The Intersection SEI Investments

Dean Mioli, Director of Investment Planning, and Steve Wittenberg, Director of Legacy Planning, return for a discussion around year-end tax planning tips. They sit down with Leslie Wojcik, Head of Global Communications, to remind us there’s no need to act like a “deer in headlights” when it comes to the new tax bill.

Nicole Marquis, founder and CEO of nine plant-based restaurants in Philadelphia and Washington D.C., sits down with SEI’s Seth Morrison and Stephanie Giaramita to talk about the catalysts and milestones that ignited her advocacy passion and paved the way for her impressive career.  Enjoy Episode 20.

Dean Mioli and Steve Wittenberg are back to share more strategic tax planning tips. They sit down with Leslie Wojcik to discuss five proposed steps tax payers can take during the second half of this year to prepare for the next tax season. Enjoy Episode 19. 

Dan Simon, CEO and co-founder of Vested, an integrated communications agency, sits down with Leslie Wojcik, Head of Global Communications at SEI, to discuss the importance of incorporating financial literacy into adolescent curriculum and family conversations. Dan shares personal anecdotes that fuel his passion for educating our youth on finances and developing user-friendly products that mitigate the need for a complex understanding of the system to begin with.  Enjoy Episode 18.

Russ Kliman, Global Leader of SEI Ventures, and Jacqueline Baker, VP of Startup Programming at AARP Innovation Labs, talk about the rapidly evolving connection between health and wealth—and how technology can support it.

In this episode of The Intersection, our Chairman and CEO Alfred P. West Jr. discusses the decision to take SEI public in 1981, during a time of economic uncertainty.