Areas of Expertise

  • Strategy and development of institutional solutions and offerings
  • Manage communication and coordination among external providers

Karen Sullivan leads the Solutions Team for SEIs Institutional Group and is responsible for overseeing the maintenance and development of the companys global retirement, nonprofit, and healthcare solutions. Her team combines data from SEIs roster of hundreds of institutional clients with global investment research to create solutions that integrate long-term investment strategies with organizational financial goals. She also oversees the coordination of services with SEIs external vendors and providers. She is the Chair of the corporate Sustainable Investment Committee.

In her preceding roles, Karen served as Defined Contribution Strategy Director, Global Content Development Director/RFP Manager, Solutions Director for North American Trustee Directed Market, Financial Management Analysis Manager for the Global Institutional Advice Team, Project Manager on the Advice Team and Investment Analyst. Prior to joining the Institutional Group in 2000, Karen was an Asset Management Account Director for the SEI Trust Advisory Services Group where she actively serviced the needs of SEIs asset management bank clients. She previously worked at Arthur Andersen.

Karen earned her bachelors degree from Drexel University and her Master of Business Administration from Pennsylvania State University. She is a licensed registered representative for various FINRA Series designations.

Legal Note

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