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For institutional Investor use only. Not for public distribution. The information contained herein is confidential and proprietary to SEI and is not to be reproduced or made available in any form to any persons without the express prior written consent of SEI. 2 ©2022 SEI Dale K. Campbell is a Senior Client Portfolio Manager who is passionate about creating success for clients through the delivery of SEI's OCIO platform. Using goals based investing, Dale designs a holistic implementation plan using unique, well diversified strategic asset allocations that consider his client's objectives, risk tolerances and liquidity needs, which ultimately form the foundation of facilitating positive, long-term results. Dale is consistently recognized by his clients as providing superior, high-touch communication related to the delivery of the OCIO solution. As a partner to endowments and foundations, healthcare systems and corporate organizations, Dale acts in a fiduciary capacity with sophisticated institutional clients and their Investment Committees to analyze numerous types of asset accounts such as: balance sheet assets, endowed accounts, long-term and short-term portfolios, donor-advised funds, defined benefit and 401k plans. He articulates a strategy in which client objectives influence investment policy, and navigates for clients the complex environment of applying investment theory to their portfolios. Dale directly coordinates with over 100 people from SEI's team of investment professionals; he leverages the dedicated generalists and product experts in order to provide portfolio construction options based on deep, long-term analysis. Dale has been with SEI for more than 15 years. In previous roles within the Institutional Group, he was responsible for providing investment and administrative support to clients in executing their strategic initiatives. He began his tenure at SEI as a Financial Accounting and Reporting Analyst in SEI's Corporate Accounting Group. Bachelor of Science in Business Management, Bucknell University Master of Business Administration, Villanova University Licensed Registered Representative, FINRA Series 7 and 63 (SEI Investments Distribution Company, member FINRA) Year started with SEI: 2006 Year started in investment industry: 2006 Dale K. Campbell Dale K. Campbell Senior Client Portfolio Manager