Jeffrey Roche | SEI U.S.

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Outsourced CIO
We've been dedicated to our discretionary OCIO model for 30+ years.

Unbundled OCIO
A suite of customizable alternative and sustainable strategies rooted in deep investment research and expertise.

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We can help manage the decisions, risk, and operational complexities that come with alternative investing.

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Flexible analytics and reporting with the power of total portfolio visibility using SEI Novus℠.

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Advanced solutions for cybersecurity, network operations, and cloud infrastructure.
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Nonprofits and healthcare
Custom services for higher education, community and private foundations, and hospitals and healthcare systems.

Retirement plan sponsors
Understanding the needs of retirement plans is our heritage. We focus on helping you meet business and financial goals in a complex environment.
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Jeff Roche is fully accountable for the services and resources provided through SEI in support of our OCIO partnerships. He works directly with client/committee leadership on an investment strategy that supports organizational goals, recognizing risk tolerance and liquidity needs. As the relationship’s primary contact, Jeff attends all meetings and presents SEI’s market view and latest investment research.

As a strategic partner to corporate organizations, healthcare systems, endowments, and foundations, Jeff acts in a fiduciary capacity with sophisticated institutional clients and their investment committees to analyze numerous types of asset accounts such as defined benefit balance sheet assets, endowed accounts, and long-term and short-term portfolios, often with unique covenant and organizational needs. Jeff directly coordinates with over 100 people from SEI’s team of investment professionals; he leverages the dedicated generalists and product experts in order to provide portfolio construction options based on deep, long-term analysis and provides SEI strategic partner solutions beyond investments in support of clients and their constituents.

As a nearly 30-year veteran with SEI, Jeff leads some of the Institutional Group’s largest and longest tenured client relationships across both corporate and nonprofit healthcare clients. Before moving into the Institutional relationship management role in 1999, Jeff led ERISA compliance as well as served as the leader for the internal support within SEI Private Trust Company for the Institutional Group, leveraging his experience within the banking industry.

Jeff was previously Vice President and Senior Trust Officer at York Bank and Trust Company (through acquisition, an M&T bank), responsible for relationship management and solutions development for a diverse client base.

He earned a Bachelor of Science from Indiana University of Pennsylvania and a Master of Business Administration from Loyola College of Maryland. He is also a registered representative, holding FINRA Series 7 and 63 registrations through SEI Investments Distribution Company, member FINRA.

Year started with SEI: 1995

Year started in the investment industry: 1988

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