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Wrong Steven Wittenberg?

Mr. Steven B. Wittenberg

Director of Legacy Planning and Philanthropy Solutions

SEI Investments Company

Direct Phone: (610) ***-****       

Email: s***@***.com

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SEI Investments Company

1 Freedom Valley Dr.

Oaks, Pennsylvania 19456

United States

Company Description

SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wea ... more

Find other employees at this company (5,030)

Background Information

Employment History

Managing Associate

Drucker & Scaccetti P.C

Senior Consultant

Deloitte LLP


Philadelphia History Museum

Philadelphia Bar Association

Philadelphia Estate Planning Council

World Affairs Council

JEVS Human Services Corporate Partners

Pennsylvania Bar Association


Bachelor of Science

Business Administration concentrations in Finance and Marketing

Drexel University



Temple Fox School of Business



Temple University School of Law


taxation/Estate Planning Certificate

Beasley School of Law of Temple University



Temple Fox School of Business



Temple University School of Law



Business Administration

Fox School of Business of Temple University

dual degrees

Finance and Marketing

Drexel University

Web References (17 Total References)

Steve Wittenberg ... [cached]

Steve Wittenberg thumbnail Steve Wittenberg Director, Legacy and Philanthropy 610-676-3457

Legacy is one of the things that matters most to our clients, and Steve is an expert in the areas of tax, estate planning, succession and philanthropic advice.

In the confusion following a death, ... [cached]

In the confusion following a death, it's also common that assets in the estate are overlooked, says Steven Wittenberg, Director of Legacy Planning at SEI Investments, a national advisory firm based in Oaks, Pennsylvania.

Join Family Business Magazine editor ... [cached]

Join Family Business Magazine editor Barbara Spector, family business expert Michael N. McGrann, Doug Pugliese and Kristina Harshany of SEI Private Wealth Management, and Steven Wittenberg, SEI Director of Legacy Planning, for a sweeping discussion on how successful families sustain wealth across generations.

Steven B. Wittenberg
Director of Legacy and Philanthropy, SEI Private Wealth Management
Steven B. Wittenberg graduated magna cum laude in Business Administration with dual degrees in Finance and Marketing from Drexel University, a JD/LLM in taxation/Estate Planning Certificate from the Beasley School of Law of Temple University and a MBA from Fox School of Business of Temple University. He is admitted to the Pennsylvania and New Jersey bars and maintains a Pennsylvania Real Estate Brokerage license. In 2013, Steven was selected by the Philadelphia Business Journal as one of their 40 under 40 professionals. Further, in 2008 and 2010, Steven was recognized by Philadelphia Magazine's Super Lawyer Issue as a Young Rising Star in the areas of Estate Planning and Tax. The majority of Steven's career has been spent in consulting or legal roles. For five years, Steven jockeyed between the tax firm of Drucker & Scaccetti, P.C. ("D&S"), providing tax accounting and business consulting services, and the law firm of Shaiman, Drucker, Beckman, Sobel & Stutman, LLP, practicing tax law and estate planning. His client base primarily consisted of high net worth individuals, entrepreneurs, corporate executives, and family owned businesses. Prior to D&S, Steven spent a combined seven years as a tax consultant at Deloitte, a "Big 4" accounting firm, and Rohm and Haas Company, a local Fortune 500 company. Immediately prior to joining SEI, Steven engaged in an entrepreneurial start-up venture in which he was the broker of record for and partner of Icon Realty Group, LLC ("Icon"). Icon is a vertically integrated real estate organization concentrating on traditional brokerage, property manager, rehabilitations, construction and insurance. Steven is very active in the Philadelphia area community. He serves on the Board of Directors of the Philadelphia History Museum, Board of Director of the Drexel Board of Governors, President and acting Treasurer of Spells Writing Lab, Inc., a non-profit dedicated to fostering the love of creative writing in school children, is a member of the JEVS Human Services Corporate Partners, SEI Cares Grant Committee, the World Affairs Council, Philadelphia Estate Planning Council, Pennsylvania Bar Association, and Philadelphia Bar Association. Finally, Steven remains active in his alma maters, having served as an Adjunct Business Professor, mentor and outside class reviewer at Drexel University and a member of the Temple Law Alumni Association.

Philadelphia History Museum, a ... [cached]

Philadelphia History Museum, a nonprofit educational institution, appointed Alyse Ghee Colen, Howard H. Lewis Jr., and Steven Wittenberg to its board.

Wittenberg is the director of legacy planning for SEI.

Steve Wittenberg, an estate- ... [cached]

Steve Wittenberg, an estate- and tax-planning director with SEI Private Wealth Management, also thinks that organizations could see fewer donations this holiday season.

He expects, however, that charities will be big beneficiaries over the next five to 10 years as more baby boomers retire and transfer trillions of dollars to the next generation.
"Nonprofits shouldn't be discouraged if giving drops this year," Mr. Wittenberg said.

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