The latest senior moves, appointments and personnel changes in North American wealth management.

SEI
SEI, a global provider of financial technology, operations, and asset management services within the financial services industry, has appointed Nathan Shetty as chief investment officer (CIO), effective June 1, 2026.

Shetty will be responsible for leading SEI’s global investment organization and helping to advance the company’s asset management strategy, in particular delivering scalable, customized investment solutions for institutional and wealth clients. He will also be responsible for advancing SEI’s investment platform across research, portfolio management, operations, and strategic partnerships, supporting the continued development of differentiated, risk-aware, and customized solutions designed to help clients manage complexity and achieve long-term outcomes.

Shetty, who has more than 20 years of experience leading global, multi-asset investment businesses, most recently served as senior managing director and head of multi-asset at Nuveen Asset Management. In that role, he led the investment team in designing and managing a broad range of global, multi-asset solutions and strategies across a diverse set of investment vehicles. He also served on Nuveen’s global investment committee.

Prior to Nuveen, Shetty was global co-head of portfolio management for Investment Solutions at UBS Global Asset Management, overseeing approximately $110 billion in multi-asset, multi-manager, and outcome-oriented solutions. He previously served in senior roles at Mesirow Financial, Mountain Pacific Group, and Pareto Partners, and began his career at IBM Global Services.

“As client needs continue to evolve, we remain focused on evolving our asset management platform and delivering differentiated investment capabilities aligned with the outcomes clients are seeking,” Michael Lane, head of SEI’s asset management business, said. “Nathan brings deep experience leading global, multi-asset investment organizations and a successful track record of building customized solutions across asset classes, investment styles, and portfolio structures. His leadership will help drive our strategy forward and further enhance the breadth, discipline, and long-term focus we bring to our clients.”