A public market experience for private markets.
About Us
The SEI Access™ platform is built on the idea that investing in alternative securities could be made much more efficient and manageable using online technology tools and digital workflows.
Our platform connects alternative investment fund managers, advisors, transfer agents, custodians, and other participants across the entire investment process.
For fund managers, it's an end-to-end solution for alternative investments designed to provide both well-established and emerging fund managers access to a wider distribution network.
For advisors, SEI Access is built to empower a seamless investment experience from product selection to investment.
SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures.
Leadership Team
Kevin Crowe
Head of SEI Access Platform
Kevin leads SEI Access, shaping platform strategy to develop solutions that give investors access to high-quality alternative products. Previously, he was SVP and Head of Products and Solutions for SEI's Independent Advisor Solutions (IAS), overseeing strategic planning, product management, and tech solutions for independent advisors. Before SEI, Kevin spent seven years at Vanguard, managing products and client relationships for institutional clients. He holds a B.S. from Shippensburg University, an MBA from West Chester University, and FINRA Series 7, 24, and 63 licenses.
Mat Dellorso
Managing Director
Mat spearheads the growth strategy for SEI Access, leveraging his deep expertise in the alternative investment industry to shape the platform’s vision and drive its success. As the founder of WealthForge, a Richmond-based managing broker-dealer, and Altigo, a leading subscription automation platform acquired by SEI in 2023, Mat brings nearly two decades of industry leadership to the role. A graduate of the University of Richmond, he holds degrees in Finance and Entrepreneurship, along with FINRA Series 7, 24, 63, and 79 licenses.
Obie Quelland
Director of Technology
Obie helps ensure that SEI Access continues to innovate and scale its products and services. He began his career with Accenture and has worked for companies ranging in size from startup to Fortune 500, including SNL Financial (S&P Global), CarMax and Capital One. Obie received his B.S. in Business Administration from the University of Mary Washington and his M.S. from the University of Virginia.
Heather Acey
Director of Marketing
Heather leads marketing for SEI Access, bringing over 20 years of expertise in branding, marketing strategy, and design for financial services. Previously, she served as Head of Marketing at WealthForge, a leading managing broker-dealer, and held roles in design and brand strategy at Capital One and Affinion Loyalty Group. Heather earned a bachelor’s degree in Marketing and in Psychology from Virginia Commonwealth University.
Parth Patel
Director of Client Service
Parth brings nearly a decade of expertise in client success, due diligence, compliance, and broker-dealer operations to SEI. At SEI Access, he is dedicated to delivering seamless onboarding experiences and creating a platform for clients to achieve sustained growth. Parth holds a bachelor’s degree from Virginia Commonwealth University.
Contact Us
We'd love to hear from you.