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Our team

Our experts work together to create an experience that extends an independent advisor’s value proposition.

We understand the advice business. Our team brings together experts from different disciplines who know how to create an exceptional advisor and investor experience.

Christopher Arizin

Christopher Arizin

Managing Director, North Region

Jeffrey Benfield

Jeffrey Benfield

Head of North American Intermediary Solutions

Frank Byrd

Frank Byrd

Managing Director, West Region

Gabriel Garcia

Gabriel Garcia

Managing Director, RIA Client Experience

Stephanie Giaramita

Stephanie Giaramita

Head of Advisor Marketing

Erich Holland

Erich Holland

Head of Sales and Experience

Heather Hovis

Heather Hovis

Head of Portfolio Management Experience

Paul F. Klauder

Paul F. Klauder

Executive Vice President, Head of SEI’s Advisor business

Matt Lugar

Matt Lugar

Head of Investment Solutions, North American Intermediaries

Shauna Mace, CHPC

Shauna Mace, CHPC

Head of Practice Management

Michael Matkovic

Michael Matkovic

Managing Director, National Accounts

Steve Miller

Steve Miller

Managing Director, Central Region

Harley Nager

Harley Nager

Managing Director, South Region

Aaron Von Alst

Aaron Von Alst

Managing Director, Custody and Integration

Marty Whalen

Marty Whalen

Head of Advisor Service and Operations

J. Womack

J. Womack

Global Head of Investment Solutions, SEI’s Global Asset Management business

Ted Wozniak, CFA

Ted Wozniak, CFA

Head of U.S. Asset Management Distribution

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