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SEI Private Wealth Management
Michael S. Farrell is Managing Director of SEI Private Wealth Management, a business unit of SEI that provides private wealth management solutions, serving high-net-worth individuals and families.
Michael joined SEI in 1993. Before assuming this role, Michael held the position of Managing Director for National Broker-Dealer Relationships for the SEI Advisor Network.
He also worked in SEI's Institutional Group providing outsourced fiduciary management services to pension, endowment and foundation clients.
Prior to joining SEI, Michael was a Managing Partner in a Philadelphia-based investment company. He began his career with Morgan Stanley, where he specialized in both fixed income and emerging growth companies.
Michael is the Chairman of the Board for the World Affairs Council of Philadelphia and serves in leadership roles for several community organizations. He received a Bachelor of Science in business administration from Georgetown University and holds the FINRA Series 65 license.
Yes, it's important to talk about your estate plan with your children and how all the pieces work, but it could be even more important to make sure they understand the intent behind your wishes.
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