Areas of Expertise
- Wealth Management investment solutions for High Net Worth, Ultra High Net Worth clients and Family Offices
Using her deep understanding of financial markets and investments, Yolanda helps educate SEI Private Wealth Management clients on the investment options available to them. She uses our goals-based investment philosophy to help structure investment solutions that connect clients’ financial objectives to portfolio strategy.
She has 25 years’ expertise with alternative markets – particularly private equity – as well as traditional investment products, investment management business development, and familiarity with Latin American markets.
Yolanda has a Bachelor of Arts degree in Public Policy from the University of Pennsylvania and a MBA Finance from Columbia University.
Recent Articles from Yolanda Plaza-Charres
When should you think about capital gains tax in a goal-directed portfolio? Knowing the right time to defer or pay capital gains can help keep your portfolio on track
How We Cope When the Bull is Having Serious Mood Swings Yolanda Plaza-Charres discusses the market's volatility and looks ahead to 2019.