Mike Frederick
About Mike Frederick
Mike Frederick is the Director of Private Wealth Management at SEI, specializing in assisting Ultra High Net Worth families with complex financial matters.
Current Role at SEI Private Wealth Management
Mike Frederick is the Director of Private Wealth Management at SEI, based in Oaks, PA. In his role, he works with approximately 222 families, managing assets under advisement totaling $3.7 billion. He helps clients answer essential questions about their financial future—including lifestyle support, wealth impact, and potential gaps. Mike employs a unique Discovery process to assist clients in sorting through complex subjects.
Previous Experience at TFS Capital
Prior to joining SEI, Mike Frederick served as the Director of Business Development at TFS Capital. During his nine-year tenure from 2006 to 2015, he likely honed his skills in client relationship management and business growth, which have been instrumental in his current role in private wealth management.
Background in Professional Sports and Foundation Work
Mike Frederick's career also includes significant experience outside of finance. From 1995 to 2000, he was a player in the National Football League (NFL). Following his sports career, he worked as Associate Director at The Virginia Athletics Foundation from 2003 to 2006. These roles underline a diverse career path that informs his comprehensive approach to client management.
Education and Academic Achievements
Mike Frederick holds a Master's degree in Business Administration from the University of North Carolina at Chapel Hill - Kenan-Flagler Business School, obtained in 2002. He also earned a Bachelor of Science in Commerce from the University of Virginia, completed in 1994. His educational background complements his professional career, providing a solid foundation in business and commerce.
High School and Coaching Career
In addition to his professional and academic achievements, Mike Frederick studied at Owen J Roberts High School, where he served as a football coach from 2015 to 2021. His coaching experience exemplifies his passion for balancing work and life, a philosophy he brings into his financial advisory role.