SEI

SEPTEMBER 17, 2022

There's a expense bucket around production, so running the system every day. So I guess one of the reasons why expenses are kind of elevated is you're running both Trust3000 and SWP. I think his and his team's focus has really been on exactly what you said is, rightsizing the expenses to the opportunity. You have an R&D bucket.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

JANUARY 27, 2025

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. And then as as companies grow and, and you’re only five people, you tend to start to wear a lot of hats. And to your point, it continues to grow at a rapid pace. What a fascinating guest.

Assets 147

Assets Insurance Investments Investing 147

The Big Picture

JULY 15, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. You’re not New York, you’re Boston Based? And it was a great learning experience for me. Was finance always the career plan? 00:01:49 [Matt Eagan] It was not.

Portfolio 147

Portfolio Banking Management Portfolio Management 147