Thu, January 28, 2016
Director of Business Development, SEI Private Wealth Management
Douglas Pugliese is Director of Business Development for SEI Private Wealth Management business. In this role, Doug is responsible for developing new client relationships with ultra-high-net-worth individuals with a view toward advising and managing their wealth. Doug joined the firm with more than 16 years of experience in financial advisory roles as a trusted senior adviser to CEOs, senior executives, and boards of directors.
Prior to joining SEI, Doug served as Executive Managing Director and Principal of the Northeast region for a valuation consulting and financial advisory firm. In this role, he was responsible for developing and driving business growth while managing the New York and Philadelphia offices.
Previously, Doug was a Managing Director in the Investment Banking Division at Bear, Stearns & Co. Inc. In this capacity, he developed and executed strategic merger & acquisition and financing transactions worth more than $12 billion while based in the firm's New York and London offices.
Doug has conducted business all over the world, having lived and worked for more than 10 years in Latin America, Europe, and Africa. He also served as an officer and pilot in the United States Navy. He holds a Bachelor of Arts in economics and Spanish literature from the University of Pennsylvania and a Master of Business Administration in finance from the Stern School of Business at New York University.