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 McGonigleNumber of Employees 2,200
Contact Information
1 Freedom Valley Drive
Oaks, Pennsylvania 19456-1100
(610) 676-1000
Peer Companies
NAICS Code Securities Brokerage: 523120
Recent Events
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SEI board declares 9 cent dividend
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Evercore Wealth Plans To Expand, Wants $5B in Assets in Five Years
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SEI Signs Multi-year Deal With Evercore Trust To Provide Trust And Wealth Processing Services -...
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SEI Investments earnings up 53% in 3Q
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MOVES-UPDATE 2-Regions Financial, Cushman & Wakefield
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Oppenheimer & Co. reiterates SEI Investments at 'outperform'
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UPDATE 3-MOVES-Bank of America, NewOak, Beacon, BarCap, Piper
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SEI Reports Second-Quarter 2009 Financial Results
News & Analysis
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seeking alpha and sei investments co. - All News and Analysis
SEI Investments Co. Q3 2009 Earnings Call Transcript
Earnings Call ExcerptSEI Investments Co. SEIC Q3 2009 Earnings Call October 21, 2009 2:00 pm ET Executives Al West – Chairman and Chief Executive Officer Dennis McGonigle – Chief Financial Officer Kathy Heilig – Controller Joe Ujobai Wayne Withrow [Ed Lockland] Steve Meyer Analysts Glenn Greene – Oppenheimer...
SEI Investment Company Q1 2009 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Our first question comes from Jeff Hopson from Stifel Nicolaus. Your line is open. Jeff Hopson - Stifel Nicolaus Okay. Dennis can you describe the process I guess for liquidating the SIV exposure based upon market conditions today; how long would you think this might...
SEI Investments Company Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Great, thank you. Operator instructions And I’m showing a question from the line of Tom McCrohan with Janney Montgomery. Please go ahead. Tom McCrohan – Janney Montgomery Scott Hi, Dennis. Can you update us what the market value is today for the – or as of December...
SEI Investments Company Q3 2008 Conference Call Transcript
Question-and-Answer SessionOperator Operator Instructions. Our first question comes from the line of Murali Gopal with KBW. Please go ahead. Murali Gopal - KBW Okay. Just wanted to quickly ask you, the SIV security that was purchased and brought on to your books, why did you choose to do that...
- 1
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
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PhillyDeals: Deals aplenty for 'people with money to invest'
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