Gabe Garcia

Head of RIA Client Strategy and Experience at SEI

Speaker

Gabe leads the client experience, business development, and strategy efforts focused on registered investment advisors (RIAs) for SEI’s independent advisor business.

His 30-year career reflects a focus on helping RIAs develop and grow their practices into enduring firms, and on designing technology solutions that meet the needs of an evolving RIA community. Gabe has held leadership positions in business consulting, sales and relationship management, and executive management roles with Schwab, BNY Mellon’s Pershing, and E*TRADE Advisor Services. He also was Head of Corporate Development for Cresset Capital, and has been a frequent speaker at industry and national conferences.

Gabe earned a bachelor’s degree in finance from Radford University, holds several professional licenses, and completed the Securities Industry Institute at the Wharton School of the University of Pennsylvania. Gabe is a member of the Foundation for Financial Planning’s Advisory Board.