Michelle Brennan
About Michelle Brennan
Michelle Brennan is a Trust Manager at SEI in Oaks, Pennsylvania, with over 20 years of experience in the financial services industry, specializing in managing trust accounts for ultra-high-net-worth families.
Trust Manager at Sei
Michelle Brennan currently serves as a Trust Manager at SEI in Oaks, Pennsylvania, United States. She joined SEI in 2016 and has since been instrumental in managing significant assets under administration. Her role focuses on managing trust accounts primarily for ultra-high-net-worth families, leveraging her extensive knowledge in accounting, finance, and trust management.
Previous Role as Trading Analyst at Ppl Corporation
Michelle Brennan worked at Ppl Corporation as a Trading Analyst from 2015 to 2016 in Allentown, Pennsylvania, United States. In this role, she was involved in trading activities, contributing to the company's trading operations and enhancing portfolio performance for a year.
Equity Trading Experience at Turner Investment Partners
From 2002 to 2014, Michelle Brennan worked at Turner Investment Partners in Berwyn, Pennsylvania. Over her 12-year tenure, she specialized in equity trading, gaining deep insight into financial markets and the mechanisms of portfolio management. This long-term experience equipped her with a robust background in capital markets and investment strategies.
Financial Advisor at Schorn Wealth Management Company
Michelle Brennan started her professional journey at Schorn Wealth Management Company as a Financial Advisor from 1999 to 2002. During her 3 years there, she provided financial advice and portfolio management services, developing her expertise in financial planning and investment strategies.
Education and Bachelor's Degree in Accounting and Finance
Michelle Brennan graduated from West Chester University of Pennsylvania, where she studied from 1996 to 2000. She obtained her Bachelor's degree in Accounting and Finance, laying a strong academic foundation for her career in the financial services industry. Her education has been pivotal in her understanding of mutual funds, hedge funds, and comprehensive financial management.