SEI Family Office Services
Josh Puccinelli is an experienced professional currently serving as an Implementation Specialist at SEI Family Office Services since April 2022. Alongside this role, Josh also works as a Server at 3UP Rooftop Lounge and serves as an Assistant Coach for Cross Country and Track at Carmel High School. Additionally, Josh hosts The Indiana Runner Podcast. Previous experience includes serving as a Server at Verde, the Head of Operations at CUPs Coffeehouse, and General Manager at Einstein Bros Bagels, where significant projects and staff training initiatives were implemented. Josh also held the position of Implementation Manager at One View, Inc. and worked as a Shift Lead at Einstein Bros Bagels earlier in the career. Josh earned a Bachelor of Science in Business Administration and Management from Purdue University in 2018.
SEI Family Office Services
About SEI Family Office Services SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of Dec. 31, 2021, SEI Family Office Services has $555 billion in assets on platform. For more information, visit seic.com/archway. About SEI® SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of Dec. 31, 2021, SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information, visit seic.com.