Casey Gillespie
About Casey Gillespie
Casey Gillespie is an Institutional Sustainability Specialist at SEI in Oaks, Pennsylvania, with a background in financial analysis and economics.
Company
Casey Gillespie is currently employed at SEI in Oaks, Pennsylvania, United States. SEI is a global provider of investment processing, investment management, and investment operations solutions. The company offers a broad spectrum of services to institutional investors, private banks, and financial advisors.
Title
Casey Gillespie holds the position of Institutional Sustainability Specialist at SEI. In this role, Casey is responsible for coordinating the training and education of sales and client service teams regarding sustainability offerings. Additionally, Casey serves as the initial point of contact for all institutional sustainability-related questions and deliverables, covering various market segments including defined benefit, nonprofit, union, healthcare, and defined contribution.
Previous Roles at SEI
Before becoming an Institutional Sustainability Specialist at SEI, Casey Gillespie held several positions within the company. From 2017 to 2022, Casey worked as a Senior Financial Analyst. Prior to that, from 2015 to 2022, Casey served as an Asset/Liability and Investment Analyst: Institutional Advice. In addition, Casey had a role as a Summer Analyst in 2014.
Education and Expertise
Casey Gillespie studied at Wake Forest University, where Casey earned a Bachelor of Science degree in Economics and Political Science from 2011 to 2015. During the academic tenure, Casey also worked as an Economics Department Tutor and served as the Chief Student Film and Edit Administrator for the Men's Football Team. Prior to university education, Casey attended LaSalle College High School from 2007 to 2011.
Responsibilities in Sustainability
As an Institutional Sustainability Specialist at SEI, Casey Gillespie plays a key role in collaborating with SEI's Investment Management Unit on development goals for sustainability solutions. Casey is involved in creating sustainability-related client and prospect presentations, RFP language, social media posts, and client-specific reporting and attribution deliverables. This role significantly influences SEI's sustainability initiatives and strategy execution.