Jen Steele

Jen Steele is a Senior Wealth Advisor and Director of the Seattle Office, where she is responsible for the delivery of investment and wealth solutions to key private clients and families, advising them on investments, financial management, and legacy and philanthropic planning.

Jen brings over 20 years of experience to SEI.  Her experience spans many investment sectors, with a particular concentration on quantitative analysis, portfolio optimization, asset allocation modeling and portfolio manager selection and monitoring.

Prior to joining SEI, Jen was a principal and founder of Huntington Steele, specializing on advice to high-net-worth individuals and families.  SEI acquired Huntington Steele in 2018.  Prior to founding Huntington Steele, Jen was the Assistant Treasurer at Amazon.com.  She started her career in corporate treasury roles at the Walt Disney Company and Microsoft Corporation.

Jen has always had a passion for community involvement and has served in a variety of capacities through the years including serving on the boards of Island Conservation and Seattle Summer Search, the investment committees of the Seattle Symphony and the Overlake School, and the audit committee of the YWCA. 

Jen earned her MS, BS and BA degrees from Stanford University.