Jason Kolenda
Account Manager, SEI Private Wealth Management
Account management and client support
Cash flow and distribution management
Client reporting and operational execution
Jason, who started with SEI Private Wealth Management in 2020, provides day-to-day account support and execution on a variety of client relationships.
He works closely with the private business managers and manages client cash flow, distribution requests, client reporting and other account management tasks that are necessary to bring a goals-based wealth plan to life.
Jason joined SEI in June 2016 in the Advisor Network, working on the SEI Wealth PlatformSM Operations Team, which gave him a comprehensive introduction to the wealth management industry.
Jason graduated from Indiana University of Pennsylvania in 2015 with a Bachelor of Science in Marketing, and he holds a FINRA Series 65 license.
