Leadership Overview
SEI has 10 executives leading key functions including strategy, information technology, finance, legal, and compliance.
Driven by a commitment to innovation, SEI provides comprehensive investment processing, management, and operations solutions globally, shaping the future of financial services through advanced technology and strategic insight.
Driven by a commitment to innovation, SEI provides comprehensive investment processing, management, and operations solutions globally, shaping the future of financial services through advanced technology and strategic insight.
Leadership Roles at SEI
Matthew Hopkins - Partner & Chief Executive Officer, GA Division.
Matthew Hopkins, the Partner & Chief Executive Officer, GA Division. at SEI, directs the strategic vision and operational execution for the Global Asset Servicing division. This leadership role involves driving growth initiatives, optimizing service delivery, and ensuring alignment with SEI's overarching mission to transform wealth management. Hopkins oversees critical functions that support institutional and retail clients, focusing on enhancing client value through innovative solutions and robust operational frameworks. The Chief Executive Officer, GA Division. ensures the division's performance contributes significantly to SEI's market position and financial objectives. By fostering a culture of excellence, Matthew Hopkins guides the team in navigating complex market dynamics and delivering superior outcomes for stakeholders.
Maxine Chou - Chief Financial Officer & Chief Operating Officer
Maxine Chou, the Chief Financial Officer & Chief Operating Officer at SEI, holds dual responsibility for the company's financial health and operational efficiency. This executive directs financial planning, reporting, and capital allocation, while simultaneously overseeing day-to-day business operations to ensure seamless service delivery. Chou's strategic oversight encompasses risk management, resource optimization, and the implementation of operational improvements across SEI's global footprint. The Chief Financial Officer & Chief Operating Officer plays a crucial part in driving profitability and sustainable growth. By integrating financial strategy with operational execution, Maxine Chou ensures SEI meets its strategic goals and delivers exceptional value to clients and shareholders.
Karen Weiss - Chief Financial Officer, Alternative Investments
Karen Weiss, the Chief Financial Officer, Alternative Investments at SEI, leads the financial strategy and oversight for SEI's alternative investment solutions. This executive directs financial operations, reporting, and analysis specifically tailored to the complexities of alternative asset classes. Weiss ensures robust financial controls and compliance frameworks are in place to support SEI's offerings in this specialized market segment. The Chief Financial Officer, Alternative Investments plays a key role in managing financial risk and optimizing performance for clients invested in alternative strategies. By providing expert financial leadership, Karen Weiss contributes to SEI's strength and reputation in the alternative investments sector.
Matthew Kowal - Chief Information Officer
Matthew Kowal, the Chief Information Officer at SEI, architects the company's global technology infrastructure and information security strategy. This executive directs the integration of cutting-edge technologies to enhance operational efficiency and support SEI's diverse financial services offerings. Kowal oversees the development and maintenance of robust IT systems, ensuring data integrity, system scalability, and compliance with stringent industry regulations. The Chief Information Officer plays a pivotal role in digital transformation efforts, driving innovation across all business units. By managing technology investments and IT operations, Matthew Kowal ensures SEI maintains a competitive technological edge in the global financial market.
John Steinmetz - Chief Technology Officer
John Steinmetz, the Chief Technology Officer at SEI, spearheads the company's technological advancements and innovation pipeline. This leadership position involves defining the long-term technology roadmap, ensuring SEI's platforms remain at the forefront of the financial services industry. Steinmetz oversees the research and development of new technologies, driving the implementation of solutions that enhance client experience and operational effectiveness. The Chief Technology Officer collaborates closely with other C-suite executives to align technology strategy with business objectives. By championing technological excellence, John Steinmetz ensures SEI delivers scalable, secure, and efficient solutions to its global client base.
Steven Zeh - Chief Technology Officer, Enterprise Cloud
Steven Zeh, the Chief Technology Officer, Enterprise Cloud at SEI, directs the strategy and execution for SEI's enterprise cloud infrastructure. This critical role involves overseeing the development, deployment, and management of cloud-based solutions that power SEI's global operations and client services. Zeh focuses on ensuring the scalability, security, and reliability of cloud environments, enabling seamless service delivery and data management. The Chief Technology Officer, Enterprise Cloud drives innovation in cloud architecture, optimizing performance and cost-efficiency. By leading the enterprise cloud initiatives, Steven Zeh ensures SEI leverages advanced cloud technologies to meet evolving market demands and maintain a robust technological foundation.
Mark Tierney - Chief Technology Officer, Sei Sphere
Mark Tierney, the Chief Technology Officer, Sei Sphere at SEI, drives the technological vision and development for SEI's Sphere platform. This leadership role involves architecting and implementing innovative solutions that enhance the capabilities and user experience of the Sphere ecosystem. Tierney oversees the engineering teams responsible for building and maintaining the platform's core functionalities, ensuring its scalability and reliability. The Chief Technology Officer, Sei Sphere focuses on leveraging cutting-edge technologies to deliver advanced digital solutions. By guiding the technological evolution of Sei Sphere, Mark Tierney ensures SEI remains a leader in providing integrated financial technology services.
Zachary Womack - Chief Technology Officer, Sei Platforms & Applications
Zachary Womack, the Chief Technology Officer, Sei Platforms & Applications at SEI, directs the strategic development and enhancement of SEI's core platforms and software applications. This executive oversees the design, implementation, and maintenance of robust technological solutions that underpin SEI's comprehensive financial services. Womack focuses on driving innovation within the platform architecture, ensuring seamless integration and optimal performance across all applications. The Chief Technology Officer, Sei Platforms & Applications plays a vital role in delivering user-centric technology that supports SEI's business objectives. By leading the platform and application technology teams, Zachary Womack ensures SEI provides cutting-edge, reliable solutions to its global clientele.
Caroline Levitt - Chief Compliance Officer
Caroline Levitt, the Chief Compliance Officer at SEI, directs the company's comprehensive compliance programs and regulatory adherence strategies. This executive ensures SEI operates in full accordance with all applicable laws, regulations, and industry standards across its global operations. Levitt oversees the development and implementation of policies and procedures designed to mitigate risk and maintain the highest ethical standards. The Chief Compliance Officer plays a critical role in safeguarding SEI's reputation and ensuring client trust. By championing a culture of compliance, Caroline Levitt supports SEI's commitment to integrity and responsible business practices in the financial services sector.
Lex Smith - Chief Legal Officer
Lex Smith, the Chief Legal Officer at SEI, provides strategic legal counsel and oversees all legal affairs for the company. This executive directs the legal department, managing corporate governance, litigation, intellectual property, and regulatory matters across SEI's global operations. Smith ensures SEI's business activities align with legal requirements and mitigate potential risks. The Chief Legal Officer plays an integral part in shaping corporate strategy and protecting the company's interests. By offering expert legal guidance, Lex Smith supports SEI's commitment to ethical conduct and sustainable growth within the complex financial services landscape.
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