Alfred P. West, Jr.

Executive Chairman at SEI INVESTMENTS

Board

Since June 2022

Age

82 years

Tenure

Joined SEIC in 1968 as founder and served as CEO until June 2022 before transitioning to Executive Chairman.

Also at SEI INVESTMENTS

MAW

Mark A. Warner

Chief Accounting Officer (CAO)

MNP

Michael N. Peterson

General Counsel

PNM

Philip N. McCabe

Executive Vice President

About

Alfred P. West, Jr. has devoted his career to building and guiding SEI Investments Company, beginning from its inception in 1968 when he founded the firm and immediately took on the role of Chief Executive Officer. His leadership during the company's early years was marked by transformative growth and strategic vision that laid the groundwork for SEI's long-term success.

Over the decades, his commitment to innovative financial solutions and client-focused strategies has been a driving force in advancing the company’s stature in the financial services industry. His decision to transition from CEO to Executive Chairman in June 2022 underscored a strategic move to continue influencing the company’s direction while delegating day-to-day operations.

While detailed personal background and educational history are not available in the documents, his extensive tenure at SEI highlights a legacy of leadership, perseverance, and dedication to fostering a culture of growth and innovation. His influential role has not only shaped SEI’s operational ethos but also set significant benchmarks for leadership in the financial sector.

Past Roles

Organization	Role	Date Range	Details
SEI Investments Company (SEIC)	Chief Executive Officer (CEO)	1968 - June 2022	Served as CEO from the company’s inception until June 2022
SEI Investments Company (SEIC)	President	June 1979 - August 1990	Held the position of President during this period

Fixed Compensation

Data from FY 2023

Component Name	Amount	Payment Schedule	Additional Details
Salary	$750,000	Annual	Fixed annual salary
Option Awards	$389,000	Granted on December 15, 2023	25,000 options at $62.00 per share; valued using the Black-Scholes model
Stock Awards (RSUs)	$248,000	Granted on December 15, 2023; vestes after 3 years	4,000 RSUs; not tied to performance targets
All Other Compensation	$23,599	Annual	Includes CAP contributions, supplemental life insurance and group medical premiums

Performance Compensation

Data from FY 2023

Performance Compensation Details

Component	Value	Evaluation Period	Additional Details
Annual Non-Equity Incentive Award	Target: $1,100,000<br>Awarded: $990,000	Earned during 2023; paid in the following fiscal year	Based on contributions such as mentoring the CEO and collaborating on strategic corporate goals. No specific vesting conditions or grant date concepts as this is a cash-based award.

The performance compensation award was determined through an independent review by the Compensation Committee, with no additional thresholds, weights, or maximum caps disclosed.