Issue link: https://read.uberflip.com/i/1494883
© 2022 SEI 1 Ryan Merritt Client Service Director - Client Portfolio Management Team, Institutional Group (610) 676-1916 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Ryan Merritt 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 Ryan Merritt is available on the SEC's website at www.adviserinfo.sec.gov. Education Background and Business Experience: Year of Birth: 1986 Professional designations held: NA Formal education after high school: Ryan Merritt earned a Bachelor of Arts in Finance from Michigan State University. Business Background: Mr. Merritt works in the Oaks office. Ryan Merritt serves as a Client Service Director for SEI's Institutional Group where he is responsible for the administration of all service-related functions with our healthcare, pension, defined contribution, Taft Hartley and foundation/endowment clients. Prior to joining SEI, Ryan was an Assistant Vice President with BNP Paribas Financial Services as well as a trading associate with Aurora Investment Management LLC. 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 Ryan Merritt. 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. Ryan Merritt 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. Additional information about Ryan Merritt is available on the SEC's website at www.adviserinfo.sec.gov. June 30, 2022 Institutional Group.