Jonathan A. Brassington Headshot

Jonathan A. Brassington

Partner, NewSpring Capital

Jonathan Brassington leads Capgemini’s Digital Customer Experience (DCX) business in North America, focusing on DCX transformation for Global 1000 clients. Jonathan was elected to our Board of Directors in 2022 as an independent director. He is also a member of the Board’s committees for Audit, Compensation, and Nominating and Governance.

Jonathan has deep expertise in the use of digital technologies to transform the wealth management sector gained from his experience providing strategic advisory and technology transformation services to many asset and wealth management firms, including five of the seven largest global asset managers. He has also advised venture and private equity firms on new and existing fintech investments, giving him insight into the opportunities and challenges faced by SEI’s investment and wealth management business.

From March 2018 until December 2019, he led Capgemini Invent in North America, the management consulting division of Capgemini, Inc. Prior to Capgemini, Mr. Brassington was the CEO, Partner, and Co-founder of LiquidHub, a digital transformation company focused on re-imagining customer engagement. Jonathan is a member of the Board of Overseers at the University of Pennsylvania’s School of Engineering and Applied Science. He also serves on the board and Executive Committee of Philadelphia Alliance for Capital and Technology and on the Board of Trustees at Misericordia University.

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William M. Doran

Consultant, Retired Partner, Morgan Lewis & Bockius LLP

Bill Doran is a consultant and a retired partner in the law firm of Morgan, Lewis & Bockius LLP, which provides legal services to SEI, our subsidiaries, and our mutual funds.

As a partner from 1976 to 2003, Bill served as SEI’s outside legal counsel. He has served on our Board of Directors since 1985, and brings extensive legal expertise and experience with SEI and its subsidiaries. He is chair of the Legal and Regulatory Oversight Committee.

Bill serves as a director on the boards for multiple subsidiaries of SEI, including SEI Investments Distribution Co., SEI Investments (Asia) Limited, SEI Investments (Europe) Ltd., SEI Global Nominee Ltd., SEI Investments Global Fund Services Limited, SEI Investments Global, Limited, and SEI Alpha Strategy Portfolios, L.P.

In addition, he serves as a trustee for the SEI Tax Exempt Trust, SEI Daily Income Trust, SEI Institutional Managed Trust, SEI Institutional International Trust, SEI Asset Allocation Trust, SEI Institutional Investments Trust, SEI Catholic Values Trust, New Covenant Funds, Adviser Managed Trust, The Advisors’ Inner Circle Fund III, Gallery Trust, Schroder Series Trust, and Schroder Global Series Trust. These are investment companies for which our subsidiaries may act as advisor, administrator, and/or distributor.

Carl A. Guarino Headshot

Carl A. Guarino

Former Chief Executive Officer, WizeHive, Inc

Carl Guarino is CEO of WizeHive, Inc., a Software-as-a-Service company that provides a platform for managing grants, scholarships, fellowships and other application-based processes.

Carl has served on our Board of Directors since 2014. He is an independent director, chair of the Board’s Compensation Committee, chair of the Nominating and Governance Committee, and a member of the Audit Committee. Carl brings to the Board his familiarity with SEI combined with his extensive knowledge and experience in information technology innovation and outsourcing.

From 2006 to 2014, he was CEO of Procurian Inc., a provider of procurement outsourcing services to Fortune 1000 firms. Prior to 2006, Carl was Executive Vice President and head of SEI’s Investment Advisors segment.

Ryan P. Hicke Headshot

Ryan P. Hicke

Chief Executive Officer, SEI

Ryan Hicke is Chief Executive Officer for SEI, responsible for the global business strategy and execution for the company across our three pillars of expertise: technology, operations, and asset management. He also serves on our Board of Directors.

Ryan’s 25-year career at SEI includes 11 years in asset management and 13 years in technology across various parts of our business, with his tenure evenly split between U.S. and global experience. Prior to being named CEO, Ryan was Chief Information Officer overseeing the information technology strategy and investment operations for the company. Ryan also previously served as head of our Technology Unit, as well as a Managing Director in our U.K. wealth management business.

Ryan holds a degree in finance from Saint Joseph’s University.

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Kathryn M. McCarthy

Independent Consultant and Financial Advisor

Kathryn McCarthy is an independent consultant and financial advisor to families and family offices globally. She has served on our Board of Directors since 1998.

She is the Board’s Lead Independent Director, and a member of the Audit, Compensation, and Nominating and Governance Committees. With extensive wealth management experience, Kathryn provides insights into many of the markets served by SEI.

Kathryn is also a director and a member of the Audit Committee for the Rockefeller Trust Company, NA and serves on several family office boards, as well as investment committees and private trust company boards. Other experience includes roles as a Managing Director at Rockefeller & Co., Inc. from 2000 to 2003; President of Marujupu, LLC, a New York-based family office, from 1996 to 1999; and Senior Financial Counselor and portfolio manager with Rockefeller & Co., Inc., a family office and investment manager, from 1992 to 1996.

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Tom Naratil

Operating Partner, Lightyear Capital

Tom Naratil is an Operating Partner to Lightyear Capital, a private equity firm investing in the nexus of financial services and technology, healthcare, and business services.

He is also a Finance Senior Fellow at the United States Military Academy, where he works with the Finance and Economics faculty to train future officers through scholarship, research, and discipline, focusing on teaching, coaching, and mentoring soldiers on personal finance.

Prior to joining Lightyear Capital, Tom’s 39-year career at UBS included serving as the Co-President of Global Wealth Management and President of Wealth Management Americas—businesses that managed more than $2.8 trillion in invested assets for clients. He also served as a member of UBS’ Group Executive Board, Group Chief Financial Officer, Group Chief Operating Officer, founding Chairman of UBS Americas Holding LLC and UBS Bank USA, and Chairman of UBS Financial Services Inc.

Tom serves as a member of the Board of Directors of KKR Private Equity Conglomerate, LLC (K-PEC). He is also a member of the Board of Directors of three Lightyear portfolio companies: Allworth Financial, Prime Pensions, and Wren Sterling.

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Karin Risi

Independent Director, HarbourVest Partners

Karin Risi is a global asset and wealth management executive with 30 years of experience leading revenue-generating businesses and key strategic enterprise functions.

A widely recognized leader in the financial services industry, Karin spent a majority of her career at Vanguard, where she most recently oversaw enterprise strategy, global investment product development, marketing, and communications. As a member of Vanguard’s executive team, Risi also led the firm’s $2.5 trillion Personal Investor and Wealth Management businesses and was responsible for the design and launch of Vanguard’s hybrid advisory platform.

Since May 2025, Karin has served as an Independent Director for HarbourVest Partners, a global private markets asset manager. She also holds roles in several nonprofit organizations, serving as Trustee for Episcopal Academy and Business Advisor for Unite for HER.

Carmen V. Romeo Headshot

Carmen V. Romeo

Private Investor

Carmen Romeo has served on our Board of Directors since 1979.

He is an independent director and serves as the chair of the Board’s Audit Committee. He is also a member of the Board’s committees for Nominating and Governance, and Legal and Regulatory Oversight.

Carmen was an Executive Vice President at SEI from 1985 to 1996 and served as our Chief Financial Officer from 1979 to 1996. He retired from SEI in 2004. Prior to joining SEI, Carmen was a certified public accountant with Arthur Andersen & Co. With extensive leadership and financial management experience at SEI, Carmen is intimately familiar with our company, culture, and businesses.

Alfred P. West, Jr. Headshot

Alfred P. West, Jr.

Executive Chairman

Alfred P. West, Jr. is Executive Chairman of SEI. Al founded SEI in 1968 and led our company as CEO for more than 50 years.

He has provided the strategic vision, industry expertise, and unwavering commitment to our values, guiding SEI’s growth and success from a fintech start-up to a global provider of technology and investment solutions that connect the financial services industry.

Al also serves as Chairman of the Washington-based American Business Conference; a member of the Georgia Tech Foundation; and Chairman of the Board of WestBridge, a private nonprofit organization supporting the recovery of those with co-occurring mental illness and substance use disorders.