People: SEI Investments Co (SEIC.O)
SEIC.O on Nasdaq
30.38USD
24 May 2013
30.38USD
24 May 2013
Price Change (% chg)
$-0.09 (-0.30%)
$-0.09 (-0.30%)
Prev Close
$30.47
$30.47
Open
$30.32
$30.32
Day's High
$30.45
$30.45
Day's Low
$30.09
$30.09
Volume
522,835
522,835
Avg. Vol
728,183
728,183
52-wk High
$30.79
$30.79
52-wk Low
$17.03
$17.03
Summary
| Name | Age | Since | Current Position |
|---|---|---|---|
Alfred West |
70 | 1990 | Chairman of the Board, Chief Executive Officer |
Dennis McGonigle |
52 | 2002 | Chief Financial Officer |
N. Jeffrey Klauder |
60 | 2004 | Executive Vice President, General Counsel |
Kevin Barr |
47 | 2008 | Executive Vice President |
Robert Crudup |
61 | 2012 | Executive Vice President |
Edward Loughlin |
60 | 1993 | Executive Vice President |
Stephen Meyer |
48 | 2006 | Executive Vice President |
Joseph Ujobai |
51 | 2003 | Executive Vice President |
Wayne Withrow |
57 | 2002 | Executive Vice President |
Kathy Heilig |
54 | 2005 | Chief Accounting Officer, Controller |
Kathryn McCarthy |
63 | 1998 | Lead Independent Director |
Sarah Blumenstein |
65 | 2001 | Independent Director |
William Doran |
71 | 2003 | Independent Director |
Richard Lieb |
64 | 2002 | Independent Director |
Carmen Romeo |
68 | 2004 | Independent Director |
Biographies
| Name | Description |
|---|---|
Alfred West |
Mr. Alfred P. West, Jr., is Chairman of the Board, Chief Executive Officer of SEI Investments Company. He has been the Chairman of the Board of Directors and Chief Executive Officer of the Company since its inception in 1968. Mr. West was President from June 1979 to August 1990. |
Dennis McGonigle |
Mr. Dennis J. McGonigle is Chief Financial Officer of SEI Investments Company. He has been an employee of the Company since August 1985. Mr. McGonigle has been the Chief Financial Officer since December 2002 and an Executive Vice President since July 1996 and a Senior Vice President since May 1995. |
N. Jeffrey Klauder |
Mr. N. Jeffrey Klauder is Executive Vice President, General Counsel of SEI Investments Company since August 2004. Prior to August 2004, Mr. Klauder was a partner of Morgan Lewis & Bockius, LLP, a law firm. |
Kevin Barr |
Mr. Kevin P. Barr is Executive Vice President of SEI Investments Company since May 2008. He has been an employee of the Company since May 2000. |
Robert Crudup |
Mr. Robert F. Crudup has been an Executive Vice President of SEI Investments Company since January 2001. He has been an employee of SEI Investments Company since 1987. |
Edward Loughlin |
Mr. Edward D. Loughlin is Executive Vice President of SEI Investments Company. He has been an employee of the Company since September 1979. and a Senior Vice President since January 1988. |
Stephen Meyer |
Mr. Stephen G. Meyer is Executive Vice President of SEI Investments Company. He has been an employee of the Company since November 1992. Mr. Meyer has been an Executive Vice President since December 2006 and a Senior Vice President since December 2005. |
Joseph Ujobai |
Mr. Joseph P. Ujobai is Executive Vice President of SEI Investments Company. He has been an employee of the Company since May 1998. Mr. Ujobai has been an Executive Vice President since May 2003 and a Senior Vice President since January 2001. |
Wayne Withrow |
Mr. Wayne M. Withrow is Executive Vice President of SEI Investments Company. He has been an employee of the Company since January 1990. Mr. Withrow has been an Executive Vice President since March 2000 and a Senior Vice President since January 1994. Mr. Withrow was Chief Information Officer from March 2000 to May 2002. |
Kathy Heilig |
Ms. Kathy C. Heilig is Chief Accounting Officer, Controller of SEI Investments Company since May 1999. She has been an employee of the Company since November 1987. Ms. Heilig was Treasurer from May 1997 to May 2005. |
Kathryn McCarthy |
Ms. Kathryn M. McCarthy is Lead Independent Director of SEI Investments Company. She has been a director since October 1998. She is also an independent consultant and financial advisor. Ms. McCarthy is a director and a member of the Audit Committee of the Rockefeller Trust Company, NA and a member of the Trust and Audit Committee of the Rockefeller Trust Companies (New York). From February 2000 to May 2003, Ms. McCarthy was a Managing Director at Rockefeller & Co., Inc. Ms. McCarthy was the President of Marujupu, LLC from November 1996 to June 1999. She was a consultant to Marujupu, LLC on investment and transfer matters from June 1999 to June 2000. From June 1992 to October 1996, Ms. McCarthy was a Senior Financial Counselor and portfolio manager with Rockefeller & Co., Inc., a office and investment manager. |
Sarah Blumenstein |
Ms. Sarah W. Blumenstein is Independent Director of SEI Investments Company. She has been a director since May 2001. From 1996 to 2002, Ms. Blumenstein was a public member of the Liaison Committee on Medical Education, which accredits all medical schools in the United States and Canada. From 1994 to 2003, Ms. Blumenstein served as a court-appointed Special Advocate for the Juvenile Court of Cook County. From 2000 to 2006, Ms. Blumenstein was a member of the board of directors, Fiscal Affairs Committee, and Investment Plan Subcommittee of Lake Forest Hospital. She also served on the board of Children’s Memorial Institute for Education and Research and on the Women’s Boards of Children’s Memorial Medical Center and Lake Forest College for fifteen years. |
William Doran |
Mr. William M. Doran is Independent Director of SEI Investments Company. Mr. Doran has been the Secretary of the Company for more than the past five years. 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 legal services to SEI, subsidiaries and mutual funds. Mr. Doran is a trustee of SEI Liquid Asset Trust, SEI Tax Exempt Trust, SEI Daily Income Trust, SEI Institutional Managed Trust, SEI Institutional International Trust, SEI Asset Allocation Trust, SEI Institutional Investments Trust, The Advisors’ Inner Circle Fund, The Advisors’ Inner Circle Fund II, and Bishop Street Funds, each of which is an investment company for which subsidiaries may act as advisor, administrator and/or distributor. Mr. Doran is also a director of SEI Investments Distribution Co., SEI Investments (Asia) Limited, SEI Investments (Europe) Ltd., SEI Global Nominee Ltd., SEI Investments Global Fund Services Limited, SEI Asset Korea, Co. Ltd., SEI Investments Global, Limited and SEI Alpha Strategy Portfolios, L.P. |
Richard Lieb |
Mr. Richard B. Lieb is Independent Director of SEI Investments Company. He has been a director since 1994 . From October 2002 to December 2003, Mr. Lieb served as the President and Chief Executive Officer of The Dewey Companies, a residential real estate development firm. During 2002, Mr. Lieb was a Senior Fellow at the SEI Center for Advanced Studies in Management at the Wharton School of the University of Pennsylvania. Mr. Lieb was Executive Vice President from 1990 until September 2002. Mr. Lieb served as President of Investment Systems and Services Unit from 1994 until 2001 and was President and Chief Executive Officer of Insurance Asset Services Division from March 1989 until October 1990. From 1976-1982 and 1986-1989, Mr. Lieb served in various executive positions with SEI. |
Carmen Romeo |
Mr. Carmen V. Romeo is Independent Director of SEI Investments Company. He has been a director since June 1979. From December 1985 to December 2004, Mr. Romeo served as an Executive Vice President of the Company. Mr. Romeo was Treasurer and Chief Financial Officer from June 1979 until September 1996. Mr. Romeo officially retired from the Company effective December 31, 2004. Mr. Romeo was a certified public accountant with Arthur Andersen & Co. prior to 1979. |
Basic Compensation
| Name | Fiscal Year Total |
|---|---|
Alfred West |
1,264,210 |
Dennis McGonigle |
938,092 |
N. Jeffrey Klauder |
1,028,570 |
Kevin Barr |
-- |
Robert Crudup |
1,142,640 |
Edward Loughlin |
991,914 |
Stephen Meyer |
1,149,660 |
Joseph Ujobai |
2,571,140 |
Wayne Withrow |
1,121,610 |
Kathy Heilig |
-- |
Kathryn McCarthy |
-- |
Sarah Blumenstein |
-- |
William Doran |
-- |
Richard Lieb |
763,840 |
Carmen Romeo |
506,000 |
As Of 30 Dec 2011
Options Compensation
| Name | Options | Value |
|---|---|---|
Alfred West |
0 | 0 |
Dennis McGonigle |
435,000 | 9,965,196 |
N. Jeffrey Klauder |
0 | 0 |
Kevin Barr |
0 | 0 |
Robert Crudup |
314,000 | 6,263,700 |
Edward Loughlin |
341,000 | 7,419,670 |
Stephen Meyer |
48,000 | 408,361 |
Joseph Ujobai |
257,500 | 1,683,933 |
Wayne Withrow |
385,000 | 6,964,000 |
Kathy Heilig |
0 | 0 |
Kathryn McCarthy |
0 | 0 |
Sarah Blumenstein |
0 | 0 |
William Doran |
0 | 0 |
Richard Lieb |
690,000 | 32,780,900 |
Carmen Romeo |
382,000 | 7,406,735 |
| Name | Shares Traded | Price |
|---|---|---|
MCCARTHY KATHRYN M |
8,000 | $14.78 |
MCCARTHY KATHRYN M |
8,000 | $30.47 |
KLAUDER N JEFFREY |
18,485 | $30.35 |
KLAUDER N JEFFREY |
18,485 | $15.01 |
KLAUDER N JEFFREY |
1,515 | $15.01 |
KLAUDER N JEFFREY |
1,515 | $30.35 |
KLAUDER N JEFFREY |
20,000 | $29.34 |
KLAUDER N JEFFREY |
20,000 | $15.01 |
MEYER STEPHEN G |
20,000 | $28.79 |
MEYER STEPHEN G |
20,000 | $14.78 |
MEYER STEPHEN G |
19,500 | $28.75 |
KLAUDER N JEFFREY |
8,474 | $28.77 |
MEYER STEPHEN G |
19,500 | $14.78 |
KLAUDER N JEFFREY |
20,000 | $15.01 |
KLAUDER N JEFFREY |
11,526 | $28.75 |
MEYER STEPHEN G |
500 | $28.72 |
MEYER STEPHEN G |
500 | $14.78 |
WEST ALFRED P JR |
75,000 | $28.45 |
KLAUDER N JEFFREY |
40,000 | $15.01 |
KLAUDER N JEFFREY |
27,316 | $28.85 |
HEILIG KATHYANN |
40,000 | $14.78 |
HEILIG KATHYANN |
40,000 | $28.18 |
WEST ALFRED P JR |
124,013 | $0.00 |
KLAUDER N JEFFREY |
30,000 | $23.03 |
KLAUDER N JEFFREY |
30,000 | $15.01 |

