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SEI names Pugliese director of business development for private wealth management

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SEI has appointed S Douglas Pugliese as director of business development for the company’s private wealth management business segment.

Pugliese will be responsible for developing new client relationships with ultra-high-net-worth individuals with a view toward advising and managing their wealth.

Pugliese joins the firm with more than 16 years of experience in financial advisory roles as a trusted senior adviser to chief executives, senior executives, and boards of directors.

"Doug has been successful in cultivating relationships with individuals and businesses across the entire financial spectrum," says Michael Farrell, managing director for SEI Private Wealth Management. "His experience and insights will be invaluable to our clients as we work with them to help make decisions and develop wealth strategies that are best for them and their families. We are excited to have him on our team as we build out our business and our client base."

Prior to joining SEI, Pugliese served as executive managing director and principal of the Northeast region for a valuation consulting and financial advisory firm. In this role, he was responsible for developing and driving business growth while managing the New York and Philadelphia offices.

Previously, Pugliese was a managing director in the investment banking division at Bear Stearns.
 

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