Kathryn McCarthy
Director/Board Member at SEI INVESTMENTS COMPANY
Net worth: 5 M $ as of 2024-03-30
Network origin in Kathryn McCarthy first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Investment Managers | 73 | |
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.
9
| Extinct | Investment Managers | 9 |
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.
3
| Subsidiary | Regional Banks | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kathryn McCarthy via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Thomas Jefferson University | College/University | Corporate Officer/Principal | |
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 | Treasurer Treasurer | |
Chevy Chase Trust Co.
 Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. CCTC primarily provides investment management services to high net-worth individuals, but also offers personal trust services, wealth family services, financial planning services, institutional custody services, and for qualifying entities, participation in collective investment funds. | Investment Managers | Analyst-Equity | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
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 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. | Investment Trusts/Mutual Funds | Chairman President Corporate Secretary Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
| University of Pennsylvania | College/University | Director/Board Member Undergraduate Degree Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
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 Head-Fixed Income Invts Chief Executive Officer Chief Investment Officer | |
| St. Joseph's University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Chairman President Corporate Secretary Director of Finance/CFO | |
| LaSalle University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| FS KKR CAPITAL CORP. II | Investment Managers | Director/Board Member Director of Finance/CFO Compliance Officer | |
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 | |
FS Investment Corp. III
 FS Investment Corp. III Investment ManagersFinance FS Investment Corp. III, non-traded business development company, invests in public and private middle-market companies located in the United States with revenues of USD 50 million - 2.5 billion and positive cash flows. The focuses on broad range of sectors and industries. It provides financing in the form of senior secured loans, second lien secured loans, subordinated loans and warrants. It also acquires minority interests in the form of common or preferred equity in companies, either in conjunction with one of the debt investments or through a co-investment with a financial sponsor. | Investment Managers | Director/Board Member Director of Finance/CFO Compliance Officer | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
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 | |
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. | Financial Conglomerates | Chairman Director/Board Member Chief Executive Officer | |
LLR Management, LP.
 LLR Management, LP. Investment ManagersFinance LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania. | Investment Managers | Founder Compliance Officer | |
| University of Virginia | College/University | Graduate Degree Undergraduate Degree | |
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 | |
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 | |
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 | Undergraduate Degree Graduate Degree | |
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 | Treasurer Treasurer | |
| CFA Society of Philadelphia | 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 private company based in Dublin, Ireland. | Investment Banks/Brokers | Director/Board Member 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 Director of Finance/CFO | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Director/Board Member Director/Board Member | |
| New York University | College/University | Graduate Degree Graduate Degree | |
| Drexel University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| 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 | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree | |
FS Investment Corp. IV
 FS Investment Corp. IV Investment ManagersFinance FS Investment Corp. IV invests in middle-market companies located in the United States with revenues of USD 50 - 2500 million. The fund targets companies operating in the fields food, beverage & tobacco, technology hardware & equipment, energy, consumer services, media, commercial & professional services, materials and software & services. The firm provides financing in the form of senior secured loans, second lien secured loans and subordinated loans, common or preferred equity investments and equity-related securities such as rights & warrants. It acquires minority stakes in conjunction with the debt investments or through a co-investment with a financial sponsor. | Investment Managers | Director/Board Member Compliance Officer | |
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Investment Managers | Analyst-Equity | |
| The Pennsylvania State University | College/University | Masters Business Admin | |
| Slippery Rock University | College/University | Undergraduate Degree |
Statistics
International
| United States | 44 |
| United Kingdom | 3 |
| Ireland | 2 |
| Hong Kong | 2 |
| Canada | 2 |
Sectoral
| Consumer Services | 17 |
| Finance | 16 |
| Miscellaneous | 9 |
| Commercial Services | 9 |
Operational
| Director/Board Member | 145 |
| Corporate Officer/Principal | 120 |
| Undergraduate Degree | 54 |
| Chief Executive Officer | 22 |
| Chairman | 20 |
Most connected contacts
| Insiders | |
|---|---|
| William Doran | 36 |
| Howard Ross | 21 |
| James Volk | 18 |
| Elizabeth P. Munson | 17 |
| C Thomas | 17 |
| Jonathan Brassington | 15 |
| Joseph Paul Ujobai | 14 |
| Al West | 11 |
| Steve Meyer | 11 |
| Stephanie Miller | 11 |
| Jeff Davis | 10 |
| James Scott McDonald | 10 |
| Thomas Smith | 9 |
| Matt Potter | 9 |
| Mary Ellen Smith | 9 |
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