Steven Edelman
Managing Director
Buisiness and management
SEI Archway
United States of America
Biography
As Managing Director of Institutional Relationships, Steve is responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Steve joined Archway in 2015 from Private Client Resources (PCR), a consolidated data aggregation and reporting firm, where he held the position of Managing Director, Relationship Services. While at PCR he was responsible for ensuring client satisfaction as well as the development of existing business relationships with the firm’s Private Bank, Registered Investment Advisor (RIA) and Family Office clients.
Research Interest
Buisiness and management