Leadership Overview
SEI has 10 executives leading key functions including strategy, marketing, technology, and compliance.
Driven by a commitment to innovation, SEI provides comprehensive investment processing, management, and operations solutions globally, shaping the future of financial services.
Driven by a commitment to innovation, SEI provides comprehensive investment processing, management, and operations solutions globally, shaping the future of financial services.
Leadership Roles at SEI
Richard Gabriele - Chief Executive Officer
Richard Gabriele, the Chief Executive Officer at SEI, directs the company's overarching strategy and operational execution. Gabriele's leadership guides SEI's global provision of investment processing, investment management, and investment operations solutions. This executive ensures alignment across all business units, driving SEI's mission to deliver innovative financial services. The Chief Executive Officer's focus remains on expanding market reach and enhancing client value through robust technological integration and strategic partnerships. Richard Gabriele's tenure is marked by a commitment to advancing SEI's position as a leader in the finance industry, overseeing critical decisions that impact the company's financial performance and long-term growth trajectory. The executive's responsibilities encompass fostering a culture of excellence and driving sustainable business development across all operational facets.
Sanaz Mshnch - Principal Chief Executive Officer
Sanaz Mshnch, the Principal Chief Executive Officer at SEI, spearheads critical strategic initiatives and operational oversight. Mshnch's role involves driving SEI's core business functions, ensuring the seamless delivery of investment processing, management, and operations solutions worldwide. This executive champions innovation, focusing on enhancing client outcomes and expanding SEI's global footprint. The Principal Chief Executive Officer's leadership is pivotal in navigating complex market dynamics and identifying new avenues for growth. Sanaz Mshnch's strategic vision guides the company's response to evolving industry demands, reinforcing SEI's commitment to technological advancement and client-centric service delivery. The executive's influence extends to shaping the company's future direction and solidifying its market leadership.
Linda Scavone - President, SEI Private Trust Company
Linda Scavone, the President, SEI Private Trust Company at SEI, leads the strategic direction and operational management of SEI's private trust services. Scavone oversees the delivery of specialized trust solutions, ensuring clients receive exceptional service and robust wealth management support. This executive's role involves driving business growth, enhancing client relationships, and ensuring compliance with all relevant trust regulations. The President, SEI Private Trust Company's responsibilities include managing the trust company's financial performance and fostering a culture of excellence among the team. Linda Scavone's leadership is instrumental in strengthening SEI's position in the private trust market, providing tailored solutions for high-net-worth individuals and families. The executive's focus is on delivering secure and effective trust administration.
Michael Beattie - Managing Director, President Advisors' Inner Circle Funds, Investment Manager Services Division
Michael Beattie, the Managing Director, President Advisors' Inner Circle Funds, Investment Manager Services Division at SEI, spearheads the strategic growth and operational success of SEI's Advisors' Inner Circle Funds. Beattie directs the investment manager services division, focusing on delivering comprehensive solutions that support fund managers and their clients. This executive's responsibilities include driving product development, enhancing service offerings, and ensuring operational excellence within the division. The Managing Director, President Advisors' Inner Circle Funds, Investment Manager Services Division's leadership is crucial for expanding SEI's market share and strengthening its relationships with key investment partners. Michael Beattie's expertise is vital in navigating the complexities of the investment management landscape. The executive's commitment is to providing superior value and support to SEI's fund management clients.
Mark Samuels - Chief Marketing Officer, Recently & Executive Vice President & Member of Committee At Sei Executive
Mark Samuels, the Chief Marketing Officer, Recently & Executive Vice President & Member of Committee At Sei Executive at SEI, orchestrates SEI's global marketing and brand strategy. Samuels drives initiatives to enhance SEI's market presence and communicate the value of its investment processing, management, and operations solutions. This executive oversees all aspects of corporate communications, digital marketing, and market development, ensuring consistent brand messaging across diverse platforms. The Chief Marketing Officer, Recently & Executive Vice President & Member of Committee At Sei Executive's responsibilities include identifying emerging market trends and translating them into actionable growth strategies. Mark Samuels' leadership ensures SEI effectively reaches its target audiences and strengthens relationships with clients and stakeholders. The executive's role is crucial in positioning SEI as a forward-thinking leader in the financial services sector.
Emily Swope - Chief of Staff To the Chief People and Culture Officer
Emily Swope, the Chief of Staff To the Chief People and Culture Officer at SEI, provides strategic support and operational coordination for human capital initiatives. Swope facilitates the execution of SEI's people and culture strategies, ensuring alignment with the company's broader business objectives. This role involves managing key projects, optimizing internal communications, and enhancing employee engagement across SEI's global operations. The Chief of Staff To the Chief People and Culture Officer's responsibilities include streamlining processes and driving efficiency within the people operations function. Emily Swope's contributions are vital in fostering a positive and productive work environment, supporting SEI's mission to deliver exceptional investment services. The executive's focus is on strengthening the organizational foundation to support sustained growth and innovation.
Mark Tierney - Chief Technology Officer, Sei Sphere
Mark Tierney, the Chief Technology Officer, Sei Sphere at SEI, leads the technological vision and development for SEI's Sphere platform. Tierney directs the engineering teams responsible for building and scaling innovative solutions that power SEI's investment processing and management services. This executive focuses on leveraging cutting-edge technologies to enhance platform performance, security, and user experience for clients globally. The Chief Technology Officer, Sei Sphere's responsibilities include driving architectural decisions and ensuring the technological roadmap aligns with SEI's strategic growth objectives. Mark Tierney's expertise is critical in maintaining SEI's competitive edge through advanced technological capabilities. The executive's leadership ensures the Sphere platform remains a robust and adaptable engine for SEI's evolving business needs.
Steven Zeh - Chief Technology Officer, Enterprise Cloud
Steven Zeh, the Chief Technology Officer, Enterprise Cloud at SEI, oversees the strategic direction and implementation of SEI's enterprise cloud infrastructure. Zeh guides the development and management of scalable, secure cloud environments that support SEI's global investment processing and operations solutions. This executive focuses on optimizing cloud architecture for performance, cost-efficiency, and reliability, ensuring robust support for all business functions. The Chief Technology Officer, Enterprise Cloud's responsibilities include driving cloud adoption strategies and managing relationships with key cloud service providers. Steven Zeh's leadership is essential for maintaining SEI's technological agility and enabling seamless service delivery worldwide. The executive's work underpins the company's ability to innovate and adapt in a rapidly changing digital landscape.
Zachary Womack - Chief Technology Officer, Sei Platforms & Applications
Zachary Womack, the Chief Technology Officer, Sei Platforms & Applications at SEI, directs the development and enhancement of SEI's core platforms and application suite. Womack leads the engineering efforts focused on creating robust, user-friendly applications that deliver SEI's investment processing, management, and operations solutions to a global clientele. This executive prioritizes innovation in application design and functionality, ensuring SEI's technology offerings remain at the forefront of the financial services industry. The Chief Technology Officer, Sei Platforms & Applications' responsibilities include overseeing the entire software development lifecycle and fostering a culture of technical excellence. Zachary Womack's strategic guidance is fundamental to SEI's ability to provide cutting-edge solutions and maintain operational efficiency. The executive's vision shapes the future of SEI's digital product portfolio.
Caroline Levitt - Chief Compliance Officer
Caroline Levitt, the Chief Compliance Officer at SEI, ensures adherence to all regulatory requirements and internal policies governing SEI's financial services operations. Levitt oversees the development and implementation of comprehensive compliance programs designed to mitigate risk and uphold ethical standards across the organization. This executive's responsibilities include monitoring regulatory changes, conducting internal audits, and advising leadership on compliance matters related to investment processing, management, and operations. The Chief Compliance Officer's leadership is critical in safeguarding SEI's reputation and ensuring operational integrity in a highly regulated industry. Caroline Levitt's diligent approach reinforces SEI's commitment to trust and transparency with clients and regulatory bodies. The executive's focus is on maintaining a robust compliance framework that supports sustainable business practices.
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