SEI Names Sneha Shah as Chief AI Strategist
Sneha Shah
SEI Investments Co. appointed Sneha Shah as chief artificial intelligence strategist; Michael Tryniszewski as head of AI orchestration; and William Coffey as chief data officer.
Shah will lead SEI’s enterprise AI strategy and external market voice, as well as guide decisions on how SEI builds, acquires and partners to expand its portfolio. Her team will also work on agentic workflows, AI and data services, and strategic integration with fintech partners.
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Shah previously held senior roles at the London Stock Exchange Group, Refinitiv and Thomson Reuters. Since joining SEI in 2023, she developed SEI’s AI-native operating model.
Tryniszewski, who will report to Shah, will lead how AI is deployed across SEI, working across the product, technology, operations, risk, compliance and business units. His more than two decades of experience include senior leadership roles at Takeda, where he led large-scale data and AI initiatives.
Coffey, who will report to Zach Womack, SEI’s chief technology officer, will lead SEI’s enterprise data strategy and oversee the development of a unified data and AI framework. Most recently, Coffey served as chief risk and data officer at Akuvo LLC.
Callan Promotes Pete Keliuotis to Director of Public, Private Markets Research
Callan LLC, an institutional investment consulting firm whose clients include defined contribution plan sponsors, announced that Pete Keliuotis, an executive vice president and the firm’s head of alternatives consulting, will become the director of public and private markets research, effective June 15. He will report to Callan CEO and Chief Research Officer Greg Allen.
Keliuotis will oversee the firm’s global manager research, alternatives and real assets research, and research technology, which includes more than 30 public and private markets research professionals. He will continue to lead Callan’s alternatives consulting efforts, remain active with clients and consulting teams, and oversee the firm’s capital markets research group.
Keliuotis has more than 35 years of experience across investment and consulting firms. Prior to Callan, he was a senior managing director at Cliffwater and a senior member of its portfolio advisory team. He also worked at Strategic Investment Solutions, Mercer Investment Consulting, Hotchkis and Wiley, and Northern Trust Co.
FuturePlan by Ascensus Adds Ryan Moore as Regional VP
Third-party administrator FuturePlan by Ascensus appointed Ryan Moore as a regional vice president and sales consultant. Moore will support retirement plan advisers and plan sponsors across Greater Los Angeles and Hawaii.
Moore has more than 21 years of experience in the retirement services industry. He joined FuturePlan from Newport, an Ascensus company, where he held a variety of roles focused on adviser engagement and business development.
Moore will report to Jeffrey Cricenti, divisional vice president, North/West. Moore earned an associate’s degree in business administration and management from Georgia State University’s Perimeter College.
FuturePlan supports more than 33,800 plan sponsors and represents more than $101 billion in assets under administration.
SPARK Institute Names New Governing Board Leadership
The SPARK [Society of Professional Asset Managers and Recordkeepers] Institute, a trade association based in Washington, D.C. representing retirement plan service providers, announced a leadership transition on its governing board.
At its June 3 meeting, the governing board elected Will Hicks of FIS Global as chair, Francisco Negrón of T. Rowe Price as vice chair and Judy Nelson of SS&C Technologies as treasurer.
The SPARK Governing Board provides strategic oversight for the association’s policy advocacy, educational programs, research initiatives and member services.
Mike Miller, who last served as chair of the SPARK Governing Board while working at PGIM, departed from the board as he assumed a new role at Blackstone. PGIM did not comment on Miller’s transition.
Stephen Rosenberg Founds Law Firm
Stephen Rosenberg
Stephen Rosenberg, a former partner in the Wagner Group, is now a founding partner in his own firm, Rosenberg & Fiore LLC, according to LinkedIn.
The Boston-based trial lawyer provides full-service litigation and counseling services in complex business, ERISA and insurance matters to companies, executives, founders, employees, boards, unions and others.
At the Wagner Group, Rosenberg dealt with commercial, class action, ERISA, intellectual property, director and officer, complex insurance coverage and insurance bad-faith litigation, representing parties in federal and state courts.
Prior to his time at the Wagner Group, Rosenberg was a partner in the McCormack Firm.
