Areas of Expertise
- Wealth management technology and operations
- Platform strategies for RIAs and wealth managers
- New business development and building client partnerships
Andy West is the Managing Director of the Large RIA market segment for SEI’s Enterprise Wealth Management Services, focusing on wealth managers with over $1 billion in assets under management. He provides extensive experience and expertise in relationship development, team leadership, technology strategy, and new market entry.
Andy has over twenty years of experience with wealth management technologies and outsourced operations platforms, offering firms real solutions to their growth impediments. He has worked with wealth managers through all phases of their SEI experience by leading new business development, platform implementation, and relationship management teams in SEI’s U.S. and UK offices. Andy began his career at SEI’s head office as an applications developer in SEI’s Investment Manager Unit.
Andy earned a Bachelor of Business Administration in accounting from Stetson University and an MBA with a concentration in International Management and Finance from the Thunderbird School of Global Management. He also holds Series 7 and 63 licenses.
Platform Solutions for Wealth Managers
Position your growing wealth advisory business to scale more efficiently with our agile wealth management platforms, outsourced operations, and comprehensive integration strategies.Learn More