Kathryn McCarthy
Director/Board Member at SEI INVESTMENTS COMPANY
Net worth: 5 M $ as of 2024-04-29
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Ryan Hicke | M | 46 | 26 years | |
| Al West | M | 81 | 56 years | |
| Elizabeth P. Munson | F | 67 |
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. | 23 years |
| William Doran | M | 83 | 50 years | |
| Carmen Romeo | M | 80 | 45 years | |
| Sanjay Sharma | M | - | - | |
| Carl Guarino | M | 66 | 10 years | |
| Jonathan Brassington | M | 49 | 2 years | |
| Mark H. Samuels | M | 75 | 32 years | |
| Michael Peterson | M | 57 | 6 years | |
| George Tsandikos | M | - |
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. | - |
| Lindsey Opsahl | F | - | - | |
| Andrew Metzger | M | 44 | 24 years | |
| Seth Morrison | M | - | 5 years | |
| Susan Ramonat | F | - | - | |
| Lisa Penn | F | - | - | |
| Caryn Lucia | F | - | - | |
| Robert Morrow | M | 56 | 17 years | |
| Mark DeSpirito | M | - | - | |
| Scott Muench | M | - | - | |
| Alexander F. Smith | M | 47 | 4 years | |
| Ted Wozniak | M | - | 6 years | |
| Matthew M. Maher | M | 49 | 6 years | |
| Eric C. Griffith | M | 55 | 5 years | |
| Michael Beattie | M | 59 | 20 years | |
| Leslie A. Wojcik | F | - | - | |
| Sandra Ewing | F | - | - | |
| Phil McCabe | M | - | - | |
| Paul F. Klauder | M | 56 | 31 years | |
| James Smigiel | M | - | - | |
| Stephanie Miller | F | 55 | 1 years | |
| Matt Potter | M | - | - | |
| Loraine B. Tsavaris | F | - |
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. | - |
| Stephen Michael Beinhacker | M | - | - | |
| Mark Warner | M | 56 | 34 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Kevin Barr | M | 58 | 23 years | |
| Sarah Blumenstein | F | 77 | 22 years | |
| Kathy C. Heilig | F | 65 | 36 years | |
| Henry H. Porter | M | 89 | 30 years | |
| James Volk | M | 61 | 18 years | |
| C Thomas | M | - |
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 years |
| Wayne Withrow | M | 68 | 34 years | |
| Jerry Lezynski | M | - | 29 years | |
| Stephen Connors | M | 40 | 7 years | |
| Michel di Grégorio | M | - | 9 years | |
| Richard Carlson | M | - |
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. | 22 years |
| Paul Swanson | M | - | - | |
| Michael Patrick Lawson | M | 63 | - | |
| Neil Craig | M | - |
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. | 4 years |
| Eric Kleinschmidt | M | 56 | 21 years | |
| James Bernstein | M | 62 | - | |
| Michelle W Vaughn | F | - | 7 years | |
| John Bourgeois | M | 51 | - | |
| Leslie Gillin Bohner | F | - | 3 years | |
| Alex Kerschen | M | - | 5 years | |
| Paul Nevin | M | - | - | |
| Simon Betteley | M | - | - | |
| Tom McCorkell | M | - | - | |
| Katherine Lynas | F | - | - | |
| Sean Barber | M | - | 2 years | |
| Eric Boyer | M | - | 2 years | |
| Monte Mitchell | M | - | 1 years | |
| William L. Asmundson | M | 86 |
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. | 17 years |
| David McLaughlin | M | - | 19 years | |
| Robert F. Crudup | M | 76 | 31 years | |
| Ed Loughlin | M | 73 | 37 years | |
| Dennis McGonigle | M | 63 | 39 years | |
| Jeff Davis | M | - |
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. | 4 years |
| Jeff Klauder | M | 71 | 14 years | |
| Howard Ross | M | 71 | - | |
| Thomas Smith | M | 96 | 4 years | |
| James Scott McDonald | M | 70 |
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. | 8 years |
| Wendell W. Robinson | M | 83 |
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. | - |
| Sean Simko | M | - | 3 years | |
| Albert Chiaradonna | M | - | - | |
| Louie Sobong | M | - |
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. | 18 years |
| Steve Meyer | M | 59 | 29 years | |
| Christopher Vella | M | - | 6 years | |
| Mary Ellen Smith | F | - |
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. | 2 years |
| Chris Davis | M | - | 6 years | |
| Robin Sheldon | M | - | 3 years | |
| David M. Campbell | M | 62 | 17 years | |
| John Harold Leven | M | - | 16 years | |
| Joseph Paul Ujobai | M | 63 | 20 years | |
| Marco DiMemmo | M | - | 6 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 85 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Kathryn McCarthy
- Personal Network
