BNET Industries

Market Cap:$3.3B
Last Fiscal Year Sales:$1.2B
  • Public
  • US
Dow Jones Description

SEI is happy to invest in the world's future. Founded in 1968 and headquartered in Oaks, PA, SEI Investments Company (NASDAQ-GS: SEIC) is a provider of investment solutions and outsourced asset management services. It offers software and outsourcing services that allow investors and other professionals to process their investments, mutual funds and other accounts. It offers its services to financial institutions, institutional investors, investment professionals and wealthy individuals. In June 2006, its outsourcing platform for separately managed accounts won first place in the SourceMedia Fund Operations Awards.

Chief Financial Officer
Dennis McGonigle
Number of Employees 2,200
Contact Information

1 Freedom Valley Drive

Oaks, Pennsylvania 19456-1100

www.seic.com

(610) 676-1000

NAICS Code Securities Brokerage: 523120

Recent Events

  • SEI Investments earnings up 53% in 3Q

    10/21/09 - Financial Announcement - View Story

  • MOVES-UPDATE 2-Regions Financial, Cushman & Wakefield

    10/15/09 - Mgmt. Change Entering - Director - View Story

  • Oppenheimer & Co. reiterates SEI Investments at 'outperform'

    10/06/09 - Bond / Stock Rating - View Story

  • UPDATE 3-MOVES-Bank of America, NewOak, Beacon, BarCap, Piper

    9/09/09 - Mgmt. Change Entering - Other - View Story

  • SEI Reports Second-Quarter 2009 Financial Results

    7/22/09 - Financial Announcement - View Story

  • Oppenheimer & Co. upgrades SEI Investments to 'outperform'

    6/09/09 - Bond / Stock Rating - View Story

News & Analysis

call transcript and sei investments co. - All News and Analysis

Decision Makers

Name (plus bio) Position
Dennis McGonigle Chief Financial Officer
Greg Stahl Chief Investment Strategist
Jim Volk CCO
Judith E. Tschirgi CIO & Senior Vice President
Kathy Heilig Chief Accounting Officer
Wayne Withrow Chief Information Officer
Carl Guarino Executive Vice President
Edward Loughlin Executive Vice President
Joseph Ujobai Executive Vice President
N. Jeffrey Klauder Executive Vice President
Robert Crudup Executive Vice President
Stephen G. Meyer Executive Vice President
Kenneth G. Zimmer Senior Vice President
Kevin Robins Senior Vice President
Mark E. Nagle Senior Vice President
Mark Samuels Senior Vice President
Murray Louis Vice President
Francis Jackson Managing Director, Global Wealth Management
Ross Ellis Managing Director, SEIs Global Fund Services Product Group
Anthony Moore Director, Accounting & Client Service
Greg Rodgers Director, Institutional Sales, Europe
Kate Finch Director, Institutional Sales
Virginia Devereux Director, Marketing, Asia
Nicola Dymond Manager, Global Wealth Management
Al Chiaradonna Head of Global Strategy and Innovation for Sei's P
Catherine H West
Chris Arizin Head of Sei's National Accounts Team
Dawn M Badorini
Ellen Rogin
James W Barrett
John A Scott
John Alshefski Head of Business Development for Sei's Investment
John Gaudin
Mike Ramerth
Richard C Donnelly
Richard M Chase
Robert M. Silvestri Treasurer
Sam Holloway
Scott J Mason
Alfred P. West Director
Carmen V. Romeo Director
Henry H. Porter Director
Kathryn M. McCarthy Director
Richard B. Lieb Director
Sarah W. Blumenstein Director
Thomas W. Smith Director
William M. Doran Director
Karl F. Dasher Team Member

Board of Directors

Name (plus bio) Position
Howard D. Ross Board of Directors

Organization Position Status
SEI Investments Company Chief Financial Officer Current
SEI Investments Company Executive Vice President Former

Organization Position Status
SEI Investments Company Chief Investment Strategist Current

Organization Position Status
SEI Investments Company CCO Current

Organization Position Status
SEI Investments Company CIO & Senior Vice President Current

Organization Position Status
SEI Investments Company Chief Accounting Officer Current
SEI Investments Company Controller Former
SEI Investments Company Treasurer Former
SEI Investments Company Team Member Former

Organization Position Status
SEI Investments Company Chief Information Officer Current
SEI Investments Company Senior Vice President Former

Organization Position Status
SEI Investments Company Executive Vice President Current

Organization Position Status
SEI Investments Company Executive Vice President Current

Organization Position Status
SEI Investments Company Executive Vice President Current

Organization Position Status
SEI Investments Company Executive Vice President Current
Safeguard Scientifics, Inc. Managing Director Former
Morgan, Lewis & Bockius LLP Partner Former
SEI Investments Company General Counsel Former
Safeguard Scientifics, Inc. General Counsel Former

Organization Position Status
SEI Investments Company Executive Vice President Current

Organization Position Status
SEI Investments Company Executive Vice President Current

Organization Position Status
SEI Investments Company Senior Vice President Current

Organization Position Status
SEI Investments Company Senior Vice President Current

Organization Position Status
SEI Investments Company Senior Vice President Current

Organization Position Status
SEI Investments Company Senior Vice President Current

Organization Position Status
SEI Investments Company Vice President Current

Organization Position Status
SEI Investments Company Managing Director, Global Wealth Management Current

Organization Position Status
SEI Investments Company Managing Director, SEIs Global Fund Services Product Group Current

Organization Position Status
SEI Investments Company Director, Accounting & Client Service Current

Organization Position Status
SEI Investments Company Director, Institutional Sales, Europe Current

Organization Position Status
SEI Investments Company Director, Institutional Sales Current

Organization Position Status
SEI Investments Company Director, Marketing, Asia Current

Organization Position Status
SEI Investments Company Manager, Global Wealth Management Current

Organization Position Status
SEI Investments Company Head of Global Strategy and Innovation for Sei's P Current

Organization Position Status
SEI Investments Company Current
University of Massachusetts Amherst adjunct professor of accounting Former

Organization Position Status
SEI Investments Company Head of Sei's National Accounts Team Current

Organization Position Status
Family Wealth Management, Inc. Current
SEI Investments Company Current
Bentley College Master of Science In Taxation Former
Bentley College BS In Accounting Former

Ellen Rogin, CPA, CFP , Director of Financial Planning, Marketing and Strategy, has over 20 years experience in the financial services industry. She works with the Private Capital Mangers in training and development. Ms. Rogin presents educational workshops, seminar and programs to MetCap clients and prospective clients. She is also a member of the Bank's Board of Directors. Ms. Rogin is Founder and has been the President of Strategic Financial Designs Inc., a wealth management firm in Northfield, IL, since 1990. Ms. Rogin is a nationally recognized expert in financial planning as well as an author and presenter. She writes a monthly column on money management issues for women, that is carried by The Pioneer Press appearing in all 48 of its suburban Chicago newspapers, and she is frequently quoted as a financial expert in a variety of local and national publications. Ms. Rogin earned her B.A. in Economics from Newcomb College, Tulane University and received her MBA, with a concentration in Accounting from New York University.

Organization Position Status
Metropolitan Capital Bank Director of Financial Planning, Marketing and Strategy Current
SEI Investments Company Current
Metropolitan Capital Bank Board of Directors Current
Metropolitan Capital Bank Member Former
New York University MBA Former
Newcomb College, Inc. B.A. In Economics Former
Tulane University B.A. In Economics Former

Organization Position Status
Meyers Brothers Kalicka Partner Current
Family Wealth Management, Inc. Certified Public Accountant and Personal Financial Specialist Current
SEI Investments Company Current
Massachusetts Society of Certified Public Accountants, Inc Board of Directors Current
American Institute of Certified Public Accountants Board of Directors Current
Massachusetts Society of Certified Public Accountants, Inc Member Current
American Institute of Certified Public Accountants Member Current
KPMG International Senior Tax Manager Former
Florida International University Master of Science In Taxation Former
Florida International University Bsba Former

Organization Position Status
SEI Investments Company Current
Colorado School of Mines Petroleum Engineering Former

Organization Position Status
SEI Investments Company Head of Business Development for Sei's Investment Current

With over 22 years experience in the wealth planning business, John has now been an independent advisor with his own firm since 1989. His experience includes leading the advisory firma s family, business and institutional relationships. After entering the investment business in 1983, John was President of two Regional Broker Dealers with the responsibility for strategic planning and investment solutions. A native of the same region, John received his Bachelora s Degree from the University of Southwestern Louisiana. After his move to Arkansas in 1982, John became fully integrated into the community through his philanthropic interests in various non-profit organizations. John expresses his creative side as an artist and art gallery owner. John also spends his time as part of Argenta, a development team resurrecting the Historic District of North Little Rock. An avid health enthusiast, John enjoys running, yoga, Nia, and weight lifting. He resides in Little Rock, Arkansas his adopted home since 1982.

Organization Position Status
Sei Investments Distribution Co. Current
SEI Investments Company Current
University of Southwestern Louisiana Bachelor's Degree Former

Mike Ramerth joined MBJ as a principal in 1994. He has led structural engineering services for numerous significant projects including the Humphrey Terminal at the Minneapolis/St. Paul International Airport, SEI Investments corporate campus in Oaks, Pennsylvania, and Deluxe Check in Phoenix, AZ. His responsibilities include design leadership, quality control, and client care. He is a researcher in the specification and uses of "green" concrete for the Minnesota Concrete Council. A 1975 graduate of the University of Minnesota, he holds professional licenses in 14 states and Washington D.C.

Organization Position Status
Meyer Borgman & Johnson Inc Principal Current
SEI Investments Company Current
Boing Software, Inc. Current
HealthPartners, Inc. Former
University of Minnesota Bachelor of Civil Engineering Former

Organization Position Status
SEI Investments Company Current

Organization Position Status
Meyers Brothers Kalicka Partner Current
SEI Investments Company Current
Massachusetts Society of Certified Public Accountants, Inc Board of Directors Current
American Institute of Certified Public Accountants Board of Directors Current
The Estate Planning Council of Hampden County, Inc. Board of Directors Current
American Institute of Certified Public Accountants Member Current
The Estate Planning Council of Hampden County, Inc. Member Current
Massachusetts Society of Certified Public Accountants, Inc Member Current
University of Southern California MBA Former
Boston University Bsba In Accounting Former

Organization Position Status
SEI Investments Company Treasurer Current

Organization Position Status
SEI Investments Company Current
Sei Investments Distribution Co. Current
Wachovia Corporation Former
The University of Alabama Bachelor's of Science degree in Commerce & Business Administration Former

Organization Position Status
SEI Investments Company Current
Hobart and William Smith Colleges undergraduate degree Former

Organization Position Status
SEI Investments Company Director Current
SEI Investments Company Chief Executive Officer Former
SEI Investments Company President Former
SEI Investments Company Chairman Former

Organization Position Status
SEI Investments Company Director Current

Organization Position Status
SEI Investments Company Director Current

Organization Position Status
LLR Partners, Inc. Co-Founder & Partner Current
Taratec Development Corp Director Current
Cybershift, Inc. Board of Directors Current
Medmark, Inc. Director Current
Five Below, Inc. Director Current
Maxwell Systems Inc. Director Current
Gestalt, LLC Director Current
SEI Investments Company Board of Directors Current
LLR Partners, Inc. General Partner Former
Iron Mountain Incorporated Director Former
Excellerx, Inc. Director Former
eResearch Technology, Inc. Director Former
Wharton Graduate School of the University of Pennsylvania B.S. In Economics Former
Wharton School, University of Pennsylvania B.S. in Economics Former

Organization Position Status
SEI Investments Company Director Current

Organization Position Status
SEI Investments Company Director Current

Organization Position Status
SEI Investments Company Director Current

Organization Position Status
SEI Investments Company Director Current

Organization Position Status
SEI Investments Company Director Current

Organization Position Status
SEI Investments Company Team Member Current
SEI Investments Company Chief Investment Officer Former
SEI Investments Company Executive Vice President Former

Executive News

  • Deals aplenty for 'people with money to invest'

    Philadelphia Inquirer - 6/26/09 - View Story

  • PhillyDeals: Deals aplenty for 'people with money to invest'

    Philadelphia Inquirer - 6/26/09 - View Story

  • Insider Transactions

    Philadelphia Inquirer - 6/01/09 - View Story

  • Insider Transactions

    Philadelphia Inquirer - 5/25/09 - View Story

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     SEIC $17.45 +0.01 (0.06% )
Average Volume 1,014,410
Shares Outstanding 190.47M
Market Cap 3.3B
Year High 20.41
Year Low 9.19
Earnings Per Share 0.72
P/E Ratio 24.24
Dividend 0.16
Yield 0.92
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