A Leadership Team Formed when
Big Four Accounting Experience Met a Groundbreaking Technology Vision
AREAS OF EXPERTISE
Jason is a founding partner and former CEO of Archway Technology Partners, now known as SEI Family Office Services. Today, he serves as a strategic advisor to the business and provides ongoing insight related to global growth, solution innovation and operational enhancements.
Jason’s passion and dedication grew the organization from a one man start-up to a prosperous and renowned technology provider known universally by family offices and financial institutions. Throughout his career, he led multiple initiatives including the design, development and deployment of the firm’s flagship software application in 2002, the launch of Archway’s outsourced fund administration group in 2004, the introduction of groundbreaking client portal technology in 2012, the strategic acquisition of WealthTouch Inc. in 2014 and ultimately the integration of Archway and SEI in 2017.
Jason’s background also includes Enterprise Resource Planning software (ERP) system development and implementation at Arthur Andersen. He also founded a hedge fund named The Pioneer Group where he developed the groundwork for the platform that is today known as the Archway PlatformSM.
Jason is a graduate of Michigan State University..