SEI Executive and Leadership Team

Sanaz Mshnch, the Principal Chief Executive Officer at SEI, directs the overarching corporate strategy and global vision for the firm. By aligning investment processing capabilities with evolving market demands, Mshnch ensures the organization maintains a competitive edge in the financial services sector. This leadership role involves constant engagement with the Board to refine long-term growth objectives and operational efficiency. Sanaz Mshnch architects high-level initiatives that expand the reach of investment management solutions across diverse international markets. Through rigorous oversight of organizational performance, the Principal Chief Executive Officer fosters a culture of innovation and excellence. The executive maintains focus on delivering value to clients while navigating complex regulatory landscapes. By prioritizing scalable technology and robust service models, the Principal Chief Executive Officer secures the firm's position as a premier provider of financial infrastructure, ultimately driving sustainable profitability and market influence for the entire enterprise.

Sean Denham, the Chief Financial Officer, Chief Operating Officer & Executive VP at SEI, manages the fiscal health and internal operational workflows of the company. Overseeing capital allocation and resource distribution, Denham ensures that financial reporting remains transparent and accurate for stakeholders. This dual-function role requires the Chief Financial Officer, Chief Operating Officer & Executive VP to streamline business processes, thereby enhancing productivity across all investment operations. Sean Denham drives initiatives that optimize cost structures and improve margin performance on a global scale. By integrating financial planning with operational execution, the executive supports the firm's strategic goals for expansion and efficiency. The Chief Financial Officer, Chief Operating Officer & Executive VP maintains close collaboration with other senior leaders to align budgetary priorities with technological investments. Through disciplined management of corporate assets, Denham strengthens the financial foundation necessary for long-term growth and operational resilience within the competitive investment services landscape.

Linda Scavone, the President, SEI Private Trust Company at SEI, directs the fiduciary services and trust administration operations for the firm's private wealth clients. By overseeing the management of complex trust structures, Scavone ensures that the company provides secure and efficient wealth preservation solutions. This leadership role involves managing the regulatory and operational requirements specific to trust services, ensuring compliance with all legal obligations. Linda Scavone drives the development of service models that cater to the unique needs of high-net-worth individuals and families. The President, SEI Private Trust Company collaborates with wealth management teams to deliver integrated financial planning and asset protection strategies. By focusing on client-centric service, the executive enhances the firm's reputation in the private trust sector. Scavone maintains a commitment to operational excellence, ensuring that the trust company remains a reliable partner for clients seeking long-term financial security and effective estate management within the broader investment services ecosystem.

Steven Zeh, the Chief Technology Officer, Enterprise Cloud at SEI, architects the scalable cloud infrastructure that powers the firm's investment processing solutions. By modernizing legacy systems and transitioning core services to cloud-native environments, Zeh enhances the agility and security of the company's digital offerings. This leadership role involves managing the enterprise-wide cloud strategy to ensure high availability and performance for global clients. Steven Zeh drives the adoption of advanced computing frameworks that support complex investment management workflows. The Chief Technology Officer, Enterprise Cloud collaborates with engineering teams to implement robust data protection measures and seamless integration protocols. By focusing on technological innovation, the executive enables the firm to deliver faster, more reliable services to financial advisors and institutions. Steven Zeh ensures that the cloud architecture remains resilient against evolving cyber threats while supporting the rapid deployment of new financial products across the organization's expansive digital ecosystem.

Mark Samuels, the Chief Marketing Officer, Recently & Executive Vice President & Member of Committee At Sei Executive at SEI, directs the brand strategy and market positioning for the firm's diverse investment solutions. By crafting targeted communication campaigns, Samuels increases awareness of the company's value proposition among institutional clients and financial advisors. This leadership role involves analyzing market trends to identify growth opportunities and refine the firm's outreach efforts. Mark Samuels drives the development of content and digital strategies that highlight the company's expertise in investment operations and management. The Chief Marketing Officer, Recently & Executive Vice President & Member of Committee At Sei Executive collaborates with sales teams to ensure consistent messaging across all regional markets. By leveraging data-driven insights, the executive optimizes marketing spend and enhances lead generation. Samuels strengthens the firm's reputation as a thought leader, ensuring that the brand remains synonymous with innovation and reliability in the global financial services industry.

Emily Swope, the Chief of Staff To the Chief People and Culture Officer at SEI, coordinates the strategic initiatives and operational priorities within the human capital division. By facilitating communication between leadership and the broader workforce, Swope ensures that organizational culture remains aligned with the company's core mission. This role involves managing complex projects that enhance employee engagement, talent development, and workplace inclusivity. Emily Swope drives the execution of internal programs that support the firm's commitment to professional growth and operational excellence. The Chief of Staff To the Chief People and Culture Officer monitors key performance indicators related to workforce productivity and retention. By streamlining administrative processes, the executive allows the leadership team to focus on high-impact talent strategies. Swope fosters a collaborative environment that empowers staff to deliver superior investment solutions, ultimately strengthening the internal foundation that supports the firm's global market presence and long-term success.

Zachary Womack, the Chief Technology Officer, Sei Platforms & Applications at SEI, oversees the development and maintenance of the proprietary software platforms used by financial advisors. By focusing on user experience and functional reliability, Womack ensures that these applications provide seamless access to investment management tools. This leadership role involves managing the software development lifecycle to deliver high-quality, secure, and efficient digital solutions. Zachary Womack drives the integration of new features that address the specific needs of the firm's diverse client base. The Chief Technology Officer, Sei Platforms & Applications collaborates with product managers to align technical roadmaps with business objectives. By prioritizing innovation in application design, the executive enhances the firm's ability to support complex investment operations. Womack maintains a focus on technical excellence, ensuring that the platforms remain robust and scalable as the company expands its reach across international financial markets and service sectors.

Caroline Levitt, the Chief Compliance Officer at SEI, directs the regulatory framework and risk management protocols that govern the firm's global operations. By monitoring changes in financial legislation, Levitt ensures that all investment management and processing activities adhere to strict legal standards. This leadership role involves implementing comprehensive compliance programs that mitigate operational risks and protect the firm's reputation. Caroline Levitt drives the development of internal policies that promote ethical conduct and transparency across all business units. The Chief Compliance Officer collaborates with legal teams to address complex regulatory challenges in various jurisdictions. By fostering a culture of accountability, the executive ensures that the firm maintains the trust of clients and regulators alike. Levitt oversees the continuous assessment of compliance controls, adapting strategies to address emerging threats in the financial services industry. Through rigorous oversight, the Chief Compliance Officer secures the firm's operational integrity and supports its commitment to responsible financial practices.

Amy Sliwinski, the Chief People & Culture Officer & Executive VP at SEI, manages the firm's human capital strategy, focusing on talent acquisition, development, and organizational culture. By designing programs that attract and retain top-tier professionals, Sliwinski ensures that the company possesses the expertise required to deliver complex investment solutions. This leadership role involves overseeing diversity, equity, and inclusion initiatives that foster a high-performing and collaborative workplace. Amy Sliwinski drives the implementation of performance management systems that align individual contributions with the firm's strategic goals. The Chief People & Culture Officer & Executive VP collaborates with other senior leaders to build a resilient workforce capable of navigating the evolving financial landscape. By prioritizing employee well-being and professional growth, the executive strengthens the firm's internal capabilities. Sliwinski ensures that the organizational culture remains a key differentiator, supporting the company's mission to provide exceptional service to clients worldwide.

Michael Peterson, the Executive VP & General Counsel at SEI, directs the legal strategy and risk mitigation efforts for the entire organization. By providing expert guidance on corporate governance, contracts, and litigation, Peterson ensures that the firm operates within the bounds of international law. This leadership role involves managing the legal department to support the company's diverse investment management and processing activities. Michael Peterson drives the resolution of complex legal matters, protecting the firm's interests while facilitating business growth. The Executive VP & General Counsel collaborates with the Board and other senior executives to address strategic challenges and regulatory inquiries. By maintaining a proactive approach to legal risk, the executive enables the firm to pursue new market opportunities with confidence. Peterson ensures that all corporate actions align with legal requirements, fostering a culture of integrity and compliance that supports the firm's long-term stability and success in the global financial services market.