Issue link: https://read.uberflip.com/i/1494883
© 2022 SEI 1 Marissa DiPalo Actuarial Analyst, Institutional Group (610) 676-2846 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Marissa DiPalo 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: 1998 Professional designations held: NA Formal education after high school: Marissa DiPalo earned her Bachelor of Science degree with honors in Mathematical Economics and a Minor in Statistics from Bucknell University Business Background: Ms. DiPalo works in the Oaks office. Marissa started her role at SEI in the Investment Management Unit (IMU) on the manager research team as an associate within the U.S. equity space. Prior to joining SEI in 2020, Marissa held multiple internships in the financial industry through research opportunities at Bucknell University and as a data forecasting analyst at Turner Construction Company. 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 Marissa DiPalo. 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. Marissa DiPalo 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.