SEI Family Office Services
Steven Edelman has a diverse work experience in the financial services industry. Steven started their career as the Director of Operations and Human Resources at DataLan Corporation in 1997. Steven then moved on to become the Managing Director of Relationship Services at Private Client Resources, LLC in 2007. Currently, they are the Managing Director for Institutional Relationships at SEI Family Office Services since 2015.
Steven Edelman attended the University at Albany, SUNY, where they obtained a Bachelor of Arts (BA) degree. Steven also pursued a Master of Public Administration (MPA) degree at John Jay College (CUNY). However, no specific start or end years are available for both their educational experiences.
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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.