Eric is a Relationship Manager within SEI's Family Office Services team where he serves as a client advocate and partner.
Prior to joining the Relationship Management team, Eric led the Archway Platform℠ Training team with a primary focus on helping clients maximize their use of the platform for their investment and accounting operations. In this role, he managed product documentation, curated educational content for system users, provided customized training opportunities through user conferences and private consultations and oversaw the communication of platform enhancements. Previously, Eric managed the SEI Family Office Services Client Relations team, where he oversaw the transition of dozens of clients and assisted hundreds of users with operating the Archway Platform. Additionally, he was instrumental in launching the firm’s Personal Expense Management Service.
Eric received a Bachelor of Science in finance from the Lacy School of Business at Butler University.
Outside of work, he enjoys spending time on the lake, watching Butler basketball, exploring new breweries, and spending time with his wife, son, and dogs, Huck and Finn.