Leadership Overview
SEI has 9 executives leading key functions including strategy, financial operations, technology development, human capital, compliance, and legal oversight.
Focused on delivering comprehensive investment processing and management solutions, SEI empowers global financial institutions through innovative operational platforms and sophisticated asset management strategies.
Focused on delivering comprehensive investment processing and management solutions, SEI empowers global financial institutions through innovative operational platforms and sophisticated asset management strategies.
Leadership Roles at SEI
Sanaz Mshnch - Principal Chief Executive Officer
Sanaz Mshnch, the Principal Chief Executive Officer at SEI, directs the overarching strategic vision for the firm. Mshnch architects long-term growth initiatives while overseeing the integration of investment processing and management solutions across global markets. By aligning corporate objectives with evolving financial landscapes, the Principal Chief Executive Officer ensures the organization maintains a competitive edge in the investment services sector. Mshnch fosters collaboration among senior leadership to drive operational excellence and client-centric innovation. This leadership role involves navigating complex regulatory environments and expanding the firm's footprint in North American and international markets. Through rigorous oversight of business performance, Sanaz Mshnch secures the financial health and market reputation of the company. The Principal Chief Executive Officer remains committed to delivering sustainable value to shareholders and clients alike, consistently refining the firm's approach to modern financial challenges.
Sean Denham - Chief Financial Officer, Chief Operating Officer & Executive VP
Sean Denham, the Chief Financial Officer, Chief Operating Officer & Executive VP at SEI, manages the firm's fiscal health and internal operational efficiency. Denham executes financial planning, capital allocation, and risk management strategies that support the company's diverse investment solutions. Overseeing the daily operations, the Chief Financial Officer, Chief Operating Officer & Executive VP ensures that internal processes align with the firm's broader goals for scalability and performance. Sean Denham coordinates with other executive leaders to optimize resource distribution and enhance profitability across all business units. This role involves monitoring global market trends to inform strategic decision-making and maintaining robust financial controls. By streamlining operational workflows, Denham drives productivity and supports the firm's commitment to high-quality service delivery. The Chief Financial Officer, Chief Operating Officer & Executive VP maintains a focus on long-term stability while navigating the complexities of the global financial services industry.
Tom Hunter - Director, Operational Due Diligence & Chief Financial Officer, Alternative Assets
Tom Hunter, the Director, Operational Due Diligence & Chief Financial Officer, Alternative Assets at SEI, oversees the financial integrity and risk assessment of alternative investment portfolios. Hunter directs the due diligence process to evaluate the operational stability of investment managers and assets. Serving as the Chief Financial Officer, Alternative Assets, the Director, Operational Due Diligence & Chief Financial Officer, Alternative Assets manages the financial reporting and performance analysis for this specialized segment. Tom Hunter ensures that all alternative asset operations adhere to strict compliance and quality standards. This leadership role involves working closely with investment teams to mitigate risk and optimize portfolio outcomes. By providing rigorous oversight, Hunter supports the firm's reputation for excellence in alternative investment management. The Director, Operational Due Diligence & Chief Financial Officer, Alternative Assets maintains a focus on transparency and accuracy, ensuring that the company's alternative asset offerings meet the sophisticated needs of global investors.
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 the private trust division. Scavone oversees the delivery of fiduciary services and wealth management solutions tailored to high-net-worth clients. As the President, SEI Private Trust Company, the executive drives growth initiatives and ensures that trust operations align with the firm's commitment to client service. Linda Scavone manages the relationship between the trust company and its clients, focusing on long-term wealth preservation and estate planning strategies. This leadership role involves coordinating with legal and financial advisors to provide comprehensive trust solutions. By maintaining a focus on fiduciary excellence, Scavone supports the firm's position as a trusted partner in private wealth management. The President, SEI Private Trust Company remains committed to delivering personalized service and maintaining the highest standards of trust administration for the company's diverse client base.
Zachary Womack - Chief Technology Officer, Sei Platforms & Applications
Zachary Womack, the Chief Technology Officer, Sei Platforms & Applications at SEI, leads the development and maintenance of the firm's core digital infrastructure. Womack architects scalable software solutions that power investment processing and client-facing applications. Overseeing the engineering teams, the Chief Technology Officer, Sei Platforms & Applications ensures that all platforms meet the rigorous security and performance standards required by global financial institutions. Zachary Womack drives the integration of new technologies to enhance user experience and operational speed. This leadership role involves collaborating with product managers to align technical roadmaps with market demands and client needs. By prioritizing innovation in platform architecture, Womack supports the firm's ability to deliver reliable, high-performance investment tools. The Chief Technology Officer, Sei Platforms & Applications maintains a focus on digital transformation, ensuring that the company's technological capabilities remain at the forefront of the investment management industry.
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, coordinates strategic initiatives related to human capital and organizational development. Swope facilitates communication between the leadership team and the broader workforce to ensure alignment with corporate values. Overseeing internal projects, the Chief of Staff To the Chief People and Culture Officer drives programs that enhance employee engagement and professional growth. Emily Swope manages the operational rhythm of the people and culture department, ensuring that talent management strategies support the firm's overall business objectives. This role involves analyzing organizational data to improve workplace culture and retention. By fostering an environment of inclusivity and high performance, Swope contributes to the firm's ability to attract and retain top-tier talent. The Chief of Staff To the Chief People and Culture Officer maintains a focus on operational efficiency within the human resources function, supporting the company's mission through effective people management.
Steven Zeh - Chief Technology Officer, Enterprise Cloud
Steven Zeh, the Chief Technology Officer, Enterprise Cloud at SEI, manages the firm's transition to and optimization of cloud-based infrastructure. Zeh architects secure, scalable cloud environments that support the company's global investment operations. Overseeing the enterprise cloud strategy, the Chief Technology Officer, Enterprise Cloud ensures that data storage and processing capabilities remain resilient and efficient. Steven Zeh collaborates with IT and security teams to implement cloud solutions that enhance operational agility and reduce latency. This leadership role involves evaluating emerging cloud technologies to maintain the firm's competitive advantage in digital service delivery. By driving the adoption of cloud-native architectures, Zeh supports the company's ability to handle complex financial data with speed and precision. The Chief Technology Officer, Enterprise Cloud maintains a focus on infrastructure reliability, ensuring that the firm's digital foundation supports the evolving needs of the investment management business.
Caroline Levitt - Chief Compliance Officer
Caroline Levitt, the Chief Compliance Officer at SEI, directs the firm's regulatory adherence and ethical standards. Levitt monitors global financial regulations to ensure that all investment operations remain in full compliance with legal requirements. Overseeing the compliance department, the Chief Compliance Officer implements robust internal controls and risk management frameworks. Caroline Levitt works with the Board and executive leadership to foster a culture of integrity and accountability across the organization. This role involves conducting regular audits and assessments to identify and mitigate potential regulatory risks. By maintaining strong relationships with regulatory bodies, Levitt protects the firm's reputation and operational license. The Chief Compliance Officer remains dedicated to navigating the complex legal landscape of the financial services industry, ensuring that the company's business practices consistently meet the highest standards of transparency and regulatory compliance.
Michael Peterson - Executive VP & General Counsel
Michael Peterson, the Executive VP & General Counsel at SEI, manages the firm's legal affairs and corporate governance. Peterson provides strategic legal advice to the executive team and the Board, ensuring that all business activities align with legal requirements and corporate policies. Overseeing the legal department, the Executive VP & General Counsel handles complex contract negotiations, litigation management, and regulatory filings. Michael Peterson works to protect the company's intellectual property and mitigate legal risks associated with global investment operations. This leadership role involves collaborating with other C-suite members to navigate the legal complexities of international expansion and product development. By providing sound legal counsel, Peterson supports the firm's ability to execute its business strategy with confidence. The Executive VP & General Counsel maintains a focus on corporate ethics and legal compliance, ensuring that the company operates within the bounds of the law while pursuing its growth objectives.
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