SEI Investments Appoints Paul Lehman to Enhance Bank Asset Management Leadership

SEI Investments Company Strengthens Asset Management with New Leadership Appointment

SEI Investments Company announces the appointment of Paul Lehman, CFA, as the Head of Bank Asset Management Distribution, effective January 15, 2026. This strategic move underscores SEI's commitment to enhancing its asset management capabilities within the banking sector. Reporting directly to Michael Lane, Head of SEI's Asset Management business, Lehman will focus on developing and executing the bank asset management distribution strategy across national, regional, and community banks, as well as independent trust companies. His extensive experience of over 30 years in the bank trust and wealth management landscape positions him well to lead this initiative.

Lehman’s primary objectives include strengthening existing client relationships and expanding SEI’s reach to new clients within the banking and wealth management sectors. He aims to closely collaborate with leaders in investment product development to create tailored solutions that align with the evolving business models and regulatory frameworks facing banks today. Michael Lane emphasizes that the complexities of wealth and trust platforms demand innovative investment strategies, an area where SEI is poised to excel. With banks increasingly seeking to streamline partnerships and enhance their service offerings, Lehman’s leadership is expected to bolster SEI's capabilities in providing comprehensive investment solutions, including both public and private offerings, as well as Outsourced Chief Investment Officer (OCIO) and Co-CIO services.

As Lehman steps into this pivotal role, he expresses enthusiasm about aligning SEI’s offerings with the changing needs of bank trust and wealth businesses. His focus on enhancing client services reflects SEI's dedication to evolving its investment solutions in response to market demands. This appointment not only signals a significant leadership change but also highlights SEI's proactive approach to navigating the complexities of the wealth management landscape.

In other relevant developments, SEI Investments continues to emphasize innovation in its asset management strategies, which are increasingly important as clients face new regulatory challenges. The company’s efforts to adapt its solutions demonstrate a forward-thinking approach to the evolving financial services industry. With Paul Lehman at the helm of bank asset management distribution, SEI is set to enhance its offerings and maintain its competitive edge in the market.