Mark Ricketson
About Mark Ricketson
Mark Ricketson is the Regional Director of Private Wealth Management at SEI in Denver, Colorado, with extensive experience in charitable planning and investment management.
Company SEI
Mark Ricketson currently works at SEI as the Regional Director for Private Wealth Management based in Denver, Colorado, United States. In his role, he is responsible for initiating cross-selling strategies across multiple SEI divisions, including Private Wealth, Archway, Novus, and Institutional. He leverages partnerships with national law firms, Big Four accounting firms, local boutique practices, and key industry influencers. Mark has been instrumental in developing and delivering customized distribution strategies for the Western region.
Title of Regional Director - Private Wealth Management
As the Regional Director for Private Wealth Management at SEI, Mark Ricketson focuses on expanding the company's footprint in the Western region. His responsibilities include fostering collaborative relationships and dismantling silos within SEI's various divisions to ensure cohesive strategies and offerings. He plays a crucial role in designing and implementing innovative cross-selling strategies among different SEI divisions.
Education and Chartered Advisor in Philanthropy
Mark Ricketson holds a Bachelor of Science in Finance from the University of Massachusetts Lowell, where he studied from 1998 to 2000. He also holds the designation of Chartered Advisor in Philanthropy, which enhances his ability to provide expert philanthropic and charitable financial planning.
Professional Background and Previous Roles
Before his current role at SEI, Mark Ricketson spent 15 years at Fidelity Charitable, where he held various positions including Vice President, Charitable Planning Consultant, and Charitable Planning Associate / Team Leader. He worked at Quick & Reilly for a year as an Investment Representative and at Putnam Investments as a Regional Marketing Associate and Direct Marketing Associate. Each of these roles helped build his extensive expertise in investment and wealth management.