Goals-based investment advice
Tech solutions and tools
Subject matter expertise
Darren is an Investment Strategist with SEI Private Wealth Management. He is responsible for carrying out and providing advice to clients through SEI's goals-based investment philosophy and ongoing monitoring of our clients' investment portfolios and strategies.
Darren began his career with SEI Private Wealth Management in 2023 as an investment strategist. He assists in development and upkeep of new tools and tech solutions. He is also among a team of subject matter experts who deliver investment advice.
Darren graduated from Drexel University with a Bachelor of Science in Business and Engineering with a concentration in finance. He holds a Series 65 license.