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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.

carolyn_beahan

Carolyn Beahan

Director, OCIO Consultant Relations & Strategic Partnerships

Tim_Black

Tim Black

Director, Union and Government

heather_corkery

Heather Corkery, CFA

Managing Director–Investment Product Development

randy_cusick

Randy Cusick

Managing Director, Client Portfolio Manager, Institutional Group

Justin_Day_BW

Justin Day

Executive Director, Client Portfolio Manager, Institutional Group

Peter Glennon_bw_2

Peter Glennon AIF®

Managing Director

tom_harvey

Tom Harvey

Senior Director of Nonprofit Advice

Bruce_Higginson

Bruce Higginson, CFA

Director, Defined Benefit and Healthcare

Jana Holt_bw

Jana Holt

Global Director, Sustainable Investing Solutions

erin_hueber

Erin Hueber

Head of Institutional Client Service

Robert Hum

Robert Hum, CAIA

Head of Investment Product Development and Activation, SEI’s Asset Management business

Michael_Lane

Michael F. Lane

Executive Vice President, Head of Asset Management

Kevin_Matthews

Kevin Matthews, CFA

Head of North America Institutional, Asset Management

Mark Morgan_bw

Mark Morgan, CFA

Managing Director

Jeffrey Roche_bw

Jeffrey Roche

Managing Director

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

June 30, 2026

Beyond Termination: Reframing Pension Surplus as Strategic Capital

As DB plans transition from deficit to surplus, the lens through which they are viewed must evolve. Plan sponsors are increasingly re-evaluating whether termination is the optimal path.

video March 5, 2026

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

It's critical to consider all needs and perspectives.

bulb-on February 20, 2026

Healthcare investment management priorities and strategic trends in 2026.

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