INS Flipbooks

Purchase SEI Appendix E - Form ADV

Issue link: https://read.uberflip.com/i/1494883

Contents of this Issue

Navigation

Page 183 of 278

© 2022 SEI 1 Justin Day Director - Advisory Team, Institutional Group (610) 676-2282 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Justin Day 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. Education Background and Business Experience: Year of Birth: 1985 Professional designations held: NA Formal education after high school: Justin Day earned a Bachelor of Sciences in Mathematics and Bachelor of Sciences in Economics from St. Joseph's University. Business Background: Mr. Day works in the Oaks office. Justin Day serves as Director for the Institutional Advisory team where he is responsible for providing investment advice and analysis to SEI's corporate defined benefit, nonprofit, endowment and foundation clients. Prior to his employment at SEI, he was employed by Towers Watson Investment Services where he served as an Investment Consulting Analyst. Prior to Towers Watson, he worked as a Repurchase Agreement Trader at Susquehanna International Group. 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 Justin Day. 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. Justin Day 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. Alfred Pierce, Director of The Advisory Team, supervises the Institutional Group's Advisory Team. Mr. Pierce monitors the advice provided to clients through regular internal meetings with team members. The telephone number for Mr. Pierce is (610) 676-1541. June 30, 2022 Institutional Group.

Articles in this issue

Links on this page

view archives of INS Flipbooks - Purchase SEI Appendix E - Form ADV