Areas of Expertise

  • New business development and building strategic partnerships
  • Investment processing and asset management outsourcing

"Our most important priority is to help each of our clients gain the competitive advantages they need to grow their wealth businesses and achieve their goals."

David Schug is Vice President of New Business Development for the SEI Wealth PlatformSM across North America. Having led multiple new-business sales teams and strategic initiatives over the past 22 years, David has largely been responsible for the expansion of SEI's investment processing and asset management outsourcing solutions to national or global bank wealth managers and custodians, independent trust companies and large RIAs headquartered across the United States and Canada.

Prior to joining SEI, David served as Senior Vice President of Sales for R.E. Harrington, a diversified third-party administration firm specializing in the outsourced administration of self-insured group health and dental plans, workers’ compensation and unemployment tax administration for Fortune 500 companies.

David earned his bachelor of science in business administration from Bowling Green State University, and holds Series 24, Series 7 and Series 63 licenses.

Learn more about the SEI Wealth Platform

Enterprise Wealth Management Services for Private Banking Organizations