Robert Morrow
Comptroller/Controller/Auditor presso SEI INVESTMENTS COMPANY
Provenienza dei contatti di primo grado di Robert Morrow
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
| Public Company | Investment Managers | 61 | |
Delaware Wilshire Private Markets Fund
 Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.
17
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 |
Grafico delle società connesse in secondo grado
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Società connesse a Robert Morrow tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Bishop Street Funds | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Institutional Investments Trust | Director/Board Member Compliance Officer | ||
| SEI Institutional Managed Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Tax Exempt Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Asset Allocation Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Daily Income Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Schroder Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member | |
| SEI Institutional International Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| New Covenant Funds | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Insurance Products Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal General Counsel | |
| City National Rochdale Funds | Investment Trusts/Mutual Funds | Director/Board Member Chairman Treasurer Treasurer | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member President Corporate Secretary Director of Finance/CFO | |
| Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member | |
| Winton Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| Winton Diversified Opportunities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| Delaware Wilshire Private Markets Tender Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| The Advisors' Inner Circle Fund III | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member | |
| O'Connor EQUUS | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer | ||
| Chiron Capital Allocation Fund Ltd. | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Founder President Chief Executive Officer Chief Investment Officer | |
| St. Joseph's University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Director/Board Member Graduate Degree Graduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Morgan, Lewis & Bockius LLP
 Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
City National Rochdale Select Strategies Fund
 City National Rochdale Select Strategies Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Select Strategies Fund functions as a closed-end investment fund or Investment trust. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Treasurer | |
| LaSalle University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
SEI Investments Distribution Co.
 SEI Investments Distribution Co. Financial ConglomeratesFinance Part of SEI Investments Co., SEI Investments Distribution Co. provides fund management services. The company is based in Oaks, PA and was founded in 1981. | Financial Conglomerates | Chairman Director/Board Member Chief Executive Officer | |
SEI Institutional Transfer Agent, Inc.
 SEI Institutional Transfer Agent, Inc. Miscellaneous Commercial ServicesCommercial Services SEI Institutional Transfer Agent, Inc. engages in regulation of agricultural marketing and commodities. The company is headquartered in Oaks, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
Greater Philadelphia Alliance for Capital & Technologies
 Greater Philadelphia Alliance for Capital & Technologies Miscellaneous Commercial ServicesCommercial Services Greater Philadelphia Alliance for Capital & Technologies provides business acceleration and support services. The company is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal | ||
SEI Private Trust Co.
 SEI Private Trust Co. Savings BanksFinance Part of SEI Investments Co., SEI Private Trust Co. operates as a federally chartered savings bank. The company is based in Oaks, PA. | Savings Banks | Director/Board Member Director/Board Member | |
| City National Rochdale High Yield Alternative Strategies Maste | Director/Board Member Director/Board Member | ||
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
SEI Investments Global Fund Services Ltd.
 SEI Investments Global Fund Services Ltd. Investment Banks/BrokersFinance Part of SEI Investments Co., SEI Investments Global Fund Services Ltd. is a company based in Dublin, Ireland. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| The Advisors' Inner Circle Fund | Director/Board Member Compliance Officer | ||
The KP Funds
 The KP Funds Investment Trusts/Mutual FundsMiscellaneous The KP Funds is an open-end management investment company that offers shares of diversified portfolios. The company was founded on March 25, 2013 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| The Advisors' Inner Circle Fund II | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Adviser Managed Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Alpha Strategy Portfolios LP | Director/Board Member Compliance Officer | ||
SEI Catholic Values Trust
 SEI Catholic Values Trust Investment Trusts/Mutual FundsMiscellaneous SEI Catholic Values Trust operates as an open-end management investment company. The company provides shares of diversified portfolios. It also offers class A and class Y shares to the shareholders. SEI Catholic Values Trust is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Opportunity Fund LP | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Drexel University | College/University | Undergraduate Degree Undergraduate Degree | |
| FS KKR CAPITAL CORP. | Investment Managers | Director/Board Member Compliance Officer | |
FS Credit Income Fund
 FS Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous FS Credit Income Fund is a non-diversified, closed-end management investment company. The Funds investment objective is to provide attractive total returns, which will include current income and capital appreciation. The company was founded on October 27, 2016 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| FS KKR CAPITAL CORP. II | Investment Managers | Director/Board Member Compliance Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Regno Unito | 2 |
| Isole Cayman | 2 |
| Singapore | 2 |
| Hong Kong | 2 |
Settori
| Miscellaneous | 24 |
| Finance | 9 |
| Commercial Services | 7 |
| Consumer Services | 6 |
Posizioni
| Director/Board Member | 167 |
| Corporate Officer/Principal | 106 |
| Compliance Officer | 43 |
| Undergraduate Degree | 37 |
| Independent Dir/Board Member | 32 |
Contatti più connessi
| Insiders | |
|---|---|
| William Doran | 36 |
| Jay Nadel | 27 |
| Russell Emery | 26 |
| Jon Hunt | 19 |
| James Volk | 18 |
| Nichelle Maynard-Elliott | 18 |
| Randall S. Yanker | 18 |
| Thomas Lemke | 16 |
| Jonathan Brassington | 15 |
| Joseph Paul Ujobai | 14 |
| Stephanie Miller | 11 |
| Steve Meyer | 11 |
| Al West | 11 |
| Matt Potter | 9 |
| Thomas Smith | 9 |
- Borsa valori
- Insiders
- Robert Morrow
- Connessioni Società
