Areas of Expertise
- Trends in the alternative investment market
- Outsourcing services and trends
- Hedge funds, funds of hedge funds, private equity
Jim Cass is Senior Vice President and Managing Director of SEI’s Investment Manager Services division. In this role, Jim is responsible for the business development and client servicing of SEI’s alternative investment manager clients. In a previous capacity, Jim served as the Managing Director of Operations.
Before joining the Investment Manager Services division in 2002, Jim worked in the Mutual Fund Product Solutions team where he was responsible for the services provided in SEI’s unitized funds offering. Previously, he created the Investment Operations Department and was the Senior Director for the group from 1997 to 1999. Additionally, Jim was a Director of Portfolio Accounting. He began his career with SEI in 1990 as a Portfolio Analyst.
Jim graduated with his Bachelor of Science in finance from Philadelphia University and is currently a member of the University’s School of Business Administration Advancement Council. Additionally, Jim holds FINRA series 6 and 7 licenses.