KNOWLEDGE CENTER

Press Contacts

Dana Grosser
SEI
+1 610 676-2459
dgrosser@seic.com

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SEI
+1 610 676-4385
nvattimo@seic.com

Our Experts

Holly Miller

Holly H. Miller

Managing Director, Middle Office Services, Investment Manager Services

Areas of expertise

  • Strategic planning, implementation, and delivery of SEI’s middle-office outsourcing solution for institutional investment managers

Holly H. Miller is Managing Director of Middle Office Services within SEI’s Investment Manager Services division. In this role, she is responsible for strategic planning, implementation, and delivery of SEI’s middle-office outsourcing solution for institutional investment managers.

During her 30-year career in the investment management industry, Holly has worked for both traditional and alternative investment managers and has provided strategic and operational consulting to many of the world’s leading buy-side firms. Her experience has been particularly focused on middle-office outsourcing and operational risk.

Prior to joining SEI, Holly was the founding partner of Stone House Consulting, LLC, providing strategic, operational, and IT consulting services to investment managers and hedge funds. In 2003, Holly opened the New York office for the London-based consultancy, Citisoft PLC.

Holly’s hands-on operational experience on the buy side includes serving as Senior Vice President and Chief Operating Officer at M.D. Sass Investor Services. She has also managed investment operations teams for Bank Julius Baer, J&W, Seligman, and Citigroup.

Holly is a co-author of The Top Ten Operational Risks: A Survival Guide for Investment Managers and Hedge Funds and has authored numerous articles on buy-side issues and trends. She has taught several popular seminars including “Surviving an Operational Due Diligence Review,” “How to Launch a Hedge Fund,” and “Performance Measurement 101.” She is a member of SIFMA’s AMF Operational Risk Committee. As an advisor to the CFA Institute, Holly serves on the Certificate in Investment Performance Measurement (CIPM) Examination Review Panel (for both the Principles and Expert exams) and previously served on the Promotion and Awareness Subcommittee for the Global Investment Performance Standards (GIPS®). She is a former member of the editorial board for the Journal for Performance Measurement and was an active member of the Hedge Fund COO Forum. Holly is a frequent speaker at industry conferences.