Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
11 supported by public sources, 0 supplied by the profile owner
Committee roles
3Roles supported by the sources cited on this profile
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Joined the Company in March 2019 and was promoted to SVP and Chief Banking Operations Officer in October 2023. Previously spent 24 years with Financial Institutions, Inc., most recently as SVP and Chief Retail Lending Executive.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Board appointments

Governance

Board appointments, committee responsibilities and disclosed relationships.

Board and advisory record

Board service

Sources are shown with each role, education record, or credential.

Director

SEI INVESTMENTS CO

2014-01-01 · current

Confirmed by public sourceView source

Connections

Explore the roles, education and affiliations published in this record.

SEI INVESTMENTS CO

Open SEI INVESTMENTS CO profile →

Director at SEI INVESTMENTS CO

2014-01-01 → End not stated

current · source reported

Observed: 2026-09-18

SEI INVESTMENTS COSEI INVESTMENTS COCharles J. Guarino

Dashed lines mark past roles. Select a connection to see its dates and sources.

Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

Career history, education, credentials and public contributions.

Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec FilingSEIC DEF 14A director slateSupports AI and ML experience, Board role, Committee assignments, Cybersecurity experience, Technology background.Open sourceSource 2 · Sec FilingTMP 10-K executive officersSupports AI and ML experience, Cybersecurity experience, Executive company, Executive title, Technology background.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:carl-a-guarino
Record version
public-0

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · CorroboratedAI and ML experience: not identified in the cited filingSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 5, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Apr 29, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

Board independence · Source reportedIndependent director1 source
Verification
Source reported
Confidence
95%
Last reviewed
May 3, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Board membership · CorroboratedServes on the board of SEI Investments CompanySupported by 3 public records2 sources
Verification
Corroborated
Confidence
95%
Last reviewed
May 3, 2026
Board role · Source reportedBoard role: Chair1 source
Verification
Source reported
Confidence
92%
Last reviewed
Apr 29, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Apr 29, 2026

Committee assignments · Source reportedNo committee assignment disclosed in the cited filing1 source
Verification
Source reported
Confidence
95%
Last reviewed
May 3, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Committee assignments · Source reportedCommittee assignments: Audit, Compensation, Nominating1 source
Verification
Source reported
Confidence
88%
Last reviewed
Apr 29, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Apr 29, 2026

Cybersecurity experience · CorroboratedCybersecurity experience: not identified in the cited filingSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 5, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Apr 29, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

Executive company · Source reportedExecutive at TOMPKINS FINANCIAL CORP1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 5, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

Executive title · Source reportedExecutive title: Senior Vice President and Chief Banking Operations Officer1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 5, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

Technology background · Under reviewTechnology background: not identified in the cited filing1 source
Verification
Under review
Confidence
72%
Last reviewed
May 5, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

Technology background · Under reviewTechnology background reported in filings1 source
Verification
Under review
Confidence
72%
Last reviewed
Apr 29, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Apr 29, 2026

View all sources5 records
  1. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Apr 29, 2026

    Supports: AI and ML experience · Board role · Committee assignments · Cybersecurity experience · Technology background

  2. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

    Supports: Board membership · Committee assignments · Director since · Board independence

  3. https://www.sec.gov/Archives/edgar/data/350894/000035089426000021/seic-20260414.htm

    Sec Proxy · Tier not stated · Reviewed Apr 29, 2026

    Supports: Director at SEI INVESTMENTS CO (NASDAQ: SEIC)

  4. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

    Supports: AI and ML experience · Cybersecurity experience · Executive company · Executive title · Technology background

  5. https://www.sec.gov/Archives/edgar/data/350894/000035089426000021/seic-20260414.htm

    Public Source · Tier not stated · Reviewed Not stated

    Supports: Board membership