Private wealth management for high-net-worth investors
Emerging needs of the new wealthy
Michael joined SEI in 1993. Before assuming this role, he was Managing Director for National Broker Dealer Relationships in the former SEI Advisor Network, now Independent Advisor Solutions by SEI. He was responsible for developing strategic relationships with suppliers of financial advisory, investment consulting and investment management services. In addition, he worked in SEI’s Institutional Group, providing outsourced fiduciary management services to pension, endowment and foundation clients.
Michael has provided investment consulting services to private and institutional clients for over 35 years. Prior to joining SEI, he was a Managing Partner in a Philadelphia-based investment company, serving privately held institutional and family clients. Michael started his career with Morgan Stanley, where he specialized in fixed-income and emerging-growth companies.
Michael is Chairman of the Board for the World Affairs Council of Philadelphia and serves in leadership roles for several community organizations. He received a Bachelor of Science in business administration from Georgetown University and holds the FINRA Series 65 license.
"When a client says we've acted beyond their expectations, it's the highest compliment. We take seriously our responsibility to execute in their best interests."