Steve Wittenberg
About Steve Wittenberg
Steve Wittenberg is the Director of Legacy Planning at Sei and a Licensed Real Estate Broker at Xcel Property Group, with extensive experience in law, business development, and community service.
Title and Current Positions
Steve Wittenberg currently serves as the Director of Legacy Planning at Sei, where he is responsible for overseeing estate, trust, and legacy planning initiatives. Additionally, he works as a Licensed Real Estate Broker at Xcel Property Group. He also holds roles at Spells Writing Center as the Acting Executive Director, President, and Treasurer.
Professional Background
Steve Wittenberg has a comprehensive professional background, having held several significant positions. He worked at Drucker & Scaccetti, P.C. from 2005 to 2011 as an Associate, Managing Associate, and Business Development Consultant. Previously, he was a Managing Member at Quickwit Solutions from 2003 to 2010. Steve's early career includes a Manager role in R&D Tax and Senior Corporate Tax at Deloitte from 2001 to 2005, and earlier roles at Exelon Corp Peco Energy, KPMG, and Rohm and Haas.
Educational Background
Steve Wittenberg pursued extensive education, starting at Drexel University’s LeBow College of Business with a Bachelor of Science in Business Administration, Marketing, and Finance. He then obtained a Master of Business Administration in Legal Studies from Fox School of Business at Temple University. His academic achievements include a Doctor of Jurisprudence and a Master of Laws from Temple University’s James E. Beasley School of Law.
Volunteer and Community Involvement
Active in his community, Steve Wittenberg serves on the board of the Philadelphia History Museum. He participates in SEI Cares, a community service initiative, and is an active member of the World Affairs Council of Philadelphia. He supports the Greater Philadelphia Veterans Network, volunteers at Treehouse Books, and engages with The Village of Arts and Humanities. Additionally, he participates in fundraising activities for The Leukemia & Lymphoma Society.