SEI names Rob Wrzesniewski head of Stratos technology

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Summary · why it matters

SEI has appointed Rob Wrzesniewski as Head of Stratos Technology within its Asset Management business, a newly created role that will advance the technology strategy for Stratos Wealth Holdings. Wrzesniewski, who joined SEI in 1992 and most recently led the Global Solutions team for SEI's Private Banking and Wealth Management business, will focus on advisor technology oversight, platform alignment, and long-term capability development. He will report to Jeff Benfield, Chief Product Officer at SEI, and Jeff Concepcion, Founder and CEO of Stratos, while also overseeing SEI's advisor-facing technologies to ensure scalability and a consistent advisor experience. The appointment follows the December 2025 completion of the first stage of SEI's strategic investment in Stratos Wealth Holdings, which is strengthened by SEI's capabilities across technology, custody, operations, and asset management. As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets.

Impact on assets 2

Health Care▲ · 1 stocks
Financials▲ · 1 stocks
SEI Investments Company
SEIC
▲ PositiveTechnologyrelevance

Appointment of new head to advance technology strategy for Stratos Wealth Holdings, enhancing SEI's advisor-facing tech.

Off-coverage companies 1

Stratos Wealth HoldingsPrivate▲ Positive
Technologyrelevance

Stratos Wealth Holdings benefits from SEI's strategic investment and dedicated technology leadership.

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