Areas of Expertise
- Investment strategy development for nonprofits
- Investment advisory services for nonprofit and endowment clients
Mary Jane Bobyock serves as Managing Director, Nonprofit Advisory Team for our Institutional Group, where she is responsible for overseeing strategic development and advisory services for our nonprofit and endowment clients within our OCIO program. She joined SEI in June 2012 with over 26 years of experience in the investments industry. She has extensive experience delivering custom solutions to institutional clients in the nonprofit community, including asset allocation analysis, spending studies, investment policy guidance, portfolio construction and, reporting best practices.
Prior to joining SEI, Mary Jane spent five years at Russell Investments as a Senior Client Executive, where she provided advisory and investment management services to nonprofit clients. Prior to that, she spent 17 years at Miller, Anderson & Sherrerd which was acquired during that time by Morgan Stanley Investment Management. While at Morgan Stanley, Mary Jane served most recently as Vice President for the Institutional Client Coverage Group.
Mary Jane earned her bachelor’s degree from Villanova University and her Master of Business Administration in finance from Temple University. She is a CFA Charterholder.
The trend of investment outsourcing, also known as OCIO, is increasingly popular, especially among the nonprofit marketplace.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.
Improve your efficiency and strategic focus
We act as an extension of your staff, focused on your long-term goals.
We’ll give you dedicated staff, expert advice, timely manager changes, risk monitoring and goals-focused reporting.How we're different
Recent Articles from Mary Jane Bobyock
Our Strategic Partnership with the ANA Nonprofit Federation Benefits You Reputable industry leader provides marketing and research for nonprofit donor marketing
Why Nonprofit Investment Committees are Going to OCIO Valuable resources, advice and infrastructure can improve investment committee impact and efficiency
Highlights from the 2019 Association of Governing Boards (AGB) A recap of the annual leadership forum
Highlights from the 2019 NACUBO Endowment & Debt Management Forum The National Association for College and University Business Officers (NACUBO) focused on investment trends and global directions
Highlights from the 2019 CASE Annual Conference for Institutionally Related Foundations Foundation executives and other senior staff discussed critical and emerging issues
Q&A SRI ESG Screening for Institutional Investors Nonprofit expert Mary Jane Bobyock answers commonly asked questions about screening strategies