Personal to the Core: Making Passive Investing Personal

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Speakers

Erich A. Holland
Director - Distribution & Engagement Team Independent Advisor Solutions
SEI

Erich Holland serves as Director of the Distribution & Engagement Team within Independent Advisor Solutions by SEI. He is responsible for sales and distribution strategy, leading efforts focused on recruiting independent investment advisors to form strategic relationships with SEI. Erich is a frequent speaker at various SEI and industry conferences.

Erich previously served as Regional Director responsible for new business development, advisor relationship management, practice management consulting, and business planning for independent registered investment advisors in Ohio and Kentucky and prior to that served as Relationship Manager for existing advisor relationships in Indiana, Kentucky, Michigan and Ohio, both as as a part of the Midwest Region in the SEI Advisor Network, now Independent Advisor Solutions by SEI.

Prior to his role in the Midwest Region, Erich served the same role in New York and previously as an Internal Account Executive responsible for multiple states in the Northeast Region of SEI’s Advisor Network. Erich has been with SEI full time since 2010. Erich began his work at SEI a Business Analyst on the SEI Wealth Platform.

Erich received Bachelor of Business Administration degrees in Finance, Economics and Accounting from Stetson University in DeLand, Florida and a Master of Business Administration degree from Villanova University while specializing in finance and strategic management.

J. Womack
Managing Director, Investment Solutions
Independent Advisor Solutions by SEI

J. is responsible for defining investment solution strategy, developing or enhancing the existing solution offering, and managing the launch of new products. Previously, J. worked as Head of Investment Strategy and Chief Administrative Officer for Capital Preferences, Ltd., where he was responsible for day-to-day operations and the development of quantitative methods that integrated behavioral finance with asset management.

J. graduated with a B.A. degree in Economics from the University of Southern California, and an MBA in Finance from The Wharton School at the University of Pennsylvania.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.