John leads efforts to support independent financial advisors in the areas of practice management, including strategic partnerships and business processes. He also oversees the creation of advisor communities and the delivery of SEI’s Advisor Benefits Program.
John joined SEI in 1995, working with advisors in a variety of roles across sales and advisor services. Prior to his current role, he led practice management for 10 years at SEI and launched SEI’s original practice management thought leadership blog, Practically Speaking. John has written or co-authored 15+ industry whitepapers, including: Advisory Firms in 2030, Fees at a Crossroads, and Your High-Net-Worth Client Strategy. Prior to SEI, John also worked with financial advisors in several roles over 10 years.
John earned a bachelor’s degree in political science from Illinois State University. He holds several FINRA licenses, including the Series 7, 24, 63 and 64.