SEI

STRATOS ’ continued momentum is a strong signal of where the wealth management industry is heading as advisors look for scale, structure, and strategic alignment without giving up the independence that defines their businesses. This is exactly where the right infrastructure matters. By combining entrepreneurial advisory practices with the institutional-grade capabilities of STRATOS , firms can unlock growth while preserving what makes them unique. It’s encouraging to see how SEI’s strategic investment is helping accelerate that vision by bringing additional scale, resources, and operational depth to support advisors over the long term. The takeaway is clear: the future belongs to firms that can pair independence with infrastructure, and Stratos alongside SEI can enable both.

AI is loud. Every day there’s a new model, new feature, or new “game-changer.” LinkedIn is a nonstop highlight reel of technical brilliance. And there I was, in the middle of the explosion, project managing an AI implementation and rollout before AI rollouts were “cool”. I’m going to be honest: my humanities degree could only stretch so far. I felt, and was, WAY out of my depth. Over the last year, I spent most of my time doing the only thing I genuinely felt confident doing: learning, asking better questions, and trying to stay ahead of a moving train, with varying degrees of success and only a couple of full-blown meltdowns along the way. As I found out, when you’re deep in any implementation, there’s barely time to breathe, let alone contribute to the LinkedIn noise. I wasn’t posting thought leadership. I was in the trenches, figuring things out in real time. The only thing that made those trenches better and the AI noise manageable? The team I surrounded myself with. What my experience made crystal clear is this: my success was never going to come from being the most technical person in the room (I knew that from the jump) or from learning everything the fastest. It came from being surrounded by people whose talent made the entire project possible. I can point to every workstream owner from my first AI product implementation and rollout and say, “I couldn’t have done this without you.” This is not humility, it’s a fact. I can clearly identify what I learned from each person, what talent they brought to the whole, and which of their strengths made each phase a success. Every win belonged to the team. They translated complexity, challenged me, challenged the product, pressure-tested ideas, flipped the switches, explained the guts, caught blind spots, and elevated risks. For me, and probably some of them, the learning curve WAS vertical. I showed the fatigue. They almost never did. The real work wasn’t the project management or whatever thought leadership I could have produced to make noise. It was building the right team, backing it with the right executive support and guidance, and trusting them. AI is powerful. The noise is loud. But a well-built, talented team amplifies that power and refines that noise every time.

Appreciated the opportunity to discuss AI strategy at #Think2026 . One of the consistent themes was that AI success starts with data. At SEI , enterprise data ownership and curation underpin everything we do—driving trusted, well‑governed data and reliable AI outcomes at scale. Talk to us about SEI Data Cloud if you want to prepare your organization for an AI-native future.

We’re proud to support Braden Shattuck as he steps onto one of golf’s biggest stages. His journey reflects the kind of discipline and continuous improvement we value every day at SEI. Looking forward to cheering him on this week. Good luck, Braden!

I HAVE A PODCAST! And I am most definitely going to use it. Always with respect to the 🌹victims, and a focus on why. Cases, interviews and extra psychology available to go alongside it on my Substack. Bonus subscriber material too. From the same producers as Faking It, I can't wait to see what this becomes as we grow and develop it - hopefully with you all along with me. From May 26th, The Profiler with me, Kerry Daynes. Wherever you listen. CrimeCon UK #TrueCrime #Podcast #TrueCrimeCommunity #ForensicPsychology #Psychology

We’re excited to welcome Purvil Patel to the AI in the City AI Lunch & Learn during AI Week New York. Purvil Patel is a technology, risk, cybersecurity, and AI governance executive with extensive experience leading operational transformation initiatives across highly regulated financial and technology environments. As a Technology Chief Compliance Officer, Purvil oversees technology compliance, cybersecurity governance, operational risk management, enterprise technology controls, and regulatory strategy — helping organizations navigate innovation while maintaining resilience, accountability, and trust. In a moment where AI adoption is accelerating faster than governance frameworks can keep up, Purvil brings a critical enterprise perspective on what responsible implementation actually looks like inside modern organizations. This session is ideal for founders, operators, compliance leaders, technologists, enterprise professionals, and anyone trying to understand the real operational side of AI adoption. 📍 New York City 📅 May 15, 2026 ⏰ 10 AM – 3 PM 🎟️ Free Admission Hosted by AI in the City during #AIWeekNY #AIWeekNY #AIintheCity #ArtificialIntelligence #AIGovernance #Cybersecurity #RiskManagement

I had a fantastic experience at the 39th Annual FPA Philadelphia Spring Symposium hosted by the FPA Philadelphia . The event offered the perfect opportunity to reconnect with friends and build new relationships. Having the event so close to SEI ’s global headquarters makes continued collaboration and staying connected even easier. At SEI , we work with firms that want 𝗺𝗼𝗿𝗲 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 across their platform, 𝗺𝗼𝗿𝗲 𝗳𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 in how they operate, and 𝗺𝗼𝗿𝗲 𝗮𝗹𝗶𝗴𝗻𝗺𝗲𝗻𝘁 with a long-term strategic partner. ➡️Learn more about how we support RIAs: https://lnkd.in/e7CjGWf5 A special shoutout to Gregory Fat, MBA, CFP® and Neal Nowakowski Jr from The Bancorp , a strategic partner of SEI. It was a pleasure catching up as always. #FPAPhiladelphia #AdvisorCommunity #RIA #SEI #StrategicPartners #Philadelphia

It's official. I am an MBA Graduate! 🎓 I am so proud to share that I graduated from Temple University's Fox School of Business with my Master of Business Administration. The journey wasn't easy, but it was worth every late night. I learned a lot, met some amazing people, and walked away with new perspectives on leadership and strategy along with a deep appreciation for collaboration, resilience, and really good coffee. Excited for what the next chapter brings! #MBA #Graduate #TempleMade #FoxSchoolofBusiness

Bloomberg recently published an in‑depth look at the continued growth of collective investment trusts, featuring perspective from SEI’s @Chris Randall. The piece highlights how CITs are shaping today’s retirement market and the role third‑party trust providers like SEI play as the space continues to evolve. Read the full article here: https://lnkd.in/e4JC2QCH