Kathy Oldfield is fully accountable for the services and resources provided through SEI. She works directly on an investment strategy that meets organizational goals.
Kathy began her career within SEI’s investment team, where she led the effort to launch SEI’s first series of multi-manager fixed income strategies. She later joined the Institutional Group as a Senior Relationship Manager managing 50 clients and helping to establish the predecessor group to today’s client portfolio management team. She was instrumental in the formation of the nonprofit service model for our OCIO clients.
Kathy previously worked at Deutsche/DWS Asset Management as a Senior Consultant Relationship Manager with where she was responsible for establishing and cultivating relationships with, and providing solutions to, investment consultants and institutional clients.
Bachelor of Science in Finance and Marketing, Drexel University Master in Business and Administration, Drexel University Licensed Registered Representative, FINRA Series 7, 63 and 24 (SEI Investments Distribution Company, member FINRA