Stanley Barnes, CFA

Stanley joined SEI in June 2025 as a Wealth Advisor, where he delivers tailored investment and wealth solutions to high-net-worth clients and families.

With deep expertise in portfolio strategy, client engagement, and financial planning, Stanley serves as a trusted advisor, helping clients navigate complex financial decisions and align their portfolios with long-term goals. He brings a strong analytical foundation and collaborative approach to every relationship, with particular strengths in portfolio management, tax planning, & estate planning. Stanley graduated from the University of Colorado in 2013 with a Bachelors degree in Economics, Chinese, & Asian Studies. Stanley is a CFA Charterholder and holds a Series 65 license.