Scott Prichard, CFA
Investment Strategist, SEI Private Wealth Management
Goal-directed portfolio construction
Financial planning analysis
Product and solution development
Scott is an Investment Strategist with SEI Private Wealth Management. He utilizes deep investment expertise to help clients align their goals with their resources through goal-directed planning and portfolio construction.
Scott began his career with SEI Private Wealth Management in 2014 as a financial planning analyst, honing the skills required to support clients in a wide range of planning competencies. He assists in development of new products, tools, and solutions by bringing client needs to the forefront of investment discussions.
Scott is a Chartered Financial Analyst (CFA) and graduated with a Bachelor of Science in Finance & Accounting from Lehigh University. He holds a FINRA Series 65 license.
