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SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution

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Appointment Strengthens Commitment to Delivering Investment Solutions Built for Wealth Management Ev...

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Paul Lehman appointed Head of Bank Asset Management Distribution at SEI. Lehman will enhance relationships with banks and affiliated wealth organizations. SEI aims to deliver innovative investment solutions for evolving bank models. Lehman's experience includes leadership roles in bank trust and wealth management. SEI manages approximately $1.8 trillion in assets as of September 2025.

Sentiment Rationale

Lehman's appointment could attract more banking clients, enhancing revenue streams. Historical patterns show leadership changes often positively influence stock performance.

Trading Thesis

Lehman's strategies will unfold over time, impacting SEI's growth trajectory. Previous appointments with similar goals have shown sustained positive effects.

Market-Moving

  • Paul Lehman appointed Head of Bank Asset Management Distribution at SEI.
  • Lehman will enhance relationships with banks and affiliated wealth organizations.
  • SEI aims to deliver innovative investment solutions for evolving bank models.

Key Facts

  • Paul Lehman appointed Head of Bank Asset Management Distribution at SEI.
  • Lehman will enhance relationships with banks and affiliated wealth organizations.
  • SEI aims to deliver innovative investment solutions for evolving bank models.
  • Lehman's experience includes leadership roles in bank trust and wealth management.
  • SEI manages approximately $1.8 trillion in assets as of September 2025.

Companies Mentioned

  • BK (BK)
  • VOYA (VOYA)
  • TROW (TROW)

Corporate Developments

A dedicated leader in bank asset management aligns with industry needs, suggesting future profitability. This role directly influences SEI's market positioning.

SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution

SEI® (NASDAQ: SEIC) has announced the appointment of Paul Lehman, CFA, as the Head of Bank Asset Management Distribution, reinforcing the company's commitment to innovative investment solutions tailored for evolving wealth management needs.

Leadership and Strategic Focus

In this new role, Lehman will lead SEI's bank asset management distribution strategy, managing investment sales and forging partnerships across a variety of financial institutions, including:

  • National banks
  • Regional banks
  • Community banks
  • Affiliated wealth organizations
  • Independent trust companies

Lehman’s responsibility will include deepening SEI's existing client relationships while also expanding its asset management capabilities to new bank and affiliated wealth clients. His collaboration with investment product development leaders will ensure the delivery of coordinated solutions that align with banks' evolving business models and regulatory frameworks.

Executive Insights on Lehman's Appointment

Michael Lane, Head of SEI's Asset Management business, commented on Lehman's appointment: "SEI is at the forefront of delivering investment solutions designed to help clients navigate complexity and drive long-term outcomes." He emphasized the need for banks to differentiate their wealth and trust platforms and highlighted SEI's commitment to aligning its investment strategies with the regulatory models shaping the financial landscape.

Lehman’s Vision for the Future

In reflecting on his new role, Lehman stated: "Banks are rethinking how they deliver investment and wealth solutions to clients. SEI has a strong reputation for innovation, partnership, and fiduciary excellence." He expressed enthusiasm about working closely with SEI's teams to help bank trust and wealth businesses grow and adapt to an increasingly complex environment.

About Paul Lehman

Lehman brings over 30 years of experience in leading and advising bank trust and wealth organizations. Most recently, he served as Head of the Bank Trust Group at Dimensional Fund Advisors, where he led a national support team for bank and trust company partners. His prior roles include serving as Chief Investment Officer and Head of Capital Management at First Citizens Bank.

Lehman is a Chartered Financial Analyst (CFA) and a member of the CFA Institute, holding a bachelor's degree from the University of South Carolina along with a master's degree in business psychology from Franklin University.

About SEI

SEI (NASDAQ: SEIC) is a premier global provider of financial technology, operations, and asset management services. The firm specializes in helping clients more effectively allocate their resources—time, capital, or talent—to drive growth and enhance client service. As of September 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets. For further information, visit seic.com.

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