SEI Investments
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Oaks-Based SEI Partners With IBM to Expand AI Across Its Operations
Artificial intelligence is quickly reshaping how businesses operate, and a Montgomery County financial services company is investing in the technology…
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Ursinus Students Share What They Learned During Experiential Learning Week
If Ursinus College’s first Experiential Learning Week proved anything, it’s that real-world exposure hits differently when you’re the one in…
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Oaks’ SEI Investments Announces Leadership Change as Founder Steps Back
A major leadership transition is on the horizon for Oaks-based SEI Investments, the company announced in a press release. SEI…
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Oaks’ SEI Investments Names Dave Langdale Chief Revenue Officer of U.S. Private Banking
Oaks’ SEI Investments has tapped executive Dave Langdale as the next Chief Revenue Officer for its U.S. Private Banking division,…
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Former Vanguard Executive Joins Oak-Based SEI Investments Board
Karin Risi, a former top Vanguard Group executive, has joined the board of directors of Oaks-based SEI Investments seven months…
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Oaks’ SEI Investments Sells Family Office Services Business for $120M, Rebrands as Archway
Oak’s SEI Investments has agreed to sell its family office services business to New York-based investment firm Aquiline Capital Partners,…
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SEI Investments Acquires LifeYield as Part of Broader Startup Strategy
Oaks-based SEI Investments furthered their reach into fintech by acquiring the Boston-based tax management tech company LifeYield, reports Jeff Blumenthal…
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Michael Lane Ushers in Bold Approach to Innovation at SEI in Oaks
Oaks’ SEI Investments tapped into outside talent when it appointed Michael Lane as executive vice president and head of asset…
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SEI Investments Continues Upward with CEO Ryan Hicke
SEI Investments is embracing change under CEO Ryan Hicke’s leadership, reports Jeff Blumenthal for Philadelphia Business Journal. The Oaks-based fintech…
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SEI Executive Sneha Shah Sees Bright Future for Philadelphia’s Startup Scene
Sneha Shah, head of new business ventures for SEI Investments, believes there is a bright future for Philadelphia’s startup scene,…
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Sneha Shah of SEI Investments in Oaks Leading Effort to Invest in Tech Startups
SEI Investments Co.’s Sneha Shah is getting involved in the Philadelphia tech scene and hopes to invest in startups, writes…
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Oaks-based SEI Investments Invests $10M in a New York Fintech Company
SEI Investments, based in Oaks, has invested $10 million in a New York company as a strategy to personalize client…
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Bryn Mawr Trust’s Andrew Davis Connects the Macroeconomic Dots to Provide His Outlook for 2024
As the Head of Macroeconomic Research at Bryn Mawr Trust, Andrew Davis takes pride in being responsible for the company’s…
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Over 20 Montgomery County Companies Made Top 100 Largest Philadelphia Area Public Companies List
Montgomery County represented well in the latest ranking of the largest Philadelphia Area Public Companies. Todd Romero researched the companies…
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Oaks-Based SEI Investments Signs Sponsorship Deal with the Phillies
Oaks-based SEI Investments has inked a multiyear sponsorship deal with the Philadelphia Phillies in hopes of attracting new clients and…
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Oaks-based SEI Offers Senior Employees Voluntary Buyouts to Enhance Talent Attraction, Drive Future Growth
As part of its broader program to enhance talent attraction and drive future growth, Oaks-based SEI has launched an enhanced…
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Some of the Largest Montgomery County Employers Are Bringing Workers Back to Office, Here is How They Do It
After two years of predominant work from home due to the pandemic, many of the region’s largest employers have begun…
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Oaks-Based SEI Investments Finds New Leader to Succeed the Only CEO the Company Has Ever Had
Oaks-based SEI Investments has found its next chief executive officer in Ryan Hicke, Executive Vice President and Chief Information Officer,…
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