Areas of Expertise

  • Manage strategic relationships with independent broker-dealers
  • Oversee the development of the broker-dealer desktop on the SEI Wealth Platform for compliance and oversight
  • Build investment management and platform distribution opportunities
  • Consult with home offices on industry best practices and facilitate growth programs

Mike is the Managing Director of the Independent Advisor Solutions’ National Accounts Team, which supports over 200 broker-dealer relationships. His team is responsible for developing strategic relationships with our independent broker-dealer partners and managing the needs of the home offices and their affiliated financial advisors.  

He has more than 22 years of experience on our solutions and sales teams, where he served as a Regional Director with Independent Advisor Solutions, supporting independent financial planners and wealth advisors in the Midwest region. He was also a Regional Director on our Private Banks team, delivering wealth management technology and custody solutions to private banks and trust departments in the Mid-Atlantic region. Previously, he worked on new business development for a Philadelphia-based institutional asset management firm.

Mike has a Bachelor’s degree in political science from Saint Joseph’s University. He currently holds the Series 65 license.    

Outside of work, Mike is a volunteer fire fighter. He lives in Malvern, Pennsylvania with his wife and three children.  

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