SEI Next Council

SEI Next Council

A future-focused alliance of changemakers shaping what's next for financial services through purposeful innovation and collaboration.

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Brad Burke

Head of Investor Relations – SEI, Guest Speaker

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Amy Young

Managing Director, Industry Advisory, Capital Markets – Microsoft

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Brad Connors

President & Chief Executive Officer – iWealth Private Client Group

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David Collum

Chief Enterprise Services Officer – Peapack Private Bank & Trust

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David Ridgway

SVP, Group Product Manager – U.S. Bank Payments Innovation

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Lisa Kirchenbauer

Founding Partner & Senior Advisor – Omega Wealth Management

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Philip Moyer

Chief Executive Officer – Vimeo

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Rob Pettman

President & Chief Revenue Officer – TIFIN

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Robyn Jameson

Managing Director, Wealth Manager – Merit Financial Advisors

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Spenser Segal

Founder & Chief Executive Officer – ActiFi

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Steve Gresham

Chief Executive Officer – The Execution Project | Managing Partner – NextChapter

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Sneha Shah

Executive Vice President, Head of SEI Next – SEI

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Vivian Estadt

Director of Strategy & Operations for SEI Next, Council Community Lead – SEI

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Reilly Jacobs

Strategy & Operations Associate for SEI Next, Council Community Manager – SEI

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