Michael S. Farrell
Michael S. Farrell is Managing Director of SEI Private Wealth Management, a business unit of SEI that provides private wealth management solutions, serving high-net-worth individuals and families.
Michael joined SEI in 1993. Before assuming this role, Michael held the position of Managing Director for National Broker-Dealer Relationships for the SEI Advisor Network. He also worked in SEI's Institutional Group providing outsourced fiduciary management services to pension, endowment and foundation clients.
Prior to joining SEI, Michael was a Managing Partner in a Philadelphia-based investment company. He began his career with Morgan Stanley, where he specialized in both fixed income and emerging growth companies.
Michael is the Chairman of the Board for the World Affairs Council of Philadelphia and serves in leadership roles for several community organizations. He received a Bachelor of Science in business administration from Georgetown University and holds the FINRA Series 65 license.
Phone: 610.676.2285 Website: www.seic.com/privatewealth
Latest articles by Michael S. Farrell
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The Path to Making a Charitable Impact
retirement Giving back to the community or supporting important organizations is a noble cause. But you need to consider the options available to have the greatest impact.
By Michael S. Farrell Published
retirement -
Gifting: 3 Areas You Shouldn't Overlook
retirement How do you plan to pass the gift of your good financial fortune on? Defining your goals and creating a giving strategy is key to beginning the process.
By Michael S. Farrell Published
retirement -
Wealthy People Need Budgets Too: It's Called Cash Flow Management
retirement The power of understanding your spending is priceless. Successfully managing your spending and personal cash flow is key to meeting your short- and long-term financial goals.
By Michael S. Farrell Published
retirement -
Consider Your Trustee Carefully: It Makes a Difference
retirement Having a trust is just one important piece of the puzzle when planning for your financial legacy. Another piece: your trustee.
By Michael S. Farrell Published
retirement -
To Successfully Pass Down Your Wealth, First Share Your Intent
retirement Yes, it's important to talk about your estate plan with your children and how all the pieces work, but it could be even more important to make sure they understand the intent behind your wishes.
By Michael S. Farrell Published
retirement