Issue link: https://read.uberflip.com/i/1494883
© 2022 SEI 1 Doug Barbagallo Director of Institutional Client Onboarding - Client Portfolio Management team, Institutional Group (610) 676-1390 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Doug Barbagallo that supplements the SEI Investments Management Corporation ("SIMC") brochure. You should have received a copy of that Brochure. Please contact 1-800-DIAL-SEI if you did not receive SIMC's Brochure or if you have any questions about the contents of this supplement. Additional information about Doug Barbagallo is available on the SEC's website at www.adviserinfo.sec.gov. Education Background and Business Experience: Year of Birth: 1968 Professional designations held: NA Formal education after high school: Doug Barbagallo earned a Bachelor of Science in Finance, Long Island University. Business Background: Mr. Barbagallo works in the Oaks office. Mr. Barbagallo manages the onboarding process and facilitates new service or funding events for SEI's North American institutional asset management clients. He brings extensive knowledge of the product, operational and servicing aspects of SEI's retirement, healthcare, and nonprofit solution offerings. In his preceding role, Mr. Barbagallo was the Director of Defined Contribution Solutions for the Institutional Group. He began his career at SEI in 2000. While at SEI, Mr. Barbagallo has led development of new institutional solutions in the U.S., UK and the Netherlands. Prior to joining SEI, he held key positions in the retirement education and product groups of CIGNA Retirement Services, Fidelity Investments and Mellon Bank. Disciplinary Information: SIMC is required to disclose any material facts regarding any legal or disciplinary events that would materially impact a client's evaluation of Doug Barbagallo. No events have occurred that are applicable to this item. Other Business Activities: SIMC is required to disclose any outside business activity or occupation for compensation that could potentially create a conflict of interest with clients. Doug Barbagallo is not actively engaged in any such activities. Additional Compensation: Members of the Institutional Group receive a salary and regular incentive compensation (which may include stock options), they may also receive event compensation based on SIMC's receipt of new assets through client referrals. Supervision: The Institutional Group's Client Portfolio Management Team and Advisory Team work collaboratively to develop investment strategies for their clients. Roger Messina, Vice President and Managing Director of the Institutional Group, supervises the Institutional Group Client Portfolio Managers. Mr. Messina supervises the advice provided to clients through internal meetings with team members, accompanying team members on client visits, and annual client surveys. The telephone number for Mr. Messina is (610) 676-2101. June 30, 2022 Institutional Group.