Areas of Expertise
- Helping clients identify, articulate and prioritize goals
- Acting as our client's advocate in all aspects of wealth management
- Coordinating advice, day-to-day wealth management and getting clients answers
Our goal-directed approach to wealth management helps you answer the four questions that matter:
- Do I have enough to support my lifestyle?
- What if something happens to me?
- Am I having the impact I desire?
- Am I missing anything?
Patsy brings 30 years of investment management experience to SEI Huntington Steele. Her experience covers the breadth of investment management sectors, with a heavy emphasis on fixed income, derivatives, and economic analysis. Patsy has spent the last eighteen years focusing on high net worth individuals.
Previously, Patsy was a Managing Director at Bank of America / Montgomery Securities, first in San Francisco and then in Seattle, when she moved there to open the first Washington-based office for Montgomery. Patsy also brings 10 years of fixed income and derivative institutional sales experience with Salomon Brothers.
She holds a Bachelor of Science degree in Industrial Engineering from Stanford University. Patsy was a three time All-American in women’s field hockey. She was born in Philadelphia, Pennsylvania.
Jen brings over 20 years of investment experience to SEI Huntington Steele. Her experience spans many investment sectors, with a particular concentration on quantitative analysis, portfolio optimization, asset allocation modeling and portfolio manager search, selection and monitoring. Jen has spent over 10 years focusing on high net worth individuals.
Prior to that, she worked in Corporate Treasury management with Microsoft, The Walt Disney Company and Amazon.com.
Jen holds Master and Bachelor of Science degrees in Industrial Engineering and a Bachelor of Arts degree in Psychology, all from Stanford University. She was born in Denver, Colorado.
SEI Huntington Steele is a registered investment advisor. Certain advisory services may also be provided by SEI Investments Management Corporation (SIMIC), a registered investment advisor. SIMC also provides various life and wealth services under the umbrella name SEI Private Wealth Management.