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Mike Matkovic

Managing Director, National Accounts

SEI

United States, Pennsylvania, Oaks

About Me

Mike Matkovic leads the National Accounts team for SEI’s independent advisor business, supporting more than 200 independent broker-dealer relationships across the U.S. His team manages the platform, investment management distribution, and strategic relationships with our broker-dealer strategic partners. Prior to his current role, Mike served as a regional director responsible for business consulting, marketing, and relationship management supporting independent financial planners and wealth advisors in the Midwest region. Previously, Mike was a regional director of SEI’s Private Bank and Trust division, covering the Midwest. He began his career at SEI in 1996. Before joining SEI, Mike se

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Profile Information

Managing Director, National Accounts

SEI

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Oaks

Pennsylvania

United States

Aug 20, 2024

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