This week, Jack talks with Perry Moutzouros (Oranj) and Mathew Dellorso (Altigo) about how their companies joined SEI and are now driving innovation from within. Perry shares how Oranj reimagined advisor-facing technology, while Mathew explains how Altigo revolutionized access to alternative investments. Together with SEI, they’re building a unified, streamlined wealthtech ecosystem that enhances the advisor and client experience. The conversation explores scaling challenges, advisor education, the growing role of AI, and SEI’s broader strategy to deliver personalized, tax-smart, multi-account solutions. 

In this episode:

(00:00) - Intro

(01:40) - The origin and evolution of Oranj

(04:31) - Matt’s journey to launching Altigo

(08:57) - Perry's role in SEI's long-term technology strategy

(11:15) - How SEI Access is transforming the alt investment experience

(15:30) - What’s next for SEI Connect

(18:10) - Scaling the marketplace

(23:29) - Why advisor education is the key to alt adoption

(25:11) - Can AI bridge the education gap?

(27:57) - Matt’s and Perry's interests outside of work

Quotes

" Alts in client portfolios can create good outcomes. They can create differentiation and be a good source of business for advisors." ~ Mathew Dellorso

"The world of alternative investments is very opaque, and it's hard to find certain products that produce yield, help with growth, or provide tax advantages. We create a nice marketplace that helps advisors find what they're looking for to help clients enhance their portfolios." ~ Mathew Dellorso

 "A unified front office makes it a lot easier for people to engage, and working with SEI is probably one of the biggest goals that we have." ~ Perry Moutzouros

"AI is the great bridge that solves the education problem in alternative investments." ~ Perry Moutzouros

Links 

Perry Moutzouros on LinkedIn

Mathew Dellorso on LinkedIn

SEI

WealthForge

David Lyon

SEI Access

BlackRock

KKR

Hamilton Lane

Morgan Stanley

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This week, Jack Sharry talks with Tony Davidow, Senior Alternative Investment Strategist at Franklin Templeton, about the rising importance of alternative investments. Drawing from decades of experience and his latest book, Private Markets, Tony breaks down how advisors can responsibly incorporate private equity, credit, and real estate into client portfolios. He discusses the evolution of the wealth channel, the challenges of advisor education, and the need for clear, jargon-free communication with clients. Together, they emphasize thoughtful allocation over hype, aiming to empower advisors to build stronger, more resilient portfolios in today’s changing financial landscape.

In this episode:

(00:00) - Intro

(02:08) - Tony’s unconventional path into alternatives

(04:58) - Tony's role at Franklin Templeton

(07:07) - Tony's book, Private Markets, and its early success

(13:54) - The liquidity trap: why alts don’t belong in ETFs

(16:33) - Concerns and opportunities in the growing alts market

(20:21) - Integrating alternatives within a portfolio 

(22:38) - What’s next for alternatives?

(24:14) - Tony's key takeaways

(25:47) - Tony's interests outside of work

Quotes

"We need to make sure we can get clients comfortable with what these (alts) strategies are designed to do. If we use them the right way and clients and advisors have a good experience, the overall industry flourishes." ~ Tony Davidow

" This industry will always evolve. And that's what makes it so exciting, and it's why people of our generation are still excited about the industry every day." ~ Tony Davidow

"There's a lot of information available in the industry. Start on the journey, and wherever you are on the journey, keep on challenging yourself. You'll have a higher likelihood of achieving your client's goals by using alternative investments." ~ Tony Davidow

Links 

Tony Davidow on LinkedIn

Franklin Templeton

Franklin Templeton Institute

Morgan Stanley

Guggenheim Partners

Charles Schwab

Private Markets: Building Better Portfolios with Equity, Private Credit, and Private Real Estate

Alternative Allocations with Tony Davidow

Goals-Based Investing: A Visionary Framework for Wealth Management

Neil Bathon

Alternatives by Franklin Templeton

Jenny Johnson

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This week, Jack Sharry talks with Connor Coughlin, Chief Commercial Officer at Apex FinTech Solutions. Connor shares Apex’s origin story and its mission to become the “Shopify of investing” through API-driven, modular tools. They discuss the convergence of fintech and traditional wealth management, the growing expectations of millennial investors, and how Apex is empowering firms to digitize at scale. Connor also dives into the firm’s cutting-edge AI initiatives, including a custom data lake and chatbot for clients.

In this episode:

(00:00) - Intro

(01:42) - The origin of Apex

(03:21) - The Shopify of investing

(05:40) - Apex's key initiatives and priorities

(09:18) - Connor's career journey

(15:56) - Apex's product roadmap

(18:20) - AI, data, and the future of advice

(20:54) - Connor's key takeaways

(22:16) - Connor's interests outside of work

Quotes

"On one end of the spectrum, we're helping to take sophisticated firms and digitize them. On the other end, we're giving digital firms the arsenal to compete upstream." ~ Connor Coughlin

"The next generation of advice is going to look different. AI is going to play a big role. The role of human advisors is going to change. And the tools and self-service around those platforms are going to change." ~ Connor Coughlin

"There's a tidal wave of change coming, and you need good partners to help you surf that wave instead of getting knocked out by it." ~ Connor Coughlin

Links 

Connor Coughlin on LinkedIn

Apex Fintech Solutions

PEAK6

Jenny Just

Matt Hulsizer

Robinhood

Stash

SoFi

Betterment

Spark Networks

William Capuzzi

Apex AscendOS™

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Jed Finn is the Head of Wealth Management at Morgan Stanley, where he leads one of the world’s largest and most sophisticated wealth management platforms. Since joining the firm, he has played a central role in its strategic growth, spearheading large-scale integrations, key acquisitions like E*TRADE and Solium, and the adoption of cutting-edge technologies. Under his leadership, Morgan Stanley has expanded its client base from 2.5 million to over 20 million and grown assets under management from $2.5 trillion to $6 trillion. A strong advocate for data-driven strategy and advisor collaboration, Finn is helping redefine the future of wealth management.

This week, Jack talks with Jed about the firm’s evolution into a wealth management powerhouse. Jed details how Morgan Stanley has consolidated client relationships, embraced AI and global strategies, and built an ecosystem capable of delivering institutional-grade services to individual clients. He shares how early engagement, integrated capabilities, and relentless execution have positioned the firm as an industry leader—and how Morgan Stanley continues to push the boundaries of what’s possible in wealth management.

In this episode:

(00:00) - Intro

(02:23) - Morgan Stanley's growth strategies

(09:00) - Jed's continued pursuit of the new sales growth strategy

(10:20) - The three key trends shaping Morgan Stanley's future strategies

(16:10) - The pillars of how Morgan Stanley executes and delivers opportunities

(20:39) - Jed's interests outside of work

Quotes

"Wealth management is a scale business, and you need to have the scale to keep up with all the demands in terms of resources, whether it's changes in regulations, technology changes, product proliferation, or changing preferences of clients and advisors." ~ Jed Finn

"At Morgan Stanley, we want to give you an experience that builds trust and confidence so that when you're ready to establish an advice relationship, we make an introduction to a financial advisor." ~ Jed Finn

"If we listen to the best practitioners in the industry tell us what they need to serve their clients most effectively, and then deliver it to them, good things are going to happen." ~ Jed Finn

Links 

Jed Finn on LinkedIn

Morgan Stanley

Eaton Vance

E*TRADE

Shareworks | Morgan Stanley at Work

Carta

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In this episode, Jack Sharry talks with Alicia Rich. Alicia is the Head of Client and Advisor Digital Enablement at Broadridge, a global fintech company specializing in investor communications, wealth management, and digital transformation solutions. In her role, Alicia focuses on designing seamless, personalized experiences that empower financial advisors to work smarter and build stronger relationships with clients.

Jack and Alicia discuss how her team is transforming the advisor experience by integrating intelligent technology with human insight. They explore how personalized content, CRM integration, and AI can deepen client relationships, improve decision-making, and demonstrate ROI. Alicia also emphasizes the importance of understanding clients’ values—not just their data—and discusses how AI can help advisors connect on a more human level.

In this episode:

(00:00) - Intro

(01:56) - Alicia's role at Broadridge

(02:41) - Common pain points in the digital advisor-client experience 

(04:07) - Broadridge's current and developing projects 

(06:00) - Real-world examples of simplifying advisor workflows and boosting engagement

(09:31) - Connecting data and content to deepen client relationships

(14:23) - Why MarTech is becoming essential to the advisor experience

(16:44) - How AI is transforming wealth management

(19:15) - Giving advisors deeper, more human insights with AI 

(23:02) - How AI and behavioral science help personalize financial conversations

(27:38) - Alicia's key takeaways

(28:48) - Alicia's interests outside of work

Quotes

"The more you engage with clients, the more business they're going to do with you and the more they're going to trust you." ~ Alicia Rich

"Advisors are in the people business. They're in a relationship business. It's not about the sale of a product. It's about really understanding people." ~ Alicia Rich

"Digital advice is not just about technology and technology replacing humans. We focus on removing the friction. We want humans to do the best work they can, and we do and enable that." ~ Alicia Rich

Links 

Alicia Rich on LinkedIn

Broadridge

WSJ

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This week, Jack Sharry talks with Jeffrey Levi and Rafael Couto for a deep dive into the future of wealth management. Jeffrey is a Principal at Casey Quirk Deloitte and leads the firm’s Strategy Offering for Financial Services. He advises wealth and asset managers on complex strategic challenges and spearheads research in areas like private credit, alternative investments, and evolving investment strategies.

Rafael, a Senior Manager at Deloitte, helps wealth managers and retirement providers navigate large-scale technology and operational transformations. He focuses on boosting efficiency and improving service delivery, particularly in the growing convergence of workplace and wealth management.

Together, they unpack Casey Quirk’s latest white paper, which outlines five key growth drivers for the wealth management industry over the next decade. They explore the critical capabilities top-performing firms are building—and how these firms are aligning strategy, technology, and operations to deliver stronger growth and better client experiences.

In this episode:

(00:00) - Intro

(02:37) - Why Deloitte is doubling down on wealth management research

(04:03) - Casey Quirk's research participants

(06:01) - The five core drivers of future growth in wealth management

(09:43) - How these capabilities show up across different channels

(11:00) - What it means to build a “transformative DNA” within a firm

(15:30) - The challenge of delivering a truly holistic client experience

(19:40) - How leading firms are earning and maintaining client trust

(24:30) - Why the core wealth platform is becoming a key competitive edge

(26:52) - Taking an end-to-end approach to platform design

(29:14) - What the future of work looks like in this space

(33:17) - Rafael’s and Jeffrey's interests outside of work

Quotes

"In our advisory work, we're seeing a widening gap in performance, growth, and advisor and client experience in the overall marketplace. Some firms are winning, some firms are clearly more stagnant, and in some cases, some firms are starting to decay." ~ Jeffrey Levi

"The ecosystem that exists today is going to look very different in five to 10 years because service providers are all evolving to become technology providers. We're seeing massive convergence across servicers, technology firms, clearing and custody firms, TAMPs. We’re seeing IBDs want to launch a platform as a service model to serve other parts of the landscape." ~ Jeffrey Levi

"When we looked at the characteristics of those that are growing faster, we really saw that they're shaping their services around financial advice and having that at the center of the journey." ~ Rafael Couto

"When we say end-to-end, it is what you put in front of the client that matters. But then you have to think all the way down to the operational component, and how you bring everything together. The value you bring to the client is what really makes you win in the market." ~ Rafael Couto

Links 

Jeffrey Levi on LinkedIn

Casey Quirk, A Deloitte Business

Rafael Couto on LinkedIn

Deloitte

Chip Roame

Ridgefield 8 Bocce

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This week, Jack Sharry talks with Colleen Bell, President of Innovation and Experience at Cambridge Investment Research. Colleen is also a member of the Office of the CEO, the Board of Directors, and the Executive Council, and a part of Cambridge's Executive Administration team. She focuses on driving associate engagement and financial professional satisfaction while advancing and discovering new ways to meet ongoing client needs. 

Colleen shares how she transforms client and advisor experiences by eliminating friction, digitizing legacy processes, and designing products that meet the increasingly complex needs of today's investors. From AI-powered solutions to driving paperless processes, Colleen walks us through the behind-the-scenes work that powers innovation at scale and how Cambridge is rethinking service models, collaborating across custodians, and pulling together fragmented account data.

In this episode:

(00:00) - Intro

(01:52) - Colleen's role at Cambridge Investment Research

(03:36) - Pain points advisors face around customer experience

(06:08) - Cambridge's technology solutions for advisors

(07:22) - Cambridge's "Paper Not Alive in '25"

(11:17) - The role of financial planning in providing comprehensive advice

(13:01) - The integration of non-traditional assets

(14:57) - Colleen's thoughts about the future of the industry

(17:01) - The current and future of AI in wealth management

(19:11) - AI adoption among advisors

(21:28) - The importance of human interaction and building relationships

(23:28) - Colleen's key takeaways

(24:14) - Colleen's interests outside of work

Quotes

"Anything that we can do to automate that experience, remove the need to provide information, or remove all paperwork from the industry is my goal, and that's what we're looking for." ~ Colleen Bell

"Artificial intelligence will completely transform the way that our advisors interact with the home office and how they interact with the clients." ~ Colleen Bell

"AI is never going to replace what we, as humans, and our advisors do. It's those advisors who don't adopt it who will be left behind because they're not taking the next step to become efficient and effective." ~ Colleen Bell

Links 

Colleen Bell on LinkedIn

Cambridge Investment Research

Unreasonable Hospitality

Will Guidara

The Coming Wave

How to Know a Person

Frances Frei

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This week, Jack Sharry talks with Randy Morris, Founder & CEO of Summit Wealth Group, a boutique financial planning firm with 10 offices nationwide. With a career spanning more than three decades, Randy brings deep experience in entrepreneurial leadership, holistic planning, and building a stakeholder-driven culture.

Jack and Randy explore Summit’s path to independence and how a focus on culture, ownership, and intentional growth fueled the transition. Randy also shares the key reasons they chose SEI as a strategic partner—from cultural alignment to proactive tax strategies for high-net-worth clients—and what it takes to future-proof a boutique firm in today’s evolving wealth management landscape.

In this episode:

(00:00) - Intro

(01:16) - Summit’s history and foundational philosophy

(05:05) - Why Summit selected SEI as a strategic partner

(09:05) - Leveraging SEI’s proactive tax strategies

(10:23) - Building and protecting Summit’s company culture

(14:58) - Summit's organic growth and intentional M&A approach

(17:34) - Randy's key takeaways

(19:12) - Randy's interests outside of work

Quotes

"We wanted to continue growing. We felt that growth was paramount, not only to take care of our client's needs in the future, but also the team members that we would add." ~ Randy Morris

"Finding this partner to put on our platform and help us launch Summit 2.0, we found that in SEI." ~ Randy Morris

"What we're about is building a better business, and what better way to do that than to bring in partners who have already been doing this in their location? But we want them to be willing to come in and share best practices and share what's working for you and build a better practice." ~ Randy Morris

Links 

Randy Morris on LinkedIn

Summit Wealth Group

Good to Great

SEI

Commonwealth Financial Network

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This week, Jack Sharry talks with Kellan Brown, Chief Operating Officer and Chief Development Officer at 100 Women in Finance. With an impressive resume that includes leadership roles at Income Lab, PrimeCo, and Finance of America’s Retirement Strategies Division, Kellan has also earned accolades like the Disruptor Award and Ascension Award from WealthManagement.com and was named one of InvestmentNews’ Women to Watch.

In their conversation, Kellan shares the remarkable story of her career journey—from her early days in sports marketing and commercial construction to discovering her passion for championing women in finance. She offers insight into how 100 Women in Finance supports women at every stage of their careers and why mentorship is essential to changing the face of finance, fintech, and investment leadership.

In this episode:

(00:00) - Intro

(01:53) - The mission and impact of 100 Women in Finance

(04:32) - Kellan's career journey

(07:34) - How the organization’s mentorship program is making a difference

(10:39) - Kellan's keynote at SEI

(13:28) - Programs and initiatives empowering women in finance

(19:25) - Advancing women in the finance industry

(23:30) - The transformative power of mentorship for women

(24:55) - Kellan's interests outside of work

Quotes

"I was awarded the Disruptor Award for a very clear reason. I believe in all of the work that we're doing, and we are not breaking any laws. Our partners are so committed to us, and we are not alienating anyone." ~ Kellan Brown 

"Women elevate every single level of any organization when there's equality." ~ Kellan Brown

"In a male-dominated industry, we have to find someone that's going to break that barrier down, give us access, and have allyship." ~ Kellan Brown

Links 

Kellan Brown on LinkedIn

100 Women in Finance

Finance of America

Income Lab

Michael Lane

Allie Carey

SEI

Sneha Shah

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In this episode, Jack Sharry talks with Allie Carey, Chief Strategy Officer, SEI Private Banking and Wealth Management. Allie focuses on strategic planning, global wealth management industry assessment, global go-to-market strategies, channel partnerships, and M&A opportunities.

Jack and Allie talk about the role of bank trusts and private banks in wealth management. Allie shares how banks can harness their vast client base to drive organic growth, the opportunities in private banking, and how technology and data transform how banks serve their clients. 

In this episode:

(00:00) - Intro

(01:51) - Allie's role at SEI

(03:10) - The need for evolving skill sets in the industry

(04:19) - How SEI serves clients

(08:03) - Opportunities for wealth management in the bank channel

(13:00) - SEI's growth strategies

(16:45) - Allie's thoughts on UMH

(18:14) - The future of private banks

(24:25) - Allie's key takeaways

(25:08) - Allie's interests outside of work

Quotes

"Banks have a massive client base across their different business lines. A wealth management business inside a bank can work with its commercial colleagues. They can work with their retail colleagues and their lending colleagues." ~ Allie Carey

"We're getting to the point where we could have some real advice across the lifecycle of someone delivered via technology, where humans are curating that, not creating it." ~ Allie Carey 

"Banks are well-positioned to win in wealth management. They have that near-end client base. They have the breadth of services to really serve the whole client." ~ Allie Carey

Links 

Allie Carey on LinkedIn

SEI

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