Business
SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution
Appointment Strengthens Commitment to Delivering Investment Solutions Built for Wealth Management Evolution OAKS, Pa., Jan. 15, 2026 /PRNewswire/ -- SEI®
About this update from Sei Investments Company
[{"type":"text","content":"Appointment Strengthens Commitment to Delivering Investment Solutions Built for Wealth Management Evolution OAKS, Pa., Jan. 15, 2026 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that Paul Lehman, CFA, has joined the company as Head of Bank Asset Management Distribution, reporting to Michael Lane, Head of SEI's Asset Management business. In this new role, Lehman will lead SEI's bank asset management distribution strategy, overseeing investment sales and partnership development across national, regional, and community banks, affiliated wealth organizations, and independent trust companies.\nLehman will be responsible for deepening and broadening SEI's relationships with existing bank clients as well as expanding delivery of asset management capabilities to new bank and affiliated wealth clients. He will also work closely with leaders within investment product development and across the enterprise to deliver coordinated investment solutions aligned with banks' evolving business models and regulatory structures.Commenting on Lehman's appointment, Lane said: \"SEI is at the forefront of delivering investment solutions designed to help clients navigate complexity and drive long‑term outcomes. As banks increasingly seek to differentiate their wealth and trust platforms, we are focused on bringing SEI's investment strategies to market in ways that align with evolving business and regulatory models. We consistently hear from banks and affiliated wealth organizations that they desire to do more with fewer partners. Our advanced capabilities—including both public and private individual solutions, as well as our OCIO and Co-CIO offerings—can be seamlessly integrated within SEI's technology platform to meet the need for streamlined, comprehensive investment solutions.\"Paul's deep understanding of the investment, bank trust, and wealth landscape, combined with his experience building and scaling national distribution teams, makes him an outstanding fit for this critical role. He brings the leadership, strategic vision, and fiduciary expertise needed to deliver SEI's investment solutions and further enhance the client experience.\"Lehman added: \"Banks are rethinking how they deliver investment and wealth solutions to clients. SEI has a strong reputation for innovation, partnership, and fiduciary excellence across asset management, ope...