OAKS, PA--(Marketwire - Mar 11, 2013) - SEI (
SEI added one senior-level position to its Institutional Business Development Team. Joseph Mulford serves as Managing Director for the foundation and endowment market and is responsible for fostering new business relationships, overseeing new client transition management and promoting SEI's OCIO solution to nonprofit organizations. With more than 20 years of experience in the investment management industry, Joe most recently worked for Russell Investments, where he oversaw new business development and relationship management for the company's nonprofit institutional clients. Prior to that position, he served six years as Managing Director, Client Sales and Service for Commonfund.
"SEI saw incredible new business growth in our OCIO business last year in all markets, and we continue to see strong interest in investment outsourcing by nonprofit organizations," said Paul Klauder, Vice President and Managing Director of Business Development, SEI's Institutional Group. "Joe brings extensive experience in working with foundations and endowments to identify their top investment goals and challenges and creating the best custom solutions to fit their needs."
SEI added two senior-level positions to its Institutional Relationship Management Team:
- Glenn Harris serves as Senior Relationship Manager and oversees investment strategy development and implementation for SEI's defined benefit, defined contribution, healthcare and nonprofit clients. In his new role, Glenn delivers ongoing strategic advice, manages complex relationships, provides timely reporting and analysis to clients' senior management and committees, and works with clients on investment policy and portfolio development. Glenn also comes to SEI from Russell Investments, where he spent more than 13 years in a relationship management capacity and was responsible for leading clients in the defined benefit, defined contribution and nonprofit market segments. Prior to Russell, he was a relationship manager for J.P. Morgan's defined contribution clients.
- Daniel McFadden serves as Senior Relationship Manager and oversees investment strategy development and implementation for SEI's defined benefit, defined contribution, healthcare and nonprofit clients. Dan brings more than 20 years of investment experience to his role and expertise in working with institutional investors of all sizes and markets, with a special focus on investment policy and portfolio development for corporate, public and Taft-Hartley pension plans and nonprofit foundations. Prior to joining SEI, Dan spent eight years as the Senior Managing Director of Global Client Service for Turner Investments, where he oversaw client service efforts for the entire firm. Prior to that role, he was Senior Vice President of Client Service for Brandywine Global Investments, where he was responsible for the relationship management of institutional clients across all markets. Dan is a Certified Public Accountant.
"As our 20-year outsourcing business continues to grow, SEI is committed to adding the necessary expert resources to support our clients in managing their investments," said Roger Messina, Vice President and Managing Director of Relationship Management, SEI's Institutional Group. "SEI provides investment outsourcing solutions to more institutional investors than any provider in the world and we are fortunate to add experienced professionals like Glenn and Dan to our client service team."
In December 2012, SEI was named one of Pensions & Investments' "Best Places to Work in Money Management," ranking fourth among companies with more than 1,000 employees.
*As of December 31, 2012
About SEI's Institutional Group
SEI's Institutional Group is one of the first and largest global providers of outsourced fiduciary management investment services. The company began offering these services in 1992 and today acts as a fiduciary manager to more than 450 retirement, nonprofit and healthcare clients in seven different countries. Through a flexible model designed to help our clients achieve financial goals, we provide asset allocation advice and modeling, investment management, risk monitoring and stress testing, active liability-focused investing and integrated goals-based reporting. For more information, visit http://www.seic.com/institutions/.
- Investment & Company Information
- investment management