SEI Welcomes Karin Risi and Tom Naratil to Its Board of Directors
On July 22, 2025, SEI® (NASDAQ: SEIC) took a significant step in reshaping its leadership by announcing the immediate appointments of Karin Risi and Tom Naratil to its Board of Directors. With these additions, SEI aims to augment its existing leadership and continue its trajectory of transformation focused on long-term growth and enhanced client services.
Karin Risi and Tom Naratil join a board already composed of Executive Chairman Alfred P. West, Jr., and directors such as Jonathan Brassington, William Doran, Carl Guarino, CEO Ryan Hicke, Kathryn McCarthy, and Carmen Romeo. This blend of new and experienced leaders is designed to provide SEI the strategic insight necessary for navigating today’s dynamic financial landscape.
In a statement about the new appointments, West expressed his enthusiasm, indicating that both Risi and Naratil possess extensive leadership experience specifically in wealth management. Their backgrounds are expected to contribute to SEI’s ongoing efforts to redefine its service offerings while creating lasting value for clients and shareholders alike. "I am confident they will provide strategic insights that will be invaluable as we continue to transform our company and deliver long-term value," he remarked.
West also acknowledged the contributions of former board member Stephanie Miller, who stepped down for a new leadership role within the industry, wishing her well in her future endeavors.
Karin Risi brings over 30 years of expertise in managing revenue-generating business lines and strategic functions, notably at Vanguard. Her career highlights include leading enterprise strategy, global investment product development, and overseeing the firm’s $2.5 trillion Personal Investor and Wealth Management businesses. Risi’s knowledge in managing the hybrid advisory platform at Vanguard is expected to assist SEI in innovating its advisory services. In addition to her role on the board, she will serve as a member of the Compensation and Nominating Governance Committees.
Tom Naratil, on the other hand, comes from a rich background at UBS, where he served for 39 years and held key roles, including Co-President of Global Wealth Management and Group Chief Financial Officer. He now acts as an Operating Partner at Lightyear Capital, focusing on the intersection of financial services, technology, and healthcare. In his new role at SEI, Naratil will also provide oversight as a member of the Audit and Legal Regulatory Oversight Committees.
In their respective statements, both Risi and Naratil expressed optimism about SEI’s direction. Risi noted SEI’s commitment to innovation, which could significantly alter how they deliver value to clients. "I look forward to working with the board and management team as they continue to innovate and help clients adapt to the rapidly changing dynamics of the asset and wealth management industry," she stated. Naratil echoed similar sentiments, emphasizing the need for agility in capitalizing on industry shifts. He remarked, "There are seismic shifts happening across the industry, and capitalizing on those opportunities for growth is crucial to success in an increasingly competitive landscape."
SEI operates as a global provider of financial technology and asset management services, adapting its solutions to meet diverse client needs. As of March 31, 2025, SEI manages approximately $1.6 trillion in assets, showcasing its capacity and capabilities in the financial services arena. SEI aims to tailor its offerings, ensuring clients can effectively deploy their capital and achieve their growth objectives. The recent leadership changes indicate a proactive approach to addressing the complexities of the market and enhancing the overall client experience.
With these strategic appointments, SEI is poised to navigate future challenges effectively while maintaining its commitment to delivering long-term value and innovative solutions in the financial services sector.
Evolution of Leadership
Karin Risi and Tom Naratil join a board already composed of Executive Chairman Alfred P. West, Jr., and directors such as Jonathan Brassington, William Doran, Carl Guarino, CEO Ryan Hicke, Kathryn McCarthy, and Carmen Romeo. This blend of new and experienced leaders is designed to provide SEI the strategic insight necessary for navigating today’s dynamic financial landscape.
In a statement about the new appointments, West expressed his enthusiasm, indicating that both Risi and Naratil possess extensive leadership experience specifically in wealth management. Their backgrounds are expected to contribute to SEI’s ongoing efforts to redefine its service offerings while creating lasting value for clients and shareholders alike. "I am confident they will provide strategic insights that will be invaluable as we continue to transform our company and deliver long-term value," he remarked.
West also acknowledged the contributions of former board member Stephanie Miller, who stepped down for a new leadership role within the industry, wishing her well in her future endeavors.
Backgrounds of the New Appointees
Karin Risi brings over 30 years of expertise in managing revenue-generating business lines and strategic functions, notably at Vanguard. Her career highlights include leading enterprise strategy, global investment product development, and overseeing the firm’s $2.5 trillion Personal Investor and Wealth Management businesses. Risi’s knowledge in managing the hybrid advisory platform at Vanguard is expected to assist SEI in innovating its advisory services. In addition to her role on the board, she will serve as a member of the Compensation and Nominating Governance Committees.
Tom Naratil, on the other hand, comes from a rich background at UBS, where he served for 39 years and held key roles, including Co-President of Global Wealth Management and Group Chief Financial Officer. He now acts as an Operating Partner at Lightyear Capital, focusing on the intersection of financial services, technology, and healthcare. In his new role at SEI, Naratil will also provide oversight as a member of the Audit and Legal Regulatory Oversight Committees.
Future Perspectives
In their respective statements, both Risi and Naratil expressed optimism about SEI’s direction. Risi noted SEI’s commitment to innovation, which could significantly alter how they deliver value to clients. "I look forward to working with the board and management team as they continue to innovate and help clients adapt to the rapidly changing dynamics of the asset and wealth management industry," she stated. Naratil echoed similar sentiments, emphasizing the need for agility in capitalizing on industry shifts. He remarked, "There are seismic shifts happening across the industry, and capitalizing on those opportunities for growth is crucial to success in an increasingly competitive landscape."
About SEI
SEI operates as a global provider of financial technology and asset management services, adapting its solutions to meet diverse client needs. As of March 31, 2025, SEI manages approximately $1.6 trillion in assets, showcasing its capacity and capabilities in the financial services arena. SEI aims to tailor its offerings, ensuring clients can effectively deploy their capital and achieve their growth objectives. The recent leadership changes indicate a proactive approach to addressing the complexities of the market and enhancing the overall client experience.
With these strategic appointments, SEI is poised to navigate future challenges effectively while maintaining its commitment to delivering long-term value and innovative solutions in the financial services sector.
Topics Financial Services & Investing）
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