Lori White served as the Marketing Regulation Counsel for SEI Investments Company and its regulated subsidiaries based in the US (“SEI”) for over 20 years. Ms. White was responsible for legal and regulatory compliance oversight regarding SEI’s marketing and communications programs. In this role, ...more

Lori White served as the Marketing Regulation Counsel for SEI Investments Company and its regulated subsidiaries based in the US (“SEI”) for over 20 years. Ms. White was responsible for legal and regulatory compliance oversight regarding SEI’s marketing and communications programs. In this role, Ms. White reviewed advertising and sales literature, including those for the company’s US federally registered investment advisor and broker-dealer entities, providing primary review and assessment of materials requiring FINRA filings for the broker-dealer, as distributor for over 50 third party registered investment fund clients. Previous to joining SEI, she was a contract attorney at DuPont and began her career as an associate at Stuckert and Yates. She received a bachelor’s degree from Wheaton College (MA) and a juris doctorate degree from William and Mary Law School. Ms. White is a member of the Pennsylvania and Connecticut Bars and holds Series 6 and Series 26 FINRA licenses. She is also a member of the Advertising Committee of the Investment Company Institute.less