Our Experts

• • Thomas W. Harvey
  • Director, Advice Team, Institutional Group
• • Randy Cusick
  • Director, Advice Team, Institutional Group
• • Roger P. Messina
  • Vice President and Managing Director, Relationship Management Team, Institutional Group
• • Paul F. Klauder
  • Vice President and Managing Director, Institutional Group
• • Michael Cagnina
  • Regional Director, Institutional Group
• • John Alshefski
  • Senior Vice President and Managing Director, Investment Manager Services
• • John Anderson
  • Head of Practice Management Solutions, SEI Advisor Network
• • Doug Barbagallo
  • Manager, Solutions Team, Institutional Group
• • Albert Chiaradonna
  • Senior Vice President, Private Banks
• • Kevin F. Crowe
  • Solutions Unit Leader, SEI Advisor Network
• • Ross Ellis
  • Vice President, Knowledge Partnership, Investment Manager Services
• • Russell Ewing
  • Institutional Client Strategist, Investment Management Unit
• • Michael S. Farrell
  • Managing Director, SEI Private Wealth Management
• • Terrence Gerlich
  • Managing Director, Institutional Client Investment Strategies Team, Institutional Group
• • Jeff Ladouceur
  • Director, SEI Private Wealth Management
• • Al Pierce
  • Managing Director, Solutions Advisory Team, Institutional Group
• • Phil Masterson
  • Senior Vice President, Investment Manager Services, President of Advisors' Inner Circle (AIC) Funds
• • Kevin Matthews
  • Head of Solutions Team, Institutional Group
• • James V. Morris
  • Senior Vice President, Private Banks
• • Stephen M. Onofrio
  • Managing Director, SEI Advisor Network
• • David Schug
  • Managing Director, Private Banks
• • Sean P. Simko
  • Managing Director and Head of Fixed Income Portfolio Management, Investment Management Unit
• • James F. Smigiel
  • Managing Director, Portfolio Strategies Group, Investment Management Unit
• • Jim Volk
  • Chief Accounting Officer and Chief Compliance Officer, Fund Accounting and Administration, Investment Manager Services
• • Jonathan Waite
  • Director, Investment Management Advice and Chief Actuary, Institutional Group
• • Susan West
  • Director, Wealth Management, SEI Private Wealth Management