Duane Oakes

Director, Wealth Advisor and Senior Relationship Manager

Duane Oakes is a Managing Director, Wealth Advisor, and Senior Relationship Manager at SEI Investments, where they have been addressing the wealth management needs of individuals and families since 2000. Duane is a member of the Business Unit’s Leadership Council and has extensive experience in private wealth management. In addition to their financial career, Duane has been a soccer referee for NISOA and NCAA since 1998. They earned an MBA in Business from the University of Florida in 2000 and a BS in Economics from the United States Naval Academy in 1991.

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Downingtown, United States

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