---
schema_version: "secwatch.filing_event.v1"
accession: "0000350894-23-000022"
form_type: "8-K"
ticker: "SEIC"
cik: "0000350894"
company_name: "SEI INVESTMENTS CO"
filed_at: "2023-04-06T23:59:59+00:00"
generated_at: "2026-06-17T05:27:38.873031+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# SEI Investments appoints Mark A. Warner as VP, Controller and Chief Accounting Officer

## Summary
- Mark A. Warner appointed as VP, Controller and Chief Accounting Officer effective March 31, 2023.
- He replaces Kathy C. Heilig, who is retiring effective July 3, 2023.
- Warner has been with SEI since May 1990, most recently as Director of Financial Accounting and Reporting.
- He reports directly to CFO Dennis J. McGonigle.

## SEC filing metadata
- accession: 0000350894-23-000022
- form_type: 8-K
- ticker: SEIC
- cik: 0000350894
- company_name: SEI INVESTMENTS CO
- filed_at: 2023-04-06T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/350894/000035089423000022/0000350894-23-000022-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/350894/000035089423000022/seic-20230331.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000350894-23-000022
- JSON: https://secwatch.observer/filing/0000350894-23-000022.json
- Plain text: https://secwatch.observer/filing/0000350894-23-000022.txt

## Key facts
- Executive change
  Kathy C. Heilig departed as Principal Accounting Officer at SEI INVESTMENTS CO.
  - Action: retiring
  - Role: Principal Accounting Officer
  source text: Ms. Heilig served as the Company’s Principal Accounting Officer, reporting to Mr. McGonigle, until March 31,2023, and has announced her retirement effective July 3, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/350894/000035089423000022/0000350894-23-000022-index.htm
- Executive change
  Mark A. Warner was appointed as Vice President, Controller and Chief Accounting Officer at SEI INVESTMENTS CO.
  - Action: appointed
  - Role: Vice President, Controller and Chief Accounting Officer
  source text: On Friday, March 31, 2023, the Company appointed Mark A. Warner, 55, to serve as a Vice President, and its Controller and Chief Accounting Officer
  evidence_url: https://www.sec.gov/Archives/edgar/data/350894/000035089423000022/0000350894-23-000022-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.