SEI
Ben H. is an experienced investment professional currently serving as the Investment Manager Services Business Development at SEI since October 2021, specializing in Collective Investment Trusts, Interval Funds, and Private Asset administration. Ben has also been a Partner at JD Wealth, LLC since July 2018, focusing on real estate investments in the hometown area. Prior to SEI, Ben held senior roles at Investor Cash Management, where responsibilities included leading financial institution partnerships as a Senior Director. Additional significant experience includes directorship at Oranj, contributing to substantial asset growth, and positions at William Blair & Company and Invesco Ltd. Ben holds a Bachelor of Science in Finance from Indiana University - Kelley School of Business, a Certified Investment Management Analyst designation from the University of Chicago Booth School of Business, and is pursuing a Certified Financial Planner designation at Northwestern University.
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SEI
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