Goals-based wealth strategy
Family legacy planning
High-net-worth solution design
Jeff has been in SEI Private Wealth Management since it started. He was previously Director of Client Strategy. During his tenure, Jeff created and launched the SEI Private Wealth Management Legacy Program, led the high-net-worth solution, and co-created Private Wealth’s digital experience.
Prior to that, Jeff focused on new product development at SEI. He developed institutional solutions for treasurers, launched private equity and hedge funds and worked with institutional teams to provide defined benefit, defined contribution and endowment programs.
Before joining SEI, Jeff served for seven years as an officer in the U.S. Navy. He received a Bachelor of Arts in international relations from the University of Notre Dame and earned a Master of Business Administration from Smeal College of Business at The Pennsylvania State University.
Personally, Jeff values time with his wife and two children, travel, hiking and giving back to educational causes.
"For many clients, getting started is the hardest part of making a financial plan. We help them get a clear understanding of their priorities."