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Kathryn M. McCarthy

Independent Consultant and Financial Advisor
areas of expertise
Wealth management
Family offices

Kathryn McCarthy is an independent consultant and financial advisor to families and family offices globally. She has served on our Board of Directors since 1998. 

She is the Board’s Lead Independent Director, and a member of the Audit, Compensation, and Nominating and Governance Committees. With extensive wealth management experience, Kathryn provides insights into many of the markets served by SEI.

Kathryn is also a director and a member of the Audit Committee for the Rockefeller Trust Company, NA and serves on several family office boards, as well as investment committees and private trust company boards.  Other experience includes roles as a Managing Director at Rockefeller & Co., Inc. from 2000 to 2003; President of Marujupu, LLC, a New York-based family office, from 1996 to 1999; and Senior Financial Counselor and portfolio manager with Rockefeller & Co., Inc., a family office and investment manager, from 1992 to 1996.