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Dakota Live! Call

Group 29829

Dakota Live! Call 277

February 20, 2026

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11:00 a.m. EST Call 2:00 p.m. EST Call
Group 29845

277

On Dakota Live! 277

Ryan Hicke, Chief Executive Officer, SEI Investments Company

Cover all institutional accounts in the New York City Metro Area

Receive a detailed breakdown of Envestnet

Philadelphia-AdobeStock_182152454

Key Account Highlights Envestnet

Philadelphia, PA

Envestnet is a turnkey asset management (“TAMP”) program with approximately $5.4 trillion in platform assets. Headquartered in Berwyn, PA,  Envestnet provides a technology and open architecture platform for advisors including portfolio management, reporting, client portal, trading, and CRM software for advisors. Envestnet claims over 107,000 advisors, over 5,000 enterprise clients which includes 16 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, and more than 3,100 independent RIA firms, which collectively manage more than $2 trillion in assets.

Allocator Interview Highlights

Ryan Hicke
CEO of SEI Investments

Ryan Hicke is Chief Executive Officer for SEI. SEI Investments Company is a publicly traded financial services firm delivering technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change, and help protect assets—for growth today and in the future. In his role, Ryan is responsible for the global business strategy and execution for the company across three pillars of expertise: investments, operations, and technology. He also serves on SEI’s Board of Directors. Prior to being named CEO, Ryan was Chief Information Officer overseeing the 4-information technology strategy and investment operations for the company. Ryan also previously served as head of the Technology Unit, as well as a Managing Director in the U.K. wealth management business. Ryan holds a degree in Finance from Saint Joseph’s University in Philadelphia.

Prior to this, he was a portfolio manager at Ritchie Capital Management, responsible for a generalist corporate relative value and distressed portfolio and spent time performing equity research on the transportation/logistics and specialty retail sectors at William Blair & Company.

Mr. Morehead also held roles at Bank of America, where he was responsible for the risk management of the bank's interest rate derivatives desk, and First Trust Advisors, where he advised community banks on their investment portfolios.

Dave graduated summa cum laude from Wheaton College and earned his MBA in finance and entrepreneurship with honors from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst (CFA) designation.

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11:00 a.m. EST Call 2:00 p.m. EST Call

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