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Our team of experts is focused on helping our clients achieve lasting success. 

We have experts focused on investments, advice, and technology so that your SEI team is tailored to meet your needs.

michael_cagnina

Michael Cagnina

Senior Vice President and Managing Director, Institutional Group

patrick_carlevato

Patrick Carlevato, CFA

Managing Director, Unbundled OCIO

heather_corkery

Heather Corkery, CFA

Managing Director, Relationship Management Team, Institutional Group

randy_cusick

Randy Cusick

Managing Director, Client Portfolio Manager, Institutional Group

tom_harvey

Tom Harvey

Director, Advisory Team, Institutional Group

kendra_kaake

Kendra Kaake, CFA, ASA, ACIA, FRM

Director of Investment Strategy

Michael_Lane

Michael F. Lane

Executive Vice President, Head of Asset Management

Kevin_Matthews

Kevin Matthews, CFA

Senior Vice President and Managing Director of the Institutional Relationship Management Team

lucy_paglione

Lucy Paglione

Senior Client Portfolio Manager

karen_sullivan

Karen Sullivan

Managing Director, Head of Strategy and Solutions Team, Institutional Group

jon_waite

Jon Waite, F.S.A.

Director, Advisory Team and Chief Actuary, Institutional Group

Kathleen-Walters

Kathleen Walters, CFA

Managing Director of Nonprofit Advice, Higher Education

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

Insights for institutional investors

October 20, 2025

Proactive, high-touch client experience: Valuing all stakeholders.

It's critical to consider all needs and perspectives.

October 9, 2025

Uncertainty playbook: Five focus points for institutional investors.

How to strengthen your approach and get the most from your OCIO or advisor in an unpredictable environment.

August 6, 2025

Endowment strategy under pressure.

Managing spending, allocation, and sustainability for long-term growth.