Areas of Expertise
- Platform-agnostic, customizable technology and advice
- Turnkey asset allocation
- Investment strategies
- Goals-based investing
Leveraging more than three decades of experience, our team provides discretionary asset management solutions, underpinned by SEI's manager research, asset allocation and portfolio construction advice.
Our mission: To enable wealth management firms and their advisors to achieve success and provide better outcomes to their clients through an integrated, customizable technology, advice and investment solution.
Our team helps to minimize barriers to success, which may include a combination of small scale, lack of resources, concern with cost, and the need to reduce firm risk (such as operational, investment and regulatory).
We believe our key differentiator is the way we work with clients. By establishing a true strategic partnership – aligned in value proposition and shared risk – we are able to offer a higher level of customization, providing our partners with diversification, a manager-of-managers approach, and a goals-based philosophy and process. It’s in these areas that SEI has been a pioneer and which continue to be recognized as innovations in financial services.
Meet our leadership team
Kevin Barr, Executive Vice President, SEI
Kevin drives our vision, strategy and strategic partnership approach in working with some of the world’s largest financial firms.
Derek Zeller, Global head of Asset Management Distribution Solutions and Marketing
Derek facilitates the development and distribution of our solutions globally. Email Derek
Ted Wozniak, CFA, Managing Director, U.S Asset Management Distribution
Ted helps firms throughout the United States identify and fill their need for customized investment solutions. Email Ted
Matthew McCloskey, CFA, Senior Client Portfolio Strategist
Matt represents all facets of the team's global discretionary asset management programs to strategic partners, including conveying industry best practices and trends within wealth management. Email Matt
SEI's Asset Management Distribution Team is a part of the Private Banking business unit of SEI Investments Company.