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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.

heather_corkery

Heather Corkery, CFA

Managing Director–Investment Product Development

randy_cusick

Randy Cusick

Managing Director, Client Portfolio Manager, Institutional Group

tom_harvey

Tom Harvey

Senior Director of Nonprofit Advice

kendra_kaake

Kendra Kaake, CFA, ASA, ACIA, FRM

Managing Director, Client Portfolio Manager, Institutional Group

Michael_Lane

Michael F. Lane

Executive Vice President, Head of Asset Management

Kevin_Matthews

Kevin Matthews, CFA

Head of North America Institutional, Asset Management

lucy_paglione

Lucy Paglione

Managing Director, Institutional Group, Canada

karen_sullivan

Karen Sullivan

Strategic Initiatives Director

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

March 16, 2026

Harnessing momentum in wealth: A view from SEI’s Chief Product Officer.

What it takes to modernize client experience while transaction volumes and expectations rise.

March 5, 2026

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

It's critical to consider all needs and perspectives.

February 20, 2026

Healthcare investment management priorities and strategic trends in 2026.

An investment strategy anchored in system characteristics and a shifting investment landscape.