Karim Ouazzi | SEI U.S.

Karim is responsible for managing all aspects of client relationships. He serves as his clients’ advocate and personal advisor, providing each client comprehensive services tailored to help them achieve their life and wealth goals

He started as a Personal Business Manger with SEI Private Wealth Management in 2012. Prior to this role, Karim served as a Senior Account Executive within the Independent Advisor Solutions by SEI. He was responsible for relationship business development, and practice management for SEI’s Registered Investment Advisor clients.

Karim began his career at SEI in 2002. He holds the Certified Financial Planning (CFP®) Designation and graduated with a Bachelor of Arts in Business and Economics from Lafayette College. He is a volunteer in his community and has been an active member of the SEI Cares grant committee.

Talk with us.

See your wealth through a new lens. If you're like other wealthy individuals, you might be surprised at the gap between your goals and the wealth you've set aside to attain them.

Karim Ouazzi, CFP®

Personal Business Manager, SEI Private Wealth Management

Talk with us.

See your wealth through a new lens. If you're like other wealthy individuals, you might be surprised at the gap between your goals and the wealth you've set aside to attain them.