Kathryn McCarthy
Director/Board Member at SEI INVESTMENTS COMPANY
Net worth: 5 M $ as of 2024-03-30
Profile
Kathryn M.
McCarthy is currently the Lead Independent Director at SEI Investments Co. and a Director at Rockefeller Trust Co., N.A.
She previously worked as a Senior Financial Counselor & Portfolio Manager at Rockefeller & Co., Inc. from 2000-2003 and from 1992-1996.
She was also the President of Marujupu LLC from 1996-1999.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
SEI INVESTMENTS COMPANY
0.06% | 2023-12-14 | 73,466 ( 0.06% ) | 5 M $ | 2024-03-30 |
Kathryn McCarthy active positions
| Companies | Position | Start |
|---|---|---|
| SEI INVESTMENTS COMPANY | Director/Board Member | 1998-09-30 |
Rockefeller Trust Co., N.A.
 Rockefeller Trust Co., N.A. Regional BanksFinance Rockefeller Trust Co. provides financial services. It offers trust and fiduciary services. The company is headquartered in New York, NY. | Director/Board Member | - |
Former positions of Kathryn McCarthy
| Companies | Position | End |
|---|---|---|
Rockefeller & Co., Inc.
 Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Corporate Officer/Principal | 2000-05-31 |
| Marujupu LLC | President | 1999-05-31 |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Corporate Officer/Principal | 1996-09-30 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| SEI INVESTMENTS COMPANY | Finance |
| Private companies | 3 |
|---|---|
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
Rockefeller Trust Co., N.A.
Rockefeller Trust Co., N.A. Regional BanksFinance Rockefeller Trust Co. provides financial services. It offers trust and fiduciary services. The company is headquartered in New York, NY. | Finance |
| Marujupu LLC |
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