Episodes

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Jack Sharry
LifeYield

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Paul Hatch
Vestria Capital

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Jeff Benfield
SEI

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Arlen Oransky
Money Management Institute

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Tim Williams
Money Management Institute

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Rob Pettman
TIFIN

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Robbie Cannon
Founders Financial

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Michael Liersch
Wells Fargo

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Mike Lee
EY

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Christine Simone
Caribou

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Tom Rieman
Practice Intel

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Danielle Learned
Horizon Investments

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Jay Link
Bank of America Merrill Lynch

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Roger Paradiso
Franklin Templeton

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Darren Tedesco
Advisor360°

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Robert Sofia
Snappy Kraken

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Jacquelyn Reardon
Franklin Templeton

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Erich Holland
SEI

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Matt Reiner
Capital Investment Advisors

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Jack Sharry
LifeYield

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WealthTech on Deck

About WealthTech on Deck

WealthTech on Deck is an SEI podcast about the future of wealth management and the major role technology plays in it.

About SEI

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives.

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