and evolving needs
Succeed
Gain Trust and Grow
Founded in 2004 as the Finance and Operations division of Archway Technology Partners, the firm was acquired in July 2017 by SEI, forming what is now known as SEI AFO.
AFO was acquired in July 2017 by SEI, a leading global provider of asset management, investment processing and investment operations solutions for institutional and personal wealth management, forming what is now known as SEI AFO. With the resources and expertise of the combined firms, SEI AFO will continue to provide world-class fund administration services, accounting expertise and back-office processing for the accounting and investment operations of hedge funds, private equity funds, family offices and private banks. Together with its parent SEI, the combined firms have over $850B in Assets under Administration (AuA).
Paul Freeland co-founded SEI AFO, formerly Archway Finance and Operations (AFO), in 2004 and currently serves as the firm’s President. In addition to developing new client relationships, Paul provides oversight for the firm's administration and accounting services. He is active in the firm's marketing efforts and speaks regularly at industry conferences. Prior to founding SEI AFO, Paul served in the Business Development division at Archway Technology Partners and worked in Internal Audit and the Financial and Operations practices at Arthur Andersen and Ernst & Young. |
Mike provides oversight for the firm's administration practice, which includes clients across a broad spectrum of the investment industry. Prior to joining SEI AFO, Mike spent more than 12 years working in the mutual fund administration industry, most recently as CFO and Treasurer for two mutual fund trusts comprised of over 40 mutual funds. |
Natalie leads the Investor Relations division within SEI AFO and is responsible monitoring, designing and improving systems and investor engagement strategies. In addition to her role within Investor Relations, she also assists with business development efforts for the firm. Prior to joining SEI AFO, Natalie spent more than 18 years working in the alternative investment space in compliance, investor relations and marketing. Most recently she was the Director of Investor Relations at a Chicago-based hedge fund where she spent 10 years building and maintaining investor relationships worldwide. |
Laura manages SEI AFO's Investment Operations division with a primary focus on fund administration, software support and reporting services for RIAs, private banks and multi-family offices. Prior to her role at SEI AFO, Laura worked for Archway Technology Partners as an implementation consultant for family offices and ultimately as a member of the Client Relations division where she focused on providing support to and maintaining relationships with Archway's client base. Earlier in her career, Laura spent time in commercial banking at Wells Fargo as well as corporate accounting at Genesco and Republic Airways. |
Aaron manages the Investment Operations division within SEI AFO with a primary focus on fund administration and outsourced accounting services for hedge funds, RIAs and family offices. Prior to joining SEI AFO, Aaron worked as a Fund Accounting Manager for Huntington Asset Services (formerly Unified Fund Services). |
Tricia manages the Investment Operations division within SEI AFO with a primary focus on multi-family offices. Prior to her current role, Tricia worked as a senior analyst within AFO during which time she was responsible for building out processes to create efficiencies for multi-enterprise clients. Tricia also spent time in compliance at Roche Diagnostics. |
Please visit www.careers.seic.com/global/en for opportunities.
01/01/19
[EVENT] Context Summits Miami
January 30, 2019
Fontainebleau Hotel, Miami Beach, FL
01/01/19
[EVENT] Grosvenor Small and Emerging Managers Conference
November 14, 2019
Chicago, IL
8888 N Keystone Crossing, Suite 1400
Indianapolis, IN 46240
MAIN | (317) 819-5500 | |
SALES | (317) 819-5501 | |
TOLL-FREE SALES | (866) 491-2751 | |
FAX | (317) 815-1381 | |
afosales@seic.com |