Sue West
About Sue West
Sue West is the Director of SEI Private Wealth Management at SEI Investments, with extensive experience in wealth management solutions for high-net-worth individuals.
Title
Sue West is the Director of SEI Private Wealth Management at SEI Investments.
Current Role at SEI Investments
Sue West currently works at SEI Investments as the Director of SEI Private Wealth Management, located in Oaks, PA. In this role, she focuses on creating solutions tailored to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. Her responsibilities include driving new revenue sources through innovative idea generation and executing new wealth management solutions. Her work also involves creating wealth management solutions for indirect distribution through intermediaries such as private banks, investment advisors, and family offices.
Previous Roles at SEI Investments
Sue West has held multiple leadership positions at SEI Investments. From 2000 to 2003, she served as Director of Alternative Investments, a role that spanned three years. Prior to this, she spent nine years, from 1991 to 2000, as Director of Global Asset Allocation. Her extensive experience in these areas has provided her with a deep understanding of the financial industry and investment strategies.
Experience at Towers Perrin
Before joining SEI Investments, Sue West worked at Towers Perrin as an Actuarial Specialist for eight years, from 1983 to 1991. This role helped her develop a strong foundation in actuarial science and financial analysis, skills that have greatly contributed to her later success in wealth management and investment strategy.
Educational Background
Sue West studied Mathematics at Shippensburg University of Pennsylvania, earning her BA from 1979 to 1983. Her academic foundation in mathematics has been pivotal in her career in the financial industry. She completed her secondary education at Garnet Valley High School.
Innovative Projects and Research
Sue West has been involved in the development of a start-up e-commerce platform designed to deliver online investment advice and products aimed at the mass affluent. Additionally, she is currently leading the research and development phase of an online peer-to-peer social community and learning strategy. These projects highlight her commitment to leveraging technology to improve investment guidance and education.