William Doran
Director/Board Member at SEI INVESTMENTS COMPANY
Net worth: 60 M $ as of 2024-03-30
Profile
William M.
Doran currently holds the positions of Chairman-Trustees Board at Delaware Wilshire Private Markets Fund and Chairman at Delaware Wilshire.
Private Markets Master Fund.
He also serves as Secretary & Director at SEI Investments Co. and Director at SEI Investments Distribution Co. Additionally, he holds director positions at SEI Investments Global Fund Services Ltd., SEI Investments (Asia) Ltd., SEI Global Nominee Ltd., SEI Investments - Unit Trust Management (UK) Ltd., Delaware Wilshire.
Private Markets Tender Fund, and serves as a Trustee for SEI Institutional Investments Trust, SEI Institutional Managed Trust, SEI Tax Exempt Trust, SEI Asset Allocation Trust, SEI Daily Income Trust, Schroder Series Trust, SEI Institutional International Trust, New Covenant Funds, SEI Insurance Products Trust, Schroder Global Series Trust, Adviser Managed Trust, The Advisors' Inner Circle Fund III, SEI Catholic Values Trust, SEI Investments Global Funds Services, and The Gallery Trust (United Kingdom).
In the past, Mr. Doran held the position of Director at SEI Alpha Strategy Portfolios LP from 2007 to 2013.
He also served as a Director at SEI Opportunity Fund LP in 2010.
Furthermore, he held director positions at SEI Investments Global Ltd.
and served as a Trustee for Bishop Street Funds, SEI Liquid Asset Trust, The Advisors' Inner Circle Fund II, The KP Funds, O'Connor EQUUS, Winton Series Trust, Winton Diversified Opportunities Fund, and The Advisors' Inner Circle Fund.
Prior to these roles, he was a Partner at Morgan, Lewis & Bockius LLP from 1976 to 2003.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
SEI INVESTMENTS COMPANY
0.64% | 2023-12-26 | 838,532 ( 0.64% ) | 60 M $ | 2024-03-30 |
William Doran active positions
| Companies | Position | Start |
|---|---|---|
| SEI INVESTMENTS COMPANY | Director/Board Member | 1985-02-28 |
| Adviser Managed Trust | Director/Board Member | - |
| New Covenant Funds | Director/Board Member | - |
| Schroder Series Trust | Director/Board Member | - |
| Schroder Global Series Trust | Director/Board Member | - |
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. | Chairman | 2019-12-31 |
| Delaware Wilshire Private Markets Tender Fund | Director/Board Member | - |
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. | Chairman | 2019-12-31 |
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. | Director/Board Member | - |
| ░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░ | ░░░░░░░ ░░░░░░░ | - |
Former positions of William Doran
| Companies | Position | End |
|---|---|---|
| ░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░ ░░░░░░ ░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░░░░░░░ ░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
| ░░░ ░░░░░░ ░░░░░ ░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
| ░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
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 | 35 |
|---|---|
| Bishop Street Funds | Miscellaneous |
| SEI Institutional Investments Trust | |
| SEI Institutional Managed Trust | Miscellaneous |
| SEI Liquid Asset Trust | Finance |
| SEI Tax Exempt Trust | Miscellaneous |
| SEI Asset Allocation Trust | Miscellaneous |
| SEI Daily Income Trust | Miscellaneous |
| Schroder Series Trust | Miscellaneous |
| SEI Institutional International Trust | Miscellaneous |
| New Covenant Funds | Miscellaneous |
| SEI Insurance Products Trust | Miscellaneous |
| The Advisors' Inner Circle Fund II | Miscellaneous |
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. | Finance |
| Schroder Global Series Trust | Miscellaneous |
| SEI Alpha Strategy Portfolios LP | |
| SEI Opportunity Fund LP | Miscellaneous |
| Adviser Managed Trust | Miscellaneous |
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. | Miscellaneous |
| The Advisors' Inner Circle Fund III | Miscellaneous |
| O'Connor EQUUS | |
| Winton Series Trust | Miscellaneous |
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. | Miscellaneous |
| Winton Diversified Opportunities Fund | Miscellaneous |
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. | Commercial Services |
SEI Investments Global Ltd.
 SEI Investments Global Ltd. Investment ManagersFinance SEI Investments Global Ltd. operates as an investment management firm. It offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. The company is headquartered in Dublin, Ireland | Finance |
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. | Finance |
| SEI Investments (Asia) Ltd. | |
| SEI Global Nominee Ltd. | |
| The Advisors' Inner Circle Fund | |
| SEI Investments Global Funds Services | |
| SEI Investments - Unit Trust Management (UK) Ltd. | |
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. | Consumer Services |
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. | Miscellaneous |
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. | Miscellaneous |
| Delaware Wilshire Private Markets Tender Fund | Miscellaneous |
- Stock Market
- Insiders
- William Doran
