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Our team

Experts in goals-based wealth management.

Our team has a diverse set of individual skills in business, financial planning, investment, tax, legal, estate, banking and operational expertise. We have wide-ranging credentials, from our educational accomplishments, to our career experience, to awards and recognition from peers in the industry. 
We are united in our mission. Each team member is expected to challenge traditional thinking, put clients first and exhaust every possibility when advising clients.

Managing Director, SEI Private Wealth Management

Director, SEI Private Wealth Management

Director, Legacy Planning

Wealth insights

Learn about the issues our experts think will impact the effectiveness of your wealth decisions.