Tim Gregory, Director of Portfolio Advisory Services at SEI

Tim Gregory

Director of Portfolio Advisory Services at SEI | Newtown Square, Pennsylvania, United States

Profile last verified June 2026
Financial Services Verified Profile Newtown Square, Pennsylvania, United States Penn State University
Verified

Work Email

***@seic.com

Last verified July 2026

Personal Email

***@gmail.com

Personal • High Confidence

Phone Number

570*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Tim Gregory Socials
Tim Gregory Work Experience

Director of Portfolio Advisory Services at SEI in March 2023 - Present

Business Development Director at SEI in May 2022 - February 2023

Enterprise Business Development Manager at SEI in January 2021 - April 2022

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Relationship Manager at SEI in December 2013 - December 2020

Senior Account Executive at SEI in December 2011 - December 2013

Internal Account Executive at SEI in May 2010 - December 2011

Financial Analyst at SEI in February 2008 - May 2010

Tim Gregory Education

Penn State University, Masters of science, January 2007 to January 2009

Penn State University, Bachelor's degree, January 2003 to January 2007

About Tim Gregory’s Current Company
SEI

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2026, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com. Additional disclosures: https://seic.com/social

Discover more about SEI
Tim Gregory’s Colleagues
Jeanette Turner

Jeanette Turner

United States

Start-up Founding Team | Advisor to Fintech, RegTech, and LegalTech | Passionate About Innovation and Efficiency

Managing Partner at FinTech Reg Review, LLC
(March 2020 – Present)

Bidhan Banerjee

Bidhan Banerjee

Hyderabad, Telangana, India

India & APAC HR Leader at SEI | Transforming Global Organizations |GCC Strategist | 20+ Years of Strategic HR Leadership

VP HR, India and APAC at SEI
(Feb 2026 – Present)

Annmarie Hendrick

Annmarie Hendrick

Dublin, County Dublin, Ireland

Senior Talent Acquisition & Recruitment Specialist

SEI Investments is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused org...

Lisa Mastrangelo

Lisa Mastrangelo

Greater Philadelphia

Recruitment Specialist at SEI

Recruitment Specialist at SEI
(Jun 2025 – Present)

Karin Risi

Karin Risi

Wayne, Pennsylvania, United States

Independent Director | Chief Strategy & Product Officer | Former Vanguard C-Suite Executive

Compensation Committee, Nominating & Governance Committee

Zoya Malik

Zoya Malik

Gurugram, Haryana, India

E commerce Website | Android Mobile App| iOS Mobile App| SEO |BlockChain| Served 200+ clients across the Globe | Business development manger at Webpetal Software

Business Development Manager at SEI
(Apr 2019 – Present)

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Frequently asked questions about Tim Gregory

What is Tim Gregory email address?

Email Tim Gregory at [email protected] and [email protected]. This email is the most updated Tim Gregory's email found in 2026.

How to contact Tim Gregory?

To contact Tim Gregory send an email at [email protected] or [email protected].

What company does Tim Gregory work for?

Tim Gregory works for SEI.

What is Tim Gregory's role at SEI?

Tim Gregory is Director of Portfolio Advisory Services

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