Michael Cagnina

Vice President and Managing Director, Institutional Group

Areas of Expertise

  • Business development best practices
  • Integrated investment outsourcing solutions
  • Strategic elements of institutional asset management

Michael Cagnina is Vice President and Managing Director of our Institutional Group and oversees all new business development within the institutional investment marketplace. His team is responsible for marketing our integrated investment outsourcing and discretionary solutions to corporations, non-profits, multiemployer plan sponsors, public pension plans and healthcare organizations throughout the United States and Canada.

Mike has over 25 years of institutional investment experience, having spent the last 20 years with SEI. Prior to joining us, he spent four years at the Chicago Board of Trade in the U.S. Treasury Bond Futures Pit, where he employed technical and fundamental analysis to strengthen trading strategies. Prior to his current role, he was responsible for new business development focused on large non-profit, corporate and union organizations. He has also worked for the company’s consulting group, where his primary responsibilities were portfolio analysis and client services.

Mike is recognized as an expert in investment outsourcing and discretionary strategies for institutional investors. He regularly speaks at industry conferences and webinars on the topic of investment outsourcing and discretionary investment management. He has been interviewed on best practices by numerous media outlets including Non-profit News, Plan Sponsor, Bloomberg News, Pensions & Investments and Fundfire.

Mike graduated from the University of Arizona with a Bachelor of Science in Finance and is licensed in NASD Series 6, 7, 63, and 65. He also maintains membership in the Association of Investment Management Sales Executives.