Need to Meet: Jim Cass, SVP and managing director, SEI


Jim Cass, SEI, private equity
JIm Cass, senior vice president and managing director, SEI. Photo courtesy of the firm.
  • Heads bizdev, client services for alternative managers
  • Firm offers outsourced middle-, back-office functions
  • Dashboard gives LPs detailed look at returns, expenses
The biggest problem SEI tries to solve for its alternatives clients is complexity, says Jim Cass, senior vice president and managing director of the company’s investment manager services division. Cass joined the Oaks, Pennsylvania, provider of wealth-management and business process services as a portfolio analyst in ...

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