Steve Wittenberg

Steve Wittenberg is a seasoned professional with extensive experience in wealth management, estate planning, real estate, and nonprofit leadership. Currently serving as Managing Director of Legacy and Philanthropic Planning at SEI, Steve provides comprehensive advisory services for ultra-high net worth and high net worth clients, specializing in tax, trust, and philanthropic strategies. As a licensed real estate broker at XCEL Property Group, LLC, Steve manages multi-family properties in the Philadelphia area. Additionally, as the acting Executive Director, President, and Treasurer of Spells Writing Lab, Inc., Steve supports creative writing and literacy programs for local school children. Steve's background includes significant roles at DRUCKER & SCACCETTI, DELOITTE, and KPMG, with a focus on tax planning and compliance. Steve holds a JD and LLM in Tax Law from Temple University, an MBA in Legal Studies, and a BS in Business Administration with a concentration in Finance and Marketing.