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Advisor Information for SPWIX

Fund Inception08/06/2001
Name of IssuerSEI
Fund Advisor(s)SEI Investments Management Corp
Sub-Advisor(s)Axiom Investors, LLC
Parametric Portfolio Associates LLC
Geneva Capital Management, LLC

Fund Managers for SPWIX

Paul Bouchey
Portfolio Manager since 01/15/2016
Paul leads Parametric’s research and development activities across equity and derivative strategies. He is the Co-Editor of the Journal of Wealth Management and has authored numerous journal articles on tax management, risk management, and factor investing. Paul earned a BA in mathematics and physics from Whitman College and an MS in computational finance and risk management from the University of Washington. A CFA charterholder, he is a member of the CFA Society of Seattle.
Eugene Barbaneagra
Portfolio Manager since 12/31/2016
Eugene Barbaneagra, CFA, serves as Portfolio Manager for the U.S. Equity Factor Allocation, U.S. Managed Volatility, Global Managed Volatility and World Select Equity Funds. Mr. Barbaneagra serves as a Portfolio Manager within the Investment Management Unit. Mr. Barbaneagra is responsible for the portfolio strategy of US and Global Managed Volatility Funds and a number of core Global Equity funds.
Jason Collins
Portfolio Manager since 12/31/2016
Jason Collins is a co-portfolio manager of the Stable Value Intermediate strategies in the Fixed Income Division. He is a vice president and an Investment Advisory Committee member of the Short-Term Bond Fund, a vice president of the Fixed Income Series, Inc., and a member of the Investment Advisory Committee for the Limited-Term Bond Portfolio. Jason also chairs the Synthetic Investment Committee and cochairs the Low Duration Advisory Committee. He is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Trust Company. Jason’s investment experience began in 2001, and he has been with T. Rowe Price since 2005, beginning as a portfolio investment analyst on the Stable Value team, before transitioning to the U.S. Taxable Low Duration team. After that, he was an associate portfolio manager responsible for managing high-quality multi-sector portfolios for stable value mandates. Prior to joining the firm, Jason was employed by University Federal Credit Union as a financial analyst, where he managed a portfolio of investment-grade securities and was responsible for the credit union's asset liability management program. Before that, he was employed by Janus Capital as an investor service supervisor. Jason also was an airborne reconnaissance supervisor in the United States Navy. Jason earned a B.S., with honors, in liberal studies from Excelsior College and an M.B.A. from the University of Texas at Austin. Jason also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
David Hintz
Portfolio Manager since 12/31/2017
David L. Hintz, CFA serves as a Portfolio Manager for the Large Cap, Large Cap Disciplined Equity, Large Cap Index, S&P 500 Index and Extended Market Index Funds. David L. Hintz is responsible for the management of the portfolios, capital market research, ongoing evaluation and allocation of equity managers and capital for the SEI funds. Prior to joining SEI, Mr. Hintz worked at Russell Investments as a Portfolio Manager and previously as the Head of US Equity Research and a Research Analyst. Mr. Hintz received his Bachelor of Science from Walla Walla University and his M.B.A. from Pacific Lutheran University. Mr. Hintz is a CFA charter holder from the CFA Institute.
Cory Furlong
Portfolio Manager since 05/20/2024
Cory Furlong, CFA, serves as a Portfolio Manager/Analyst for the Small Cap, Small Cap Value, Small Cap Growth, Tax-Managed Small/Mid Cap, Mid-Cap and Real Estate Funds. Within SIMC's Investment Management Unit, Mr. Furlong is responsible for the management of U.S. small cap equity funds and the oversight of related subadvisor strategies. Previously, Mr. Furlong was a Portfolio Analyst on SEI's Sub-Advised Equity team where he conducted the due diligence of subadvisors within SEI's equity fund management and separate account business. Prior to joining the Investment Management Unit, he worked within SEI's Investor Manager Services division where he served as an Account Analyst. He earned his Artium Baccalaureus in Economics from Princeton University. Mr. Furlong is a CFA charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.
Jennifer Mihara
Portfolio Manager since 12/31/2024
Jennifer is responsible for providing oversight to the Centralized Portfolio Management (CPM), Global Equity, Institutional CPM and Large Case Custom Core Portfolio Management teams. Prior to her current role, she was responsible for leading the CPM Portfolio Management team. Before joining Parametric in 2005, she was an investment associate at Merrill Lynch.
Jose Munoz
Portfolio Manager since 07/01/2025
William Priebe
Portfolio Manager since 07/01/2025
W. Scott Priebe is a Managing Principal, Portfolio Manager at Geneva Capital Management. Mr. Priebe co-manages the Geneva Small Cap, Mid Cap, SMID Cap and All Cap Growth strategies. As a member of the Investment Strategy Group, he conducts high-quality, fundamental research and supports the Geneva growth equity strategies. He joined Geneva in 2004. Prior to Geneva, he worked for Eli Lilly & Company. Mr. Priebe earned his BA degree from DePauw University and his MBA from the University of Chicago, Booth School of Business.
Rob Osborne
Portfolio Manager since 12/31/2025
Matthew Franco
Portfolio Manager since 01/16/2026
Matt is one of the original investment team members since Axiom’s inception covering the technology, financials, paper, steel and chemical sectors in Europe. Matt was formerly an Associate at Columbus Circle Investors, a unit of PIMCO Advisors LP, where he worked as a generalist research analyst for the International Fund. Prior to that, Matt was a Research Associate at investment boutique R.L. Renck & Company where he covered U.S. small-capitalization stocks. Matt has the designation of Chartered Financial Analyst and is a member of the New York Society of Security Analysts. He holds a B.S. degree summa cum laude in Finance with a concentration in Asian Studies from Saint John's University.
David Kim
Portfolio Manager since 01/16/2026
David is the Portfolio Manager for the Axiom US Small Cap Equity Strategy and Co-Portfolio Manager for the Axiom Concentrated Global Growth Equity and Axiom International & Global Small/Micro Cap Opportunity Strategies. Prior to joining Axiom, David was a global equity Research Analyst at Pinnacle Associates. David is a CFA and CMT Charterholder, FSA Credential holder, and a member of the New York Society of Security Analysts, CFA Institute and the SASB Alliance. David also serves as a Trustee of the Blake Foundation. David holds a B.S. degree in Business Administration from Georgetown University, with a double major in Finance and International Business.