Tom Pileggi
About Tom Pileggi
Tom Pileggi is a Business Development Manager at SEI in Oaks, Pennsylvania, with a strong background in relationship management and extensive experience in the financial services industry.
Current Role at SEI
Tom Pileggi is currently serving as a Business Development Manager at SEI, a position he began in October 2022. SEI is located in Oaks, Pennsylvania, where Tom is tasked with driving business growth and development efforts. His role involves working closely with financial advisors, shaping investment strategies, and leveraging his extensive knowledge of advisory managed accounts and Turnkey Asset Management Programs (TAMPs) to deliver effective solutions for clients.
Previous Experience at Orion Advisor Solutions
Prior to his current role at SEI, Tom Pileggi worked at Orion Advisor Solutions as a Regional Sales Consultant for six months in 2022. During his tenure, he was responsible for engaging with regional clients and advisors, promoting Orion's investment and technology platforms, and fostering strong business relationships. His expertise in consulting on investment products was a key asset in this role.
Past Tenure at BNY Mellon | Pershing
Tom Pileggi had a significant career at BNY Mellon | Pershing, beginning in 2008. He held various positions over the years, including Vice President roles in several capacities. From 2018 to 2022, he was the Vice President - Regional Director - Advisory Business Development in King of Prussia, Pennsylvania. Prior to this, he was Vice President Sales at MSCI Inc. for nine months in Conshohocken, PA. His earlier roles at BNY Mellon | Pershing included Vice President - Advisory Business Development, Vice President - Account Manager, Advisory Client Service, and Account Services. These roles equipped him with a deep understanding of advisory business development and client relationship management.
Education and Academic Background
Tom Pileggi pursued higher education at Penn State University, where he earned an MBA in Management from 2011 to 2015. Before that, he completed his undergraduate studies at West Chester University of Pennsylvania, graduating with a Bachelor's of Science in Business Management in 2007. His academic background laid a strong foundation for his career in business development and the financial services industry.
Expertise in Financial Services
Tom Pileggi brings extensive expertise in fee-based advisory managed accounts and Turnkey Asset Management Programs (TAMPs). His career has been defined by consulting with financial advisors on investment products and technology platforms they are using. With a robust background in relationship management within the financial services industry, Tom continues to leverage his comprehensive knowledge to drive business development and assist clients in navigating complex investment strategies.