Our team | SEI

Home
What we do

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

Technology
Powering the future of wealth with enterprise platform solutions that address complex business challenges.

Operations
Achieving operational excellence with business process outsourcing and data management that help clients improve efficiency and performance.

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

Featured
Who we serve

RIAs and financial advisors

Wealth and asset managers

Banks and broker-dealer advisors

Institutional investors

Families and individuals

Featured
Insights

Insights
Perspectives and happenings from our leaders and experts

Newsroom
The latest news and announcements

Featured
Investor relations

Overview
The latest financial information for shareholders

Events and webcasts
Timely shareholder announcements and event information

Governance

Reports and filings

Stock information

Featured
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 team

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

Kerry Kilcullen

Director of Marketing, Institutional Group and Private Wealth Management

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

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

Insights for institutional investors

Institutional investors