SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution

Rhea-AI Summary

SEI (NASDAQ: SEIC) announced that Paul Lehman, CFA has joined as Head of Bank Asset Management Distribution, reporting to Michael Lane, Head of SEI Asset Management, effective Jan. 15, 2026.

Lehman will lead distribution across national, regional and community banks, affiliated wealth organizations, and independent trust companies, focusing on deepening existing relationships and expanding delivery of SEI's public and private individual solutions, OCIO and Co-CIO offerings integrated with SEI's technology platform. Lehman brings more than 30 years of bank trust and wealth experience, most recently leading the Bank Trust Group at Dimensional Fund Advisors and previously serving as CIO at First Citizens Bank. He holds a CFA and graduate and undergraduate degrees.

Positive

• Appointed industry veteran with 30+ years of bank trust experience
• Role targets expansion into national, regional, and community bank channels
• Focus on integrating OCIO, Co-CIO, public and private solutions with SEI technology
• Direct reporting to Head of Asset Management supports strategic alignment

Negative

• None.

News Market Reaction

+1.43%

1 alert

+1.43% News Effect

On the day this news was published, SEIC gained 1.43%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Industry experience: More than 30 years

1 metrics

Industry experience More than 30 years Paul Lehman’s experience in bank trust and wealth organizations

Market Reality Check

Price: $78.63 Vol: Volume 560,752 is slightl...

normal vol

$78.63 Last Close

Volume Volume 560,752 is slightly below the 20-day average of 605,603 (relative volume 0.93). normal

Technical Price at $85.32 is trading above the 200-day MA of $83.98, indicating an established uptrend pre-announcement.

Peers on Argus

SEIC gained 0.72% while peers were mixed: BEN (+1.87%), EQH (+1.8%), TROW (+2.87...

SEIC gained 0.72% while peers were mixed: BEN (+1.87%), EQH (+1.8%), TROW (+2.87%), but IVZ (-0.25%) and NTRS (+0.5%), pointing to stock-specific drivers rather than a uniform sector move.

Historical Context

5 past events · Latest: Jan 08 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 08	Leadership appointment	Positive	-0.3%	Named a new Chief Product Officer to lead enterprise product strategy.
Dec 17	Dividend announcement	Positive	+0.5%	Raised semi-annual cash dividend to $0.52 per share versus $0.49 prior.
Dec 17	Governance transition	Positive	+0.1%	Founder moved to Chairman Emeritus; independent director became Chairman.
Dec 04	Business momentum	Positive	+0.2%	Reported multiple client implementations and a large AUM migration to its platform.
Dec 03	Strategic acquisition	Positive	+1.3%	Completed first stage of Stratos Wealth Holdings investment for $544 million cash.

Pattern Detected

Recent corporate and strategic announcements have generally seen modestly positive price reactions, with one minor divergence on a leadership appointment.

Recent Company History

Over the past few months, SEI has reported several corporate developments, including leadership changes, strategic investments, and operational milestones. On Dec. 3, 2025, it completed the first stage of a $544 million strategic investment in Stratos Wealth Holdings. Subsequent updates highlighted sustained global wealth management momentum and a semi-annual dividend increase to $0.52 per share. Governance changes included the founder transitioning to Chairman Emeritus and a new Chairman being appointed. The current appointment of a distribution leader fits into this pattern of refining leadership to support growth and client-focused strategy.

Market Pulse Summary

This announcement adds another experienced leader to SEI’s asset management and bank-distribution fr...

Analysis

This announcement adds another experienced leader to SEI’s asset management and bank-distribution franchise, reinforcing efforts to deepen relationships across banks and affiliated wealth organizations. In recent months, the company has increased its dividend, completed a sizable strategic investment, and reported sustained wealth management momentum. Investors may track how this leadership hire supports bank asset management sales, platform adoption, and client expansion alongside ongoing governance and strategic initiatives highlighted in prior filings and releases.

Key Terms

cfa, co-cio

2 terms

cfa financial

"Paul Lehman, CFA, has joined the company as Head of Bank Asset Management"

A CFA is a professional credential awarded to financial analysts and investment managers who pass a series of rigorous exams and meet experience and ethical standards. It signals that a person has demonstrated advanced knowledge of investing, portfolio management and financial analysis—think of it like a pilot’s license for someone who manages money. For investors, seeing a CFA can make it easier to judge a professional’s training and credibility, though it is not a guarantee of performance.

co-cio financial

"including both public and private individual solutions, as well as our OCIO and Co-CIO offerings"

A co-CIO is one of two senior executives who share responsibility for setting and overseeing an organization’s investment strategy, portfolio choices, and risk policies. Investors care because the people who make these decisions determine how assets are allocated, how much risk is taken, and how performance is pursued—think of co-CIOs as co-captains steering an investment ship; their views and coordination can materially affect returns and stability.

AI-generated analysis. Not financial advice.

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.

Lehman 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, operations, and technology. I'm looking forward to working with the teams to help bank trust and wealth businesses evolve, grow, and better serve their clients in an increasingly complex environment."

Lehman joins SEI with more than 30 years of experience 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 team supporting bank and trust company partners. Earlier in his career, Lehman held senior leadership roles at First Citizens Bank, where he served as Chief Investment Officer and Head of Capital Management. He began his career in banking and wealth management at several major institutions, advising high-net-worth clients and families on investment management and long-term financial planning.

Lehman is a Chartered Financial Analyst and is a member of the CFA Institute. He holds a bachelor's degree from the University of South Carolina and a master's degree in business psychology from Franklin University.

About SEI^®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Sept. 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets. For more information, visit seic.com.

Company Contact:	Media Contact:
Alicia Rudd	Eric Hazard
SEI	Vested
+1 610-676-3887	+1 917-765-8720
arudd@seic.com	eric@fullyvested.com

View original content:https://www.prnewswire.com/news-releases/sei-appoints-paul-lehman-to-lead-bank-asset-management-distribution-302661637.html

SOURCE SEI Investments Company

FAQ

Who is Paul Lehman and what role did he take at SEI (SEIC) on Jan. 15, 2026?

Paul Lehman, CFA, joined SEI as Head of Bank Asset Management Distribution, responsible for bank and affiliated wealth distribution.

To whom does Paul Lehman report at SEI (SEIC)?

Lehman reports to Michael Lane, Head of SEI's Asset Management business.

What channels will Paul Lehman oversee for SEI (SEIC)?

He will oversee distribution to national, regional, community banks, affiliated wealth organizations, and independent trust companies.

What experience does Paul Lehman bring to SEI (SEIC)?

He brings 30+ years in bank trust and wealth, most recently leading the Bank Trust Group at Dimensional Fund Advisors and formerly serving as CIO at First Citizens Bank.

How will Lehman's appointment affect SEI's product delivery (SEIC)?

Lehman is charged with broadening delivery of SEI's investment capabilities, including public/private individual solutions, OCIO and Co-CIO offerings integrated with SEI's technology platform.