Areas of Expertise
- Private wealth management for high-net-worth investors
- Emerging needs of the new wealthy
Michael S. Farrell is Managing Director for SEI Private Wealth Management, a business unit of SEI that provides private wealth management solutions, serving high-net-worth individuals and families.
Michael joined SEI in 1993. Before assuming this role, Michael held the position of Managing Director for National Broker Dealer Relationships for the SEI Advisor Network, where he was responsible for developing strategic relationships with suppliers of financial advisory, investment consulting, and investment management services.
In addition, he worked in SEI’s Institutional Group providing outsourced fiduciary management services to pension, endowment, and foundation clients.
Michael has been providing investment consulting services to private and institutional clients for over 30 years. Prior to joining SEI, Michael was a Managing Partner in a Philadelphia-based investment company, serving privately-held institutional and family clients. Michael started his career with Morgan Stanley, where he specialized in both fixed income and emerging growth companies.
Michael is the Chairman of the Board for the World Affairs Council of Philadelphia and serves in leadership roles for several community organizations. Michael received a Bachelor of Science in business administration from Georgetown University. He holds the FINRA Series 65 license.
Learn more about the SEI Private Wealth Management team.
SEI Private Wealth Management is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation, a registered investment advisor.