Street Calls of the Week
OAKS, Pa. - SEI (NASDAQ:SEIC), a financial technology company with a market capitalization of $10.55 billion and strong financial health according to InvestingPro metrics, announced the appointment of Dave Langdale as Chief Revenue Officer for its U.S. Private Banking business, effective January 1, 2026. Langdale will report to Sanjay Sharma, Global Head of SEI’s Private Banking business and CEO of SEI International.
In his new role, Langdale will oversee sales and client service while defining and executing growth strategies focused on business expansion through new and existing clients. He currently serves as Global Head of Operations, where he is responsible for developing and maintaining SEI’s global operational footprint.
"Dave brings an intimate knowledge of how our business runs, which is core to his ability to align revenue strategies with our operational capabilities and ensure scalability," said Sharma in the press release statement.
Langdale joined SEI in 2002 and has served in various operational roles, most recently as President of SEI Private Trust Company (SPTC). He has more than 20 years of experience in the financial services industry, with significant focus on mutual fund and free asset movement areas.
As of December 31, 2024, SEI had approximately $7.1 trillion in assets processed on its wealth management platforms, approximately $1.1 trillion in assets under custody, and approximately 1.8 million accounts on its wealth management platforms. The company serves a broad range of client types, including eight of the top 20 U.S. banks, according to the company.
SEI describes itself as a provider of financial technology, operations, and asset management services within the financial services industry. As of June 30, 2025, the company manages, advises, or administers approximately $1.7 trillion in assets.
In other recent news, SEI Investments has formed a strategic partnership with U.K.-based Infrastructure-as-a-Service provider Graphene to enhance its wealth management services. This partnership will see Graphene implement the SEI Wealth Platform, aimed at providing integrated infrastructure for financial advisers and wealth managers. Additionally, Piper Sandler has maintained a Neutral rating on SEI Investments following the company’s investor day, which featured presentations from key executives.
In leadership changes, SEI has appointed Sanjay Sharma as CEO of SEI International, expanding his role from head of the global Private Banking business to include developing growth strategies in non-North American markets. Furthermore, Robert Hum has been appointed as Head of Investment Product Development and Activation, focusing on enhancing investment products and model allocations. SEI also announced the appointment of Amy Sliwinski as Executive Vice President and Chief People and Culture Officer, a new role aimed at transforming global talent strategies. These appointments reflect SEI’s ongoing efforts to strengthen its leadership team and optimize growth opportunities.
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