William Doran
Director/Board Member bei SEI INVESTMENTS COMPANY
Vermögen: 60 Mio $ am 31.03.2024
Ursprung des Netzwerks ersten Grades von William Doran
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
| Public Company | Investment Managers | 93 | |
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.
79
| Private Company | Miscellaneous Commercial Services | 79 |
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.
55
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 55 |
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 |
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.
10
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 10 |
SEI Asset Allocation Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
SEI Tax Exempt Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
New Covenant Funds
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
SEI Institutional International Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
SEI Daily Income Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
SEI Institutional Investments Trust
8
| Umbrella Fund | 8 | |
SEI Insurance Products Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
The Gallery Trust (United Kingdom)
 The Gallery Trust (United Kingdom) Other Consumer ServicesConsumer Services The Gallery Trust is a British UK-based company founded in 2012, with Kay Willett as the CEO. Iffley Academy is located in central Oxford. The non-profit company operates 7 special schools in its Trust, including Iffley Academy, Bardwell School, Orion Academy, Northern House Academy, Springfield School, Mabel Prichard School, and Bloxham Grove Academy. The company is currently in the pre-opening phase of development for Bloxham Grove Academy. The Trust also runs a satellite provision of Orion Academy, The Grove. The company's main focus is on providing education services to students with special needs.
8
| Non-Profit Organization | Other Consumer Services | 8 |
Adviser Managed Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
SEI Institutional Managed Trust
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
SEI Alpha Strategy Portfolios LP
7
| Umbrella Fund | 7 | |
Schroder Series Trust
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
Schroder Global Series Trust
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
The Advisors' Inner Circle Fund III
6
| Umbrella Fund | Investment Trusts/Mutual Funds | 6 |
SEI Investments Global Funds Services
3
| Subsidiary | 3 | |
SEI Investments Distribution Co.
 SEI Investments Distribution Co. Financial ConglomeratesFinance Part of SEI Investments Co., SEI Investments Distribution Co. provides fund management services. The private company is based in Oaks, PA and was founded in 1981.
3
| Subsidiary | Financial Conglomerates | 3 |
Delaware Wilshire Private Markets Tender Fund
2
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 2 |
SEI Investments - Unit Trust Management (UK) Ltd.
1
| Subsidiary | 1 | |
SEI Global Nominee Ltd.
1
| Subsidiary | 1 | |
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 private company based in Dublin, Ireland.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von William Doran
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Bishop Street Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Head-Equity Investments Head-Equity Investments | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Director/Board Member Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Trading-Fixed Income Trading-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal Head-Equity Investments Analyst-Fixed Income Director of Research - Equity Portfolio Manager-Fixed Income Analyst-Equity | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Treasurer Corporate Officer/Principal Corporate Officer/Principal | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Compliance Officer | |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
| City National Rochdale Funds | Investment Trusts/Mutual Funds | Director/Board Member Chairman Treasurer | |
| INVESCO PLC (CAN) | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| The Advisors' Inner Circle Fund II | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
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 | |
SEI Structured Credit Fund LP
 SEI Structured Credit Fund LP Investment Trusts/Mutual FundsMiscellaneous SEI Structured Credit Fund LP is a closed-end, non-diversified, management investment company. The Fund’s objective is to generate high total returns. The company was founded on June 26, 2007 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | President Director/Board Member Director/Board Member Compliance Officer Director/Board Member Director/Board Member | |
| SEI Opportunity Fund LP | Investment Trusts/Mutual Funds | President Director/Board Member Compliance Officer Director/Board Member | |
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 | General Counsel Director/Board Member | |
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 Chairman Director/Board Member Compliance Officer | |
| O'Connor EQUUS | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer | ||
| Winton Series Trust | Investment Trusts/Mutual Funds | 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 Compliance Officer | |
| Brown University | College/University | Graduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Director/Board Member Graduate Degree Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
Reed Smith LLP
 Reed Smith LLP Miscellaneous Commercial ServicesCommercial Services Reed Smith LLP provides legal services. It also provides appellate advocacy, business immigration, class-action defense, commercial litigation, corporate and securities, financial, insurance recovery, employment, real estate, restructuring, bankruptcy and tax controversy services. The company was founded in 1877 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Drexel University | College/University | Masters Business Admin Undergraduate Degree | |
Provident Mutual Life Insurance Co.
 Provident Mutual Life Insurance Co. Life/Health InsuranceFinance Part of Nationwide Mutual Insurance Co., Provident Mutual Life Insurance Co. is a private company that underwrites life insurance policies. The company is based in Berwyn, PA. Provident Mutual Life Insurance was acquired by Nationwide Financial Services, Inc., part of Nationwide Mutual Insurance Co. from January 02, 2009 on October 01, 2002 for $1,120 million. | Life/Health Insurance | Corporate Officer/Principal General Counsel | |
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 private company is based in Oaks, PA. | Savings Banks | Corporate Officer/Principal Director/Board Member | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| LaSalle University | College/University | Masters Business Admin Director/Board Member | |
Macquarie Management Holdings, Inc.
 Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Sales & Marketing Chief Administrative Officer | |
| St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Doctorate Degree Masters Business Admin | |
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 Corporate Officer/Principal | |
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 | |
SEI Funds, Inc.
 SEI Funds, Inc. Investment ManagersFinance Part of SEI Investments Co., SEI Funds, Inc. is a financial services company that delivers technology and investment solutions to connect the financial services industry. The company is based in Wilmington, DE and offers technology and asset management services for institutional investors including nonprofits, healthcare systems, retirement, pensions, Taft Hartley, and public systems. SEI shareholders can easily access investor relations reports, statements, and documentation, and learn about the company's stock history. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| The Advisors' Inner Circle Fund | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | ||
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 | |
City National Rochdale Strategic Credit Fund
 City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Treasurer | |
| Chiron Capital Allocation Fund Ltd. | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 49 |
| Hong Kong | 2 |
| Cayman Islands | 2 |
Sektoral
| Miscellaneous | 18 |
| Finance | 16 |
| Consumer Services | 11 |
| Commercial Services | 5 |
Operativ
| Director/Board Member | 252 |
| Corporate Officer/Principal | 182 |
| Undergraduate Degree | 44 |
| Independent Dir/Board Member | 42 |
| Compliance Officer | 31 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Hubert Harris | 30 |
| Robert A. Nesher | 28 |
| Jay Nadel | 27 |
| Mitchell Johnson | 27 |
| Russell Emery | 26 |
| James Williams | 20 |
| Jon Hunt | 19 |
| George J. Sullivan | 19 |
| Randall S. Yanker | 18 |
| Nichelle Maynard-Elliott | 18 |
| Roger Allen Early | 18 |
| Nina Lesavoy | 16 |
| Thomas Lemke | 16 |
| Jonathan Brassington | 15 |
| Daniel Geatens | 13 |
- Börse
- Insiders
- William Doran
- Unternehmensverbindungen
