Managing Director
Current
Dec 2024 - Present
AeroLeads people directory · profile
Mark Hoffman Email & Phone Number
Managing Director at SEI
at
SEI
3 work emails found
@lifeyield.com
4 phones found area 617
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Mark Hoffman? Overview
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Quick answer
Mark Hoffman is listed as Managing Director at SEI at SEI, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at lifeyield.com, phone signal with area code 617, and a matched LinkedIn profile for Mark Hoffman.
Mark Hoffman previously worked as Managing Director at Sei and CEO, Chairman & Founder at Lifeyield, Llc. Mark Hoffman holds Bachelor Of Science (B.S.), Computer Science from University Of Wisconsin.
Company email context
Email format at SEI
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{first}.{last}@lifeyield.com
92% confidence
AeroLeads found 3 current-domain work email signals for Mark Hoffman. Compare company email patterns before reaching out.
Profile bio
About Mark Hoffman
Over 35 years of experience as an executive at public organizations including SEI, Fiserv, State Street and Colonial Management and founder of three successful and innovative financial technology firms in LifeYield, Upstream Technologies and Lattice Trading.Specialties:General management, leadership, client relationship management, product development, business operations, strategy, investment technology and platform innovation.https://seic.com/social
Listed skills include Asset Management, Management, Wealth Management, Leadership, and 26 others.
Current workplace
Mark Hoffman's current company
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7 roles · 41 years
Mark Hoffman work experience
A career timeline built from the work history available for this profile.
Ceo, Chairman & Founder
LifeYield is the wealthtech leader in powering unified managed household (UMH) platforms to help advisors and firms maximize retirement income for clients from accumulation through withdrawal. LifeYield’s dynamic algorithms and comprehensive API library enable advisory firms of all sizes to manage household-level portfolios that coordinate the technology.
2008 - Dec 2024
Svp Advanced Trading Solutions
Upstream Technologies was acquired by Fiserv in 2007 and Mark worked with the senior management team of the investment services division to successfully integrate Upstream clients and business into Fiserv.
2007 - 2008
~1 yr
Ceo And Founder
Mark was the CEO and co-founder of Upstream Technologies, a leading UMA platform and trading solutions provider, which was purchased by CheckFree Investment Services, now Fiserv in 2007, to deliver highly scalable and complementary capabilities to its industry leading separately managed account portfolio accounting platform.
Jan 2000 - Jan 2007
Svp Director Of Electronic Trading
Lattice Trading was acquired by State Street Global Advisors in 1996, and Mark became the Director of Electronic Trading for SSGA where he increased the Lattice Division client base to over 100 asset management institutions and led a financial engineering team that built trading algorithms for its clients.
1996 - 2000
~4 yrs
President & Co-Founder
Lattice Trading
Lattice Trading was a highly scalable advanced Alternative Trading System that integrated order-matching with order-routing across multiple exchanges including international exchanges.
1990 - 1996
~6 yrs
Investment Department Computer Programming & Operations
Colonial Management
Mark developed equity trading, financial analysis, stock selection and fund management systems for a leading mutual fund company.
1985 - 1990
~5 yrs
1 education record
Mark Hoffman education
-
University Of Wisconsin
FAQ
Frequently asked questions about Mark Hoffman
Quick answers generated from the profile data available on this page.
What company does Mark Hoffman work for?
Mark Hoffman works for SEI.
What is Mark Hoffman's role at SEI?
Mark Hoffman is listed as Managing Director at SEI at SEI.
What is Mark Hoffman's email address?
AeroLeads has found 3 work email signals at @lifeyield.com for Mark Hoffman at SEI.
What is Mark Hoffman's phone number?
AeroLeads has found 4 phone signal(s) with area code 617 for Mark Hoffman at SEI.
Where is Mark Hoffman based?
Mark Hoffman is based in Boston, Massachusetts, United States while working with SEI.
What companies has Mark Hoffman worked for?
Mark Hoffman has worked for Sei, Lifeyield, Llc, Fiserv, Upstream Technologies Llc, and State Street.
How can I contact Mark Hoffman?
You can use AeroLeads to view verified contact signals for Mark Hoffman at SEI, including work email, phone, and LinkedIn data when available.
What schools did Mark Hoffman attend?
Mark Hoffman holds Bachelor Of Science (B.S.), Computer Science from University Of Wisconsin.
What skills is Mark Hoffman known for?
Mark Hoffman is listed with skills including Asset Management, Management, Wealth Management, Leadership, Start Ups, Product Development, Capital Markets, and Trading.
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