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.
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