Operational governance & controls
Regulatory engagement
Transaction monitoring & risk
In addition to managing the Operations team for Private Wealth Management, her areas of responsibility include transaction monitoring, privacy incident management, regulatory engagement, and oversight of relationships with lending partners and donor advised fund partners, supporting both Independent Advisor Solutions and SEI Private Wealth Management.
With over twenty-five years at SEI Investments — preceded by a decade at Delaware Investments in Philadelphia, Martha brings deep institutional knowledge and a proven track record in operational leadership. She holds a B.S. in Finance from Villanova University, an M.B.A. in Finance from St. Joseph's University, and a GRC certification specializing in Governance, Risk and Controls.
Beyond her professional responsibilities, Martha has been instrumental in building SEI's philanthropic presence. Since 2005, she has helped lead and grow "SEI Cares," where she currently serves as President. She is also actively involved in several nonprofit organizations in her community, through volunteering and in leadership roles.