Our team | SEI U.S.

Our team has a diverse set of individual skills in business, financial planning, investment, tax, legal, estate, banking and operational expertise.

We have wide-ranging credentials, from our educational accomplishments, to our career experience, to awards and recognition from peers in the industry.

We are united in our mission. Each team member is expected to challenge traditional thinking, put clients first and exhaust every possibility when advising clients.

Jared Alvare

Account Manager

Stanley Barnes, CFA

Wealth Advisor

Rob Burchetta

Director of Business Development SEI Private Wealth Management

Darren Chen

Investment Strategist

Matthew Cohen

Account Manager

Mike Frederick

Director of Business Development

Jason Kolenda, CFP®

Wealth Advisor

Agatha Kulesza

Director of Client Service Reporting

Jeff Ladouceur

Head of SEI Private Wealth Management

Laura Merino, CFA

Senior Investment Strategist

Duane Oakes

Director, Senior Wealth Advisor

Karim Ouazzi, CFP®

Senior Wealth Advisor

Scott Prichard, CFA

Senior Investment Strategist

Ryan Schneck

Director, Private Client Portfolio Strategies

Jen Steele

Director, Senior Wealth Advisor

Jon Michael Topolski

Reporting Analyst

Steve B. Wittenberg

Director, Legacy Planning & Philanthropic Solutions

Kelley Wolfington

Senior Wealth Strategist

Wealth insights

Learn about the issues our experts think will impact the effectiveness of your wealth decisions.