Director, SEI Private Wealth Management
Sue West is Director of SEI Private Wealth Management, a business unit of SEI that provides private wealth management services to ultra-high-net-worth families, family offices and non-profit organizations. She is responsible for research and development of solutions to meet the needs of clients; for customized advice and investment strategies, and for business development.
Sue has over 25 years of experience in investment management and wealth management, focusing on the needs of institutions and ultra-high-net-worth investors. Prior to joining SEI Private Wealth Management in 2003, Sue was a Managing Director in SEI's Investment Management Unit and led the newly formed Alternative Investments Team. The team created SEI's first-generation private equity and hedge fund of fund products, which included portfolio construction, manager due diligence and selection, and ongoing monitoring. Previously, she lead the Global Asset Allocation team which provided capital market and asset class research; asset allocation and investment policy development for global asset management clients; and asset/liability analysis for institutional investors in the U.S., U.K., South Africa, and South America.
Before joining SEI in 1991, Sue worked at Towers Perrin for eight years as an actuarial specialist, and was focused on providing actuarial valuations and asset/liability analysis to institutional clients.
Sue graduated with a degree in mathematics from Shippensburg University. She has written numerous articles and spoken at events and conferences for advisors and banks in the U.S. and internationally on topics ranging from asset allocation, tax-management, behavioral finance, goals-based investing and wealth management. She currently serves as a board member for Georgia Tech's Parent Advisory Board and for Healthworks Academies. She serves on the development committee for the Chester County Fund for Women and Girls and as a corporate board member for the Philadelphia Museum of Art.