Areas of Expertise

  • Goals-based wealth management strategies and implementation
  • Fintech product strategy and development
  • Global asset allocation and investment strategy

J. Womack serves as the Director of Investment Products & Services for Independent Advisor Solutions by SEI. In this role, he is responsible for defining and implementing investment solution strategy. He drives the development of new solutions, enhances and supports existing ones, and identifies opportunities to combine technology and investments in ways that empower independent advisors. J. is also a contributor for our Practically Speaking blog.

J. joined SEI in 2018. Previously he worked as Head of Investment Strategy and Chief Administrative Officer for Capital Preferences, Ltd., where he was responsible for day-to-day operations and the development of quantitative methods that integrated behavioral finance with investment strategy and financial planning.

J. graduated with a Bachelor of Arts in Economics from the University of Southern California, and an MBA in Finance from The Wharton School at the University of Pennsylvania.

Recent Articles from J. Womack