SEI Investments Company Announces Leadership Transition, Enhancing Future Growth and Innovation

Leadership Transition at SEI Investments Marks New Chapter for Financial Technology Company

SEI Investments Company announces a pivotal leadership transition with the resignation of its founder, Alfred P. West, Jr., from his roles as director and board chair, effective January 1, 2026. West, who established SEI in 1968 and led it as CEO for an impressive 54 years, will assume the honorary title of Chairman Emeritus. His departure from these key roles marks a significant change for the company, which has grown from a modest financial technology startup to a global entity managing approximately $1.8 trillion in assets and generating over $2.1 billion in annual revenues. Under West's guidance, SEI has evolved, advancing the integration of technology within the financial sector, a transformation that has left a lasting impact on the industry.

The Board of Directors has appointed Carl A. Guarino, an independent director, as the new Chairman. Guarino's extensive leadership experience in the financial services sector positions him well to steer SEI into a new era. CEO Ryan Hicke commends West's visionary leadership, acknowledging his collaborative approach and the cultural values that have shaped SEI into a leader in its field. Hicke expresses eagerness to work with Guarino, aiming to continue the company’s trajectory of transformation and innovation. This leadership change not only honors West's legacy but also signals a commitment to adapt and thrive in a rapidly evolving financial services landscape.

As West transitions to a mentorship role, he remains a valuable advisor to SEI, ensuring continuity in the company’s strategic vision. The Board and employees express gratitude for West’s lifelong dedication, recognizing the foundation he has built as they prepare for future growth. This leadership shift underscores SEI's ambition to further enhance its service offerings and operational efficiency, positioning the company to capitalize on emerging opportunities in global wealth management markets.

In conjunction with this leadership announcement, SEI also declares a semi-annual dividend increase to $0.52 per share from the previous $0.49, payable to shareholders on January 12, 2026. This decision reflects SEI’s commitment to delivering shareholder value while supporting its mission to help clients navigate the complexities of financial management. The dividend increase is a testament to SEI’s robust financial health and ongoing success in the competitive financial services arena.

SEI continues to focus on innovation and operational efficiency, underscoring its role as a prominent provider of financial technology, operations, and asset management services. With a strong foundation and a clear vision for the future, SEI is well-positioned to assist its clients in achieving their financial objectives while enhancing their service capabilities.