Skip to main content

We understand the advice business. Our team brings together experts from different disciplines who know how to create an exceptional advisor and investor experience.

David_Aniloff_bw

David S. Aniloff

Head of Specialty Credit, Investment Management Unit

Chris_Arizin

Christopher Arizin

Managing Director, East Region

Jeffrey Benfield

Jeffrey Benfield

Head of Asset Management Platform Strategy and Operations

Frank Byrd_BW

Frank Byrd

Managing Director, West Region

Gabriel_Garcia

Gabriel Garcia

Head of RIA Client Strategy and Experience

Stephanie Giaramita

Stephanie Giaramita

Head of Advisor Marketing

merissa_hall_bw

Merissa Hall

Head of Front-Office Technology

Erich Holland

Erich Holland

Executive Managing Director, Head of Advisor Strategy and Experience

Hovis_Heather

Heather Hovis

Head of Portfolio Management Experience

Paul_Klauder

Paul F. Klauder

Executive Vice President and Head of Business Development and Client Service, Asset Management

Michael_Lane

Michael F. Lane

Executive Vice President, Head of Asset Management

shauna_mace

Shauna Mace, CHPC

Head of Practice Management

Michael_Matkovic

Michael Matkovic

Managing Director, National Accounts

SEI-Steve-Miller

Steve Miller

Managing Director, New Client Team

Harley_Nager

Harley Nager

Managing Director, RIA Channel

marty_whalen

Marty Whalen

Head of Advisor Service and Operations

two-people-talking-with-laptops

Build community.

To learn more about our team, let's set up a call.

Set up a call

Important information

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).

SEI's Investment Management Unit is a team within SEI Investments Management Corporation (SIMC), which serves as investment advisor. SIMC is a wholly owned subsidiary of SEI.