Michael Farrell
About Michael Farrell
Michael Farrell is the Executive Managing Director at SEI in Oaks, PA, with extensive experience in wealth management and business development.
Title and Current Role
Michael Farrell serves as the Executive Managing Director at SEI, located in Oaks, PA. In his current role, he leads SEI Private Wealth Management, where he assists families in managing the complexities involved in sustaining wealth and transitioning family values and assets to future generations.
Professional Experience at SEI
Michael Farrell has a long-standing career at SEI with diverse roles over the years. He previously served as the Managing Director of Wealth Network from 2006 to 2008, Managing Director of National Accounts in the Investment Advisory Unit from 2001 to 2005, and as Regional Director of the Global Institutional Group from 1993 to 2000. Through these roles, he cultivated a track record of building new businesses and distribution channels within the organization.
Education and Expertise
Michael Farrell holds a Bachelor of Science in Business Administration (BSBA) with a focus on Marketing and Economics from Georgetown University McDonough School of Business, where he studied from 1978 to 1982. His educational background provides a solid foundation in business principles.
Leadership and Strategic Change
Throughout his career, Michael Farrell has driven impactful strategic change by providing direct leadership and insightful guidance to decision-makers and key stakeholders. His expertise includes managing the often competing and technical advice from financial, accounting, legal, and tax advisers to achieve optimal client outcomes.
Board and Mentorship Roles
Michael Farrell chairs the board of a non-profit enterprise, demonstrating his commitment to social responsibility. He is also actively involved in mentoring startups, consistently engaging with the marketplace to evolve solutions that meet customer demands.