Decision Makers
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 |
| 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 |
| 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
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