INS Flipbooks

Purchase SEI Appendix E - Form ADV

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

Contents of this Issue

Navigation

Page 274 of 278

© 2022 SEI 1 Debra Weinstein Client Service Director - Client Portfolio Management Team, Institutional Group (610) 676-2907 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Debra Weinstein 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 Debra Weinstein is available on the SEC's website at www.adviserinfo.sec.gov. Education Background and Business Experience: Year of Birth: 1974 Professional designations held: NA Formal education after high school: Debra Weinstein earned a Bachelor of Science in Finance from Pennsylvania State University. Business Background: Ms. Weinstein works in the Oaks office. Debra Weinstein serves as a Client Service Director for SEI's Institutional Group where she is responsible for the administration of all service-related functions with our healthcare, pension, defined contribution, Taft Hartley and foundation/endowment clients. In this role, she provides critical assistance to SEI's institutional clients through support and continued program development.. She also supports clients as the primary "day to day" contact in executing solutions and strategic client initiatives. Prior to joining SEI in 2008, Debra Weinstein worked as a Relationship Manager with Wachovia Bank servicing the SEI 401(k) partnership. She was also a Relationship Manager with Delaware Investments where she was critical in the establishment of the advisor service model. 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 Debra Weinstein. 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. Debra Weinstein 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.

Articles in this issue

Links on this page

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