Goals-based private wealth management backed by institutional infrastructure.
SEI is a publicly traded financial services company with a dedicated Private Wealth Management division that serves high-net-worth individuals, families, and family offices. The division applies a goals-based wealth management framework supported by a team spanning investment strategy, financial planning, tax, estate, legacy planning, and philanthropic structuring. Rather than positioning as a technology vendor, SEI functions as an integrated advisory and operational partner where relationship management, investment strategy, and reporting sit inside the same organization.
The Private Wealth Management team is structured around named specialists assigned across distinct disciplines:
SEI’s broader technology platform, used internally and licensed to institutions, is being consolidated onto a single infrastructure with API-first integrations, household-level planning data models, and standardized reporting. Clients of the Private Wealth division benefit from this operational depth without needing to build or manage it separately. For a family office comparing this to a pure advisory firm, the distinction is that SEI brings institutional-grade operational infrastructure alongside the advisory relationship.
Pricing is not publicly disclosed, and the offering appears oriented toward US-based clients. Families requiring highly bespoke governance structures or multi-jurisdictional legal entity management may find SEI less specialized than boutique multi-family office operators. The right fit is a family or principal seeking a single relationship that covers investment strategy, planning, and reporting without assembling a separate roster of service providers.
"Each team member is expected to challenge traditional thinking, put clients first and exhaust every possibility when advising clients."Archway (SEI)
| Ownership | Public (NASDAQ: SEIC) |
| Top Markets | |
| Key People |
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Jared Alvare
Account Manager, SEI Private Wealth Management
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Stanley Barnes
Personal Business Manager
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Rob Burchetta
Director of Business Development, SEI Private Wealth Management
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Darren Chen
Investment Strategist, SEI Private Wealth Management
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Matthew Cohen
Account Manager, SEI Private Wealth Management
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Mike Frederick
Director of Business Development, SEI Private Wealth Management
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Jason Kolenda
Account Manager, SEI Private Wealth Management
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Agatha Kulesza
Senior Reporting Strategist
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Jeff Ladouceur
Director, SEI Private Wealth Management
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Duane Oakes
Director, Senior Relationship Manager
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Karim Ouazzi
Personal Business Manager, SEI Private Wealth Management
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Scott Prichard
Investment Strategist, SEI Private Wealth Management
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Ryan Schneck
Director, Private Client Portfolio Strategies, SEI Private Wealth Management
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Jen Steele
Personal Business Manager, SEI Private Wealth Management
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Jon Michael Topolski
Reporting Analyst
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Steve B. Wittenberg
Director, Legacy Planning and Philanthropic Solutions, SEI Private Wealth Management
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Kelley Wolfington
Senior Wealth Strategist, SEI Private Wealth Management
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Jeffrey Benfield
Chief Product Officer
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