Our team | SEI

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What we do

Technology and investment solutions that connect the financial services industry. We deliver capabilities standalone or as comprehensive solutions.

Asset management
Connecting investors to what matters most, so they can achieve their goals and make confident decisions.
Who we serve

Wealth management firms, financial advisors, and their clients

Institutional investors
Insights

Insights
Perspectives and happenings from our leaders and experts.

Newsroom
The latest news and announcements.
About us

Our story
Who we are, what we do, and how we do it.

Our commitment
Building brave futures through the power of connection.

Our leadership

Newsroom

Locations

Careers

Michael Cagnina

Senior Vice President and Managing Director, Institutional Group

Patrick Carlevato, CFA

Managing Director, Unbundled OCIO

Jay J. Cipriano

Executive Vice President, Head of SEI’s Institutional business

Heather Corkery, CFA

Managing Director, Relationship Management Team, Institutional Group

Randy Cusick

Managing Director, Client Portfolio Manager, Institutional Group

Tom Harvey

Director, Advisory Team, Institutional Group

Kendra Kaake, CFA, ASA, ACIA, FRM

Director of Investment Strategy

Michael F. Lane

Executive Vice President, Head of Asset Management

Kevin Matthews

Senior Vice President and Managing Director of the Institutional Relationship Management Team

Lucy Paglione

Senior Client Portfolio Manager

Karen Sullivan

Managing Director, Head of Strategy and Solutions Team, Institutional Group

Jon Waite

Director, Advisory Team and Chief Actuary, Institutional Group