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Paul Lehman Takes Charge of SEI's Bank Asset Management Distribution

SEI Investments Company, a prominent name in financial technology and services, has announced the appointment of Paul Lehman as the Head of Bank Asset Management Distribution. His addition to the team comes as part of SEI's commitment to enhancing its distribution strategies within the bank asset management domain. Lehman will directly report to Michael Lane, the Head of SEI's Asset Management business.

In this strategic role, Lehman will oversee the distribution efforts related to investment sales and partnerships with a variety of bank types, including national, regional, and community banks, along with affiliated wealth organizations and independent trust companies. His appointment reflects SEI's dedication to deepening its existing partnerships and expanding its reach in the market.

Lehman is set to play a pivotal role in strengthening SEI's relationships with current bank clients while also targeting new opportunities for collaboration with banks and affiliates seeking advanced asset management capabilities. His collaboration will extend beyond mere client relations, as he aims to innovate and synchronize investment solutions that adapt to the evolving business models and regulatory structures of the banking industry.

Michael Lane expressed his enthusiasm about Lehman's expertise, stating that SEI stands at the forefront of delivering investment solutions that aid clients through complex financial landscapes while focusing on long-term outcomes. With this approach, he highlighted SEI's commitment to tailoring its investment strategies to align with the needs of banks aiming to differentiate their wealth and trust services.

"We continuously hear from banks and affiliated wealth organizations expressing a desire to simplify their partnerships while enhancing the depth of the services they provide. Our advanced capabilities are designed to offer comprehensive and streamlined investment solutions, which can seamlessly integrate into SEI’s technological framework," Lane noted.

Lehman also expressed excitement about his new role, recognizing the shifting paradigms in how banks deliver investment and wealth solutions. He praised SEI's reputation for innovation, partnership, and a strong fiduciary commitment across asset management and technology sectors. Lehman stated, "I am eager to work with the teams to foster the growth of bank trust and wealth businesses, enabling them to better meet their clients' needs in a progressively intricate environment."

Bringing with him over 30 years of valuable experience in leading and advising bank trust and wealth organizations, Lehman has a strong background in financial services. Prior to joining SEI, he held a prestigious position at Dimensional Fund Advisors, where he led national teams dedicated to bank and trust company collaborators. His career spans major roles, including Chief Investment Officer and Head of Capital Management at First Citizens Bank, where he honed his skills in investment management and long-term financial strategies for high-net-worth clients.

Lehman holds prestigious qualifications as a Chartered Financial Analyst and is an esteemed member of the CFA Institute. He earned his Bachelor's degree from the University of South Carolina and a Master's degree in Business Psychology from Franklin University.

As SEI continues to navigate the dynamic and evolving landscape of financial services, Lehman's appointment is expected to significantly enhance the company's ability to deliver tailored investment solutions designed to address the needs of banks and their clients across a competitive environment. SEI, known for managing approximately $1.8 trillion in assets as of September 30, 2025, aims to empower its clients to deploy their resources more effectively, ensuring they can achieve their growth goals amidst current market demands.

For additional information about SEI and its latest offerings, interested parties can visit seic.com.