Portfolio construction & case analysis
Financial planning support
Decision-ready insights
He works closely with advisory and relationship teams to support portfolio construction, case analysis, and presentation development. This support helps advisors and clients evaluate options, understand trade‑offs, and align investment strategies with broader financial goals. Hank supports planning conversations by translating complex investment and financial planning concepts into clear, decision‑ready insights.
Hank has been with SEI since 2006 and brings extensive experience supporting investment and planning outcomes. Prior to his current role, he served in multiple positions within SEI’s Investment Manager Services group, supporting asset managers in the development and operation of a broad range of investment vehicles. Hank holds a Bachelor of Science in Finance from Millersville University and is a Certified Financial Planner™ professional.