Areas of Expertise

  • Business development
  • Digital engagement
  • Advisor business strategy

Harley serves as a Managing Director for the Independent Advisor Solutions by SEI (IAS) Distribution and Engagement Team. In this role, Harley is responsible for influencing and building digital messaging and tools that support independent financial advisors and their clients. Building on his long career as a client-facing, business development professional, Harley focuses on digital strategy that increases advisor and investor engagement, and is a catalyst for collaboration and learning across IAS.

Harley joined SEI in 2005 and most recently served as a Regional Director, where he was responsible for engaging advisors and consulting with them in the areas of efficiency, growth strategies, and investment and planning recommendations. 

Harley graduated from Temple University with a bachelor’s degree in psychology. He later returned to Temple for his MBA in strategic management. Harley is also a Certified Financial Planner™ professional and holds FINRA Series 7, 63, and 65 licenses. 

Recent Articles from Harley Nager, CFP®