Areas of Expertise

  • Global strategy innovation and growth of SEI’s wealth management solutions and processing
  • Providing and implementing front-, middle- and back-office solutions to family offices and investment and wealth managers
  • Innovative platform and global solution development
  • Global regulatory and compliance services

Steve Meyer is Head of SEI’s Global Wealth Management Services, which includes SEI’s Private Banking and Investment Manager Services businesses, as well as SEI Archway and the Global Regulatory Compliance platform. Steve is also an Executive Vice President of SEI. In his role, Steve is responsible for driving the strategy of providing holistic investment operations and technology infrastructure solutions to investment and wealth managers globally. Steve led the acquisition of Archway Technology Partners, expanding SEI’s comprehensive solutions to the family office market. Steve is also Chairman of SEI Investments–Depositary & Custodial Services (Ireland), as well as a board member of SEI Private Trust Company and SEI Institutional Transfer Agency.

Prior to his expanded role, Steve was the Head of SEI’s Investment Manager Services division, where he oversaw the global strategy for providing comprehensive operational outsourcing solutions to traditional asset managers, as well as hedge, private equity, real estate and separate account managers worldwide. His previous SEI experience includes acting as the Director of SEI Investments-Global Fund Services Limited and the Vice President and Chief Financial Officer for SEI's fund services business. He was also instrumental in establishing SEI’s Dublin, Ireland office as the company’s European fund servicing center.

Qualified as a Certified Public Accountant, Steve also worked for the Vanguard Group and Coopers and Lybrand. He graduated with a degree in Accounting and Finance from La Salle University.

Learn more about what we offer

We build and manage customised operating platforms for traditional and alternative investment managers and organisations all over the world.