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
Surprising trends that financial advisors should watch in 2022 What to keep your eye on in the intersecting worlds of financial services and technology.
Millennials, Memes, and Making It Millennials have learned some valuable lessons recently, and they’re investing smarter than ever.
Is This the Right Time to Invest in Bonds? With so much talk about inflation, how should advisors look at bonds?
Stayin' Alive: Were the Bee Gees Singing About Retirement? What does this famous song have to do with retirement?
Institutions are ‘Smart Money?’ Retail Investors Take It Personally Investors and advisors alike want a tech-centric approach to personalized financial advice
The Only Topic More Polarizing Than Politics No matter your viewpoint, “active versus passive” is one of those topics we just shouldn’t bring up
What Isaias Taught Me about Diversification When the cost of avoiding risk reduction rears its head