Kathleen Walters

Kathleen is a Managing Director overseeing the higher education client base within SEI’s Institutional business. In this role, she is responsible for analyzing clients’ risk profiles and their impact on asset allocation. 

Kathleen focuses on implementing SEI’s solutions for clients, helping them create a cohesive investment strategy that integrates asset pools with the organization’s finances. She provides support for client relationships with customized advice and analyses to coordinate asset allocation reviews, spending studies, risk management, and financial analysis. 

Previously, Kathleen was Senior Client Investment Officer at Northern Trust Asset Management, assisting institutional clients in achieving their investment goals through custom investment programs. Prior to that, she spent 13 years at PFM Asset Management, a subsidiary of US Bank Asset Management, working with public and higher education client portfolios. She also spent time working at DiMeo Schneider (now Fiducient Advisors) as a Fixed Income Research Analyst covering all fixed income asset classes.

Kathleen earned her bachelor’s degree from Yale University and is a CFA Charterholder.

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