Kevin leads the development of solution strategies for SEI’s independent financial advisor business, including strategic planning, product management, and technology solutions.
Before working in the advisor business, Kevin managed the equity trading platform for SEI Investments Distribution Company (SIDCO), with a focus on developing and managing equity and fixed income trading products. He joined SEI in 1998 as the product manager for the SEI retirement platform, where he developed and implemented defined contribution and defined benefit retirement solutions. Prior to SEI, Kevin worked in product management and managed institutional client relationships at Vanguard.
Kevin earned a bachelor’s degree from Shippensburg University and an MBA degree from West Chester University. Kevin holds FINRA Series 7, Series 24, and Series 63 licenses.