Joe McCabe leads the Relationship Management organization for SEI’s Private Banking & Wealth Management Group, where he is responsible for client strategy and business growth across SEI’s U.S. Private Banking & Wealth Management client base.
Joe’s team works closely with wealth management organizations across a broad spectrum of financial institutions, delivering tailored strategies and solutions that respond directly to their most pressing issues, with a strong focus on viewing business needs through the eyes of the client.
Joe previously served as Head of Solution Development for SEI’s U.S. Private Banking & Wealth Management group, where he established the strategic vision, development, and deployment of the SEI Wealth Platform in the U.S. Private Banking market.
Before joining SEI, Joe was Senior Vice President and head of First Union Capital Markets’ International Corporate Banking Division; following a number of leadership positions in domestic and international corporate banking with both First Union and its predecessor, CoreStates Bank.
Joe graduated from the University of Delaware with a bachelor of science in finance.
Enterprise wealth management services for private banks, independent trust companies, large RIAs, insurance companies, and other wealth management organizations.