Dale K. Campbell
- Role
- Senior Client Portfolio Manager, Institutional Group at SEI
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Dale K. Campbell
Directly accountable for $5.1 billion in client assets, Dale is a Senior Client Portfolio…
Experience
Senior Client Portfolio Manager, Institutional Group
Oct 2016 — Present
Full accountability for delivering SEI’s Outsourced Chief Investment Officer solution to Healthcare, Endowment, Foundation and Defined Benefit clients. Responsible for managing institutional clients through discovery processes on goals, risk profiles and liquidity needs. Act as a strategic partner to clients regarding all facets of the relationship. Lead clients through asset allocation process and provide asset class recommendations and investment opportunities. Develop and execute delivery of a customized institutional account plan. Manage team delivery of SEI investment solution to institutional clients. Direct management of institutional relationships totaling over $4.4B in AUM.
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