Director and Head of Asset Management Distribution, Canada

Staci Werbin-Tanner

Director, National Accounts

J. Womack

Global Head of Investment Solutions, SEI’s Global Asset Management business

Investment Management Unit

Eugene Barbaneagra, CFA

Head of Quantitative Investment Management, Investment Management Unit

Stephen Beinhacker, CFA

Head of Strategic Planning & Stewardship, Investment Management Unit

Jason Collins

Global Head of Equity Portfolio Management, Investment Management Unit

John Csaszar, CFA

Canadian Equity Portfolio Manager/Analyst

James F. Smigiel

Chief Investment Officer, Investment Management Unit

Scott Gives, CFA

Senior Portfolio Manager Fixed Income Team (Canada)

Bryan Hoffman, CFA

Global Head of Advice and Asset Allocation Investment Management

Anthony Karaminas, CFA

Director, Global Head of Sub-Advised Fixed Income

Steve MacRae

Head of Investment Operations & Technology

James Solloway, CFA

Chief Market Strategist and Senior Portfolio Manager

Learn more.

Contact our sales team today for more information on our investment solutions.

Information provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.