John Anderson SEI

John Anderson SEI

Formal First Name

John Anderson is Managing Director at SEI. In this role, he manages a team that provides investment research, case support, and analysis to sustain the efforts of SEI’s advisors. Before joining SEI, anderson held various posts in the real estate investment banking industry. With more than 35 years of experience in the industry, his expertise is frequently featured in major publications such as The Wall Street Journal, Investment News, and Financial Planning Magazine. He is also a frequent speaker at broker-dealer conferences, client seminars, and other industry forums.

Professional Experience

Academic History

  • John Anderson currently holds the FINRA Series 7, Series 24, Series 63, and Series 65 licenses.
  • His areas of expertise include Independent Advisor Solutions' programs and services, creating operations efficiencies for independent Advisors, and growing and differentiating independent Advisors' practices.