Aaron leads design and delivery of custody and integration technology. Aaron and his team develop product and technology initiatives that enhance SEI Private Trust Company’s custody platform and third-party technology integrations.
Prior to his current role, Aaron converted advisors from SEI’s legacy technology to the SEI Wealth Platformsm. He also spearheaded client education and strategy for digital adoption during and after the conversion process.
Aaron joined SEI in 2005 and held various roles supporting financial advisors in operations, client service, and project management. Aaron also worked in SEI’s global institutional business.
Aaron earned a bachelor’s degree in economics/finance from York College of Pennsylvania, and his MBA degree from Erivan K Haub School of Business at St. Joseph’s University in Philadelphia, Pennsylvania.
SEI Private Trust Company is a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company.