Steven A. H.
About Steven A. H.
Steven A. H. is a Portfolio Solutions Manager at SEI with extensive experience in financial operations and management, having previously worked at Envestnet and Vanguard.
Title
Steven A. H. currently holds the position of Portfolio Solutions Manager at SEI. He utilizes his extensive experience in finance and investment management to help oversee and manage portfolio solutions, ensuring effective and efficient investment strategies.
Professional Experience at SEI
Steven A. H. joined SEI Investments in October 2022. He has been focusing on portfolio solutions management, leveraging his extensive background in financial operations and management to optimize portfolio strategies and performance for his clients.
Previous Roles at Envestnet
Before joining SEI, Steven A. H. worked at Envestnet, Inc. for six years. He held various roles, including AVP, Overlay Services Trading Supervisor, from 2019 to 2022; Senior Operations Specialist from 2018 to 2019; and Quality Control Specialist from 2016 to 2018. Throughout his tenure, he gained valuable expertise in overlay services trading supervision, quality control, and operations.
Roles at Vanguard
Steven A. H. has significant experience from his time at Vanguard. He worked as a Select Services Investment Professional for eight months from 2015 to 2016 and as a Brokerage Professional from 2014 to 2015. These roles provided him with a strong foundation in investment and brokerage services.
Early Career and Educational Background
Steven A. H. began his career in the financial industry as a Financial Advisor Assistant at Affinity Wealth Management, Inc. in 2013. He studied Finance, General at Temple University, where he achieved a Bachelor of Business Administration (BBA), providing him with the foundational knowledge needed for his subsequent roles in finance and investment management.