SEI投资公司 SEIC

Mr. Ryan P. Hicke, CAREER HIGHLIGHTS: CEO, SEI Mr. Hicke is our Chief Executive Officer, responsible for our global business strategy and execution of this strategy.Various Roles, SEI Mr. Hicke's 27-year career at SEI includes 11 years in asset management and 13 years in technology across various parts of our business, with his tenure evenly split between U.S. and global experience. Prior to being named CEO, he was our Chief Information Officer overseeing the information technology strategy and investment operations for the Company. Mr. Hicke also previously served as head of our Technology Unit, as well as a Managing Director in our U.K. wealth management business.EducationMr. Hicke holds a degree in Finance from Saint Joseph's University.

Sean J. Denham will expand his role to Chief Financial and Chief Operating Officer (CFO/COO), supporting SEI's strategy for growth on February 25, 2025. Sean Denham has been one of our Executive Vice Presidents and has served as our Chief Financial Officer since April 2024. Prior to April 2024, Mr. Denham was a partner of Grant Thornton. Prior to joining SEI, Denham spent 20 years in various leadership roles at Grant Thornton and most recently served as regional managing partner for the Atlantic Coast, National Audit growth leader, and the national Special Purpose Acquisition Company leader. He is a Certified Public Accountant and earned a bachelor's degree in accounting from Lehigh University.

Mr. Sanjay K. Sharma has been one of our Executive Vice Presidents since June 2022. Mr. Sharma was a Senior Vice President from August 2008 until June 2022.

Mr. Philip N. McCabe has been an employee since February 1989, and one of our Executive Vice Presidents since March 2022. Mr. McCabe was a Senior Vice President from January 2016 until March 2022.

Mr. William M. Doran, CAREER HIGHLIGHTS: Partner, Morgan, Lewis & Bockius LLP, Philadelphia, PA (October 1976 - October 2003)From October 1976 to October 2003, Mr. Doran was a partner in the law firm of Morgan, Lewis & Bockius LLP, Philadelphia, PA, a firm that provides significant legal services to SEI, our subsidiaries and our investment products.Former Board and Advisory RolesMr. Doran was formerly a trustee of various SEI-related trusts, each of which is an investment company for which our subsidiaries act as advisor, administrator and/or distributor. Mr. Doran also served as a director of certain of SEI's subsidiaries until he retired from these positions during 2024 and 2025.

Mr. Thomas C. Naratil, CAREER HIGHLIGHTS: Operating Partner, Lightyear Capital (July 2023 - Present)Mr. Naratil is an Operating Partner at Lightyear Capital, a private equity firm investing in the nexus of financial services and technology, healthcare, and business services.Finance Senior Fellow, United States Military Academy (January 2023 - Present)Mr. Naratil is a Finance Senior Fellow at the United States Military Academy, where he works with the Finance and Economics faculty to train future officers through scholarship, research, and discipline, focusing on teaching, coaching, and mentoring soldiers on personal finance.Various Roles, UBSPrior to joining Lightyear Capital, Mr. Naratil enjoyed a 39-year career at UBS, including serving as a member of the UBS Group Executive Board, Co-President of Global Wealth Management and President of Wealth Management America, Group Chief Financial Officer, Group Chief Operating Officer, Chairman of UBS Americas Holding LLC, UBS Bank USA, and UBS Financial Services Inc.Board and Advisory Roles Tom is a member of the Board of Directors of three Lightyear portfolio companies, Allworth Financial, Prime Pensions and WSTopCo Limited (Wren Sterling). He also serves as a member of the Board of Directors of KKR Private Equity Conglomerate, LLC (K-PEC).EducationMr. Naratil holds an M.B.A. from the Stern Graduate School of Business at New York University and a B.A. in history from Yale University.

Ms. Karin A. Risi, CAREER HIGHLIGHTS: Independent Director, HarbourVest Partners (May 2025 - Present)Ms. Risi is an independent director for HarbourVest Partners, a global private markets investment firm.Various Roles, Vanguard (prior to 2024 - December 2024)At Vanguard, Ms. Risi served as Managing Director overseeing Enterprise Strategy, Global Investment Product Development, Marketing and Communications from 2021 to 2024. Reporting to the CEO since 2015, she also held executive roles with Vanguard including Managing Director of Vanguard's Personal Investor and Wealth Management businesses.Board and Advisory RolesIn addition, Ms. Risi holds roles in several non-profit organizations, serving as Trustee for Episcopal Academy and Business Advisor for Unite for HER since 2020.

Mr. Carl A. Guarino CAREER HIGHLIGHTS: CEO, WizeHive, Inc. (June 2017 - August 2024)Mr. Guarino was the Chief Executive Officer of WizeHive, Inc., a SaaS company that provides a platform for managing grants, scholarships, and employee giving solutions, from June 2017 until WizeHive was acquired in August 2024.CEO, Procurian Inc. (August 2006 - January 2014)Mr. Guarino was Chief Executive Officer of Procurian Inc. (a provider of procurement outsourcing services to Fortune 1000 firms) from August 2006 until January 2014, shortly after the acquisition of Procurian by a subsidiary of Accenture PLC.Executive Vice President, Investment Advisors, SEI (Prior to March 2006)Prior to March 2006, Mr. Guarino was our Executive Vice President, Investment Advisors.

Carmen V. Romeo, CAREER HIGHLIGHTS: Executive Vice President, SEI (December 1985 - December 2004)From December 1985 to December 2004, Mr. Romeo served as one of our Executive Vice Presidents. Mr. Romeo officially retired from his executive responsibilities effective December 31, 2004.Treasurer and Chief Financial Officer, SEI (June 1979 - September 1996)Mr. Romeo was our Treasurer and Chief Financial Officer from June 1979 until September 1996.Certified Public Accountant, Arthur Andersen & Co. (Prior to 1979)Mr. Romeo was a certified public accountant with Arthur Andersen & Co. prior to 1979.

Ms. Kathryn M. Mccarthy, CAREER HIGHLIGHTS: Independent Consultant and Financial Advisor Ms. McCarthy is an independent consultant and financial advisor to global families and family offices. She serves on several family office boards as well as investment committees and private trust company boards.Director and Chair, Audit Committee, Rockefeller Trust Company, N.A. Ms. McCarthy serves as a Director and Chairs the Audit Committee of Rockefeller Trust Company, N.A.Managing Director, Rockefeller & Co., Inc. (February 2000 - May 2003)From February 2000 to May 2003, Ms. McCarthy served as a Managing Director at Rockefeller & Co., Inc.President, Marujupu, LLC (November 1996 - June 1999)Ms. McCarthy was the President of Marujupu, LLC (a New York-based family office) from November 1996 to June 1999 and subsequently an advisor to Marujupu, LLC on investment and wealth transfer matters.Senior Financial Counselor and Portfolio Manager, Rockefeller & Co., Inc. (June 1992 - October 1996)From June 1992 to October 1996, Ms. McCarthy was a Senior Financial Counselor and portfolio manager with Rockefeller & Co., Inc., a family office and investment manager.

Jonathan A. Brassington, CAREER HIGHLIGHTS: Co-Founder and Partner, Proofpoint Capital (September 2025 - Present)Mr. Brassington partners with founders to scale enduring, high-growth technology companies by bringing an operator's lens to cadence, hiring, and go-to-market execution.Advisory Partner, NewSpring Capital (March 2024 - Present)Since March 2024, Mr. Brassington has been a Partner at NewSpring Capital, where he focuses on investing growth capital in software and technology-enabled business.Head of Digital Customer Experience (DCX), North America, Capgemini (2020 - May 2023)From 2020 until May 2023, Mr. Brassington led Capgemini's Digital Customer Experience (DCX) business in North America, focusing on DCX transformation for Global 1000 clients.Leader, Capgemini Invent, North America (March 2018 - December 2019)From March 2018 until December 2019, he led Capgemini Invent in North America, the management consulting division of Capgemini, Inc. CEO, Partner, and Co-founder, LiquidHub (Prior to 2018)Prior to Capgemini, Mr. Brassington was the CEO, Partner, and Co-founder of LiquidHub, a digital transformation company focused on reimagining customer engagement.Board and Advisory RolesMr. Brassington is a member of the Board of Advisors at the University of Pennsylvania's School of Engineering and Applied Science. He also serves on the Board and Executive Committee of Philadelphia Alliance for Capital and Technology.

Mr. Mark Andrew Warner has been an employee since May 1990, and has served as our Chief Accounting Officer and Controller since March 2023.