A Leadership Team Formed when
Big Four Accounting Experience Met a Groundbreaking Technology Vision
Clay Sandberg
Director of Operations, SEI Family Office Services
AREAS OF EXPERTISE
- Finance and operations
- Business process outsourcing (BPO) best practices
- Information systems
Clay is responsible for leading the outsourced family office operations team within SEI’s Family Office Services division, including private fund and partnership accounting administration, portfolio reconciliation and reporting, bill payment, and data access teams. In this role he oversees the servicing and delivery, assesses service profitability, and provides strategic guidance related to existing client relationships and new business deals. Clay also manages internal IS/IT functions
Clay was a founding executive of SEI’s Family Office Services division, formerly known as Archway Technology Partners, where he served as Chief Financial Officer overseeing the firm’s financial and administrative matters. Additionally, Clay served as a financial technology consultant at MarketSphere Consulting, was a former member of KPMG’s Forensic and Litigation Services Practice and also worked in Arthur Andersen’s Business Consulting Practice.
Clay graduated with an MBA from Indiana University. He also holds a CPA designation.
