Jon Michael Topolski

Jon Michael is part of the PWM reporting team and uses his 20+ years of performance and asset reporting experience to customize reporting that meets our client’s needs.

Jon Michael joined SEI in 2018 with the acquisition of Seattle based Huntington Steele. During his 15 year tenure there as an investment analyst, he took pride in creating easily consumed performance reporting. He also was responsible for the daily reconciliation of all transactions and performance calculations for the firm. This familiarity with the data and understanding of the underlying systems was critical while bringing over inception to date performance to the SEI platforms. Since his time with SEI, he has pushed reporting standards across the unit and recently has created reporting to meet our client’s increasing interest in alternative assets.

Prior to SEI/Huntington Steele, he managed the online trading desk at a Seattle-based brokerage.

Jon Michael is a Northwest native that graduated from the University of Puget Sound with a Bachelor of Science in Economics and a minor in mathematics.