Kathryn  McCarthy net worth and biography

Kathryn McCarthy Biography and Net Worth

Director of SEI Investments

Kathryn is an independent consultant and financial advisor to families and family offices globally. She has served on our Board of Directors since 1998. She is the Board’s Lead Independent Director, and a member of the Audit, Compensation, and Nominating and Governance Committees. With extensive wealth management experience, Kathryn provides insights into many of the markets served by SEI.

Kathryn is also a director and a member of the Audit Committee for the Rockefeller Trust Company, NA and serves on several family office boards, as well as investment committees and private trust company boards.  Other experience includes roles as a Managing Director at Rockefeller & Co., Inc. from 2000 to 2003; President of Marujupu, LLC, a New York-based family office, from 1996 to 1999; and Senior Financial Counselor and portfolio manager with Rockefeller & Co., Inc., a family office and investment manager, from 1992 to 1996.

What is Kathryn McCarthy's net worth?

The estimated net worth of Kathryn McCarthy is at least $4.82 million as of September 8th, 2023. Ms. McCarthy owns 72,466 shares of SEI Investments stock worth more than $4,824,062 as of April 28th. This net worth approximation does not reflect any other investments that Ms. McCarthy may own. Learn More about Kathryn McCarthy's net worth.

How do I contact Kathryn McCarthy?

The corporate mailing address for Ms. McCarthy and other SEI Investments executives is 1 FREEDOM VALLEY DRIVE, OAKS PA, 19456. SEI Investments can also be reached via phone at (610) 676-1000 and via email at [email protected]. Learn More on Kathryn McCarthy's contact information.

Has Kathryn McCarthy been buying or selling shares of SEI Investments?

Kathryn McCarthy has not been actively trading shares of SEI Investments during the past quarter. Most recently, Kathryn Mccarthy sold 10,000 shares of the business's stock in a transaction on Friday, September 8th. The shares were sold at an average price of $60.58, for a transaction totalling $605,800.00. Following the completion of the sale, the director now directly owns 72,466 shares of the company's stock, valued at $4,389,990.28. Learn More on Kathryn McCarthy's trading history.

Who are SEI Investments' active insiders?

SEI Investments' insider roster includes Kevin Barr (EVP), William Doran (Director), Kathy Heilig (Treasurer), Ryan Hicke (EVP), Kathryn McCarthy (Director), Dennis McGonigle (EVP), Stephen Meyer (EVP), Michael Peterson (EVP), Sanjay Sharma (EVP), Alfred West, Jr. (Major Shareholder), and Wayne Withrow (EVP). Learn More on SEI Investments' active insiders.

Are insiders buying or selling shares of SEI Investments?

During the last year, SEI Investments insiders bought shares 1 times. They purchased a total of 1,240,000 shares worth more than $12,400,000.00. During the last year, insiders at the asset manager sold shares 18 times. They sold a total of 474,274 shares worth more than $30,552,539.49. The most recent insider tranaction occured on March, 28th when Chairman Alfred P West Jr sold 19,363 shares worth more than $1,396,846.82. Insiders at SEI Investments own 15.5% of the company. Learn More about insider trades at SEI Investments.

Information on this page was last updated on 3/28/2024.

Kathryn McCarthy Insider Trading History at SEI Investments

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/8/2023Sell10,000$60.58$605,800.0072,466View SEC Filing Icon  
12/21/2022Sell10,000$59.25$592,500.0071,700View SEC Filing Icon  
11/4/2019Sell9,500$61.49$584,155.0080,700View SEC Filing Icon  
7/26/2019Sell9,500$60.90$578,550.0075,200View SEC Filing Icon  
9/19/2017Sell10,000$58.69$586,900.0080,200View SEC Filing Icon  
3/31/2017Sell2,500$50.44$126,100.0072,700View SEC Filing Icon  
7/29/2014Sell8,000$35.91$287,280.00View SEC Filing Icon  
5/20/2013Sell8,000$30.47$243,760.00View SEC Filing Icon  
See Full Table

Kathryn McCarthy Buying and Selling Activity at SEI Investments

This chart shows Kathryn Mccarthy's buying and selling at SEI Investments by year and by quarter.

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SEI Investments Company Overview

SEI Investments logo
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
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Today's Range

Now: $66.57
Low: $66.34
High: $67.26

50 Day Range

MA: $68.58
Low: $65.87
High: $72.02

2 Week Range

Now: $66.57
Low: $52.19
High: $72.54

Volume

500,828 shs

Average Volume

507,490 shs

Market Capitalization

$8.76 billion

P/E Ratio

18.19

Dividend Yield

1.38%

Beta

1.02