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This profile was last updated on 8/1/2017 and contains contributions from the  Zoominfo Community.

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Wrong Steven Wittenberg?

Steven B. Wittenberg

LLM President and Secretary, Director of Legacy Planning

SEI Investments Company

HQ Phone:  (610) 676-1000

Direct Phone: (610) ***-****direct phone

Email: s***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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 wealth. ...more

Background Information

Employment History

Managing Associate

The Tax Warriors


Senior Consultant

Deloitte & Touche LLP


Legal Intern

PECO


Managing Associate and Drucker and Scaccetti

P.C


Affiliations

Philadelphia History Museum

Trustee


Spells Writing Lab, Inc.

Board Member


Philadelphia Bar Association

Member


Philadelphia Estate Planning Council

Member


World Affairs Council

Member


JEVS Human Services Corporate Partners

Member


Pennsylvania Bar Association

Member


Education

Bachelor of Science

Business Administration concentrations in Finance and Marketing

Drexel University


J.D./MBA

Taxation

Temple Fox School of Business


J.D./MBA

Taxation

Temple University School of Law


JD


JD/LLM

taxation/Estate Planning Certificate

Beasley School of Law of Temple University


MBA


MBA

Business Administration

Fox School of Business of Temple University


dual degrees

Finance and Marketing

Drexel University


Web References(26 Total References)


Webinars

www.familybusinessmagazine.com [cached]

Join Family Business Magazine editor Barbara Spector and Doug Pugliese, Kristina Harshany and Steven Wittenberg of SEI Private Wealth Management for a sweeping discussion on how successful families sustain and grow wealth.
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.


Board of Directors | Spells Writing Lab

phillyspells.org [cached]

Steven Wittenberg, JD, MBA, LLM President/Secretary, Director of Legacy Planning,
SEI Investments


Executives and Staff | Spells Writing Lab

phillyspells.org [cached]

President/Secretary: Steven Wittenberg, JD, MBA, LLM


www.seic.com

Steve Wittenberg thumbnail
Steve Wittenberg Director, Legacy and Philanthropy 610-676-3457 swittenberg@seic.com 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.


Don't Be Silent at the Silent Auction! | Spells Writing Lab

phillyspells.org [cached]

If you are unable to attend the event but would like to bid on items in advance, please email Steve Wittenberg.
NASCAR Racing Experience: Enjoy a trip for 2 to a 2012 NASCAR Spring Cup Series Race of your choice. Package includes premium level tickets, a 2-night hotel stay and round-trip airfare for 2. $7,250 value - Opening Bid: $2,800 Fairmont Hotel Experience: Enjoy a 4-night stay in a Junior Suite at select Fairmont Hotels and Resorts including top Canadian properties plus round-trip airfare for 2. $7,250 value - Opening Bid: $2,400 Estate Planning Consultation with Steven Wittenberg, Esq.: Steven is the Director of Legacy Planning in SEI's Wealth Management Practice. Steven is a JD/MBA/LLM in Tax with over 10 years of tax, estate and legal experience. More information can be found here. $500 value - Opening Bid - $250 Overnight Stay at Loews Hotel includes breakfast - $325 value - donated by Steven Wittenberg - Opening Bid - $150


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