Areas of Expertise
- Advisor practice management
- Growth strategies for advisors in the current financial market
Steve Onofrio is Senior Vice President, Sales and Service for Independent Advisor Solutions by SEI. His primary responsibilities include developing the strategy for sales, practice management, and advisor support. He is also responsible for managing the sales force and the practice management teams to deliver our products and services to independent financial advisors.
Previously, Steve was a Senior Executive within our Institutional Group and was responsible for leading efforts to provide the entire suite of institutional services to our institutional markets: corporate, endowment & foundation, Taft-Hartley, and healthcare. Steve has over 30 years of experience providing investment and technology solutions to clients.
Steve spent his first six years here working within Global Wealth Services, where he was the Unit Leader for our regional bank market. He joined SEI in 1988 as a Financial Services Sales Executive.
Steve graduated from Rider University with a Bachelor of Science in commerce. He holds FINRA Series 7, Series 24, Series 63, and Series 65 licenses.