Ryan Mcmorris Email & Phone Number

My name is Ryan McMorris, and I am an Investment Manager Services (IMS) Associate at SEI Investments, on our Traditional Solutions team. I graduated from Penn State University in May of 2023 with a Major in Finance and a Minor in Entrepreneurship & Innovation, and started working for SEI in July of 2023. I am pursuing my Chartered Financial Analyst (CFA) designation outside of work. I passed the CFA Level 1 exam in August 2024, and am currently a CFA Level 2 candidate for May 2025.In my time with SEI, I have gained great experience with the back and middle office dealings that support our IMS business. With a focus on Traditional Solutions, my team provides solutions to our Mutual Fund, ETF, and CIT clients. I have collaborated with developers, account/relationship managers, fund accountants, team members, and clients, and have gained extensive knowledge of what goes on behind the scenes to support investment companies and their products. I have had the opportunity of maintaining and enhancing SEI technologies that support our traditional investment offerings/solutions within IMS; and, have established secure protocols for providing vital data with regulatory implications to clients, custodians, and transfer agencies.