NAPFA Fall 2021 National Conference Speaker

Harley serves as a Managing Director for the Independent Advisor Solutions by SEI (IAS) Distribution and Engagement Team. In this role, Harley is responsible for influencing and building digital messaging and tools that support independent financial advisors and their clients. Building on his long career as a client-facing, business development professional, Harley’s focus is on directing digital strategy within IAS to increase advisor and investor engagement, and to act as a catalyst for collaboration and learning across the business unit (IAS).

Harley joined SEI in 2005 and most recently served as a Regional Director, where he was responsible for engaging advisors and consulting them on their businesses in areas of efficiency, growth strategies, and investment and planning recommendations.

Harley graduated with a B.A. from Temple University with a degree and Psychology. He later returned to Temple for his MBA in Strategic Management. Harley is also a Certified Financial Planner™ professional and holds FINRA Series 7, 63, and 65 licenses.