SEI Makes Leadership Appointments in Traditional Investment Managers Segment

OAKS, Pa., May 13, 2025 – SEI^® (NASDAQ:SEIC) today announced two key leadership appointments focused on public markets in the company’s Investment Managers business. Sean Lawlor has been promoted to Senior Vice President and Head of SEI’s Traditional Investment Managers business, and Lori Wayne has been promoted to Head of Client Services and Relationship Management.

Reporting to Phil McCabe, Head of SEI’s Investment Managers business, Lawlor is responsible for the business development strategy and client servicing of SEI’s U.S.-based traditional investment manager clients, including sales, relationship management, and client service, as well as overseeing the operations, financial reporting, and tax teams. He joined SEI in June 2024 and previously served as the Head of Solutions Distribution at Envestnet, where he led Envestnet’s exchanges and data platforms. Lawlor began his career at eMoney Advisor, holding multiple roles, including Head of Corporate Development, and ultimately supporting the firm’s acquisition by Fidelity in 2015.

A 23-year SEI veteran, Wayne is responsible for client service model expansion and identifying new business opportunities within traditional investment managers to deepen relationships and inform future business strategy. She has served in a variety of roles during her tenure, including most recently as Senior Business Manager, providing strategic financial direction for SEI’s Investment Managers business. Prior to that role, Wayne gained operations experience in SEI Private Trust Company, as well as client service and business management expertise in SEI’s Private Banking and Wealth Management business. Wayne reports to Lawlor.

Commenting on the appointments, McCabe said:

“The convergence of public and private markets continues to alter the industry landscape, and traditional managers are launching alternative products—increasing the scope of their business needs. Operational complexity drives demand for a digital-first experience, with data at the core. Investing in our technology platforms and capabilities and reinforcing our high-touch client service model—all underpinned by our deep industry expertise—will continue to drive our clients’ operational efficiency, scale, and growth globally.

“The evolution of our leadership reinforces our commitment to infusing diverse perspectives—from both outside and inside SEI—and expanding our client relationships with the breadth of our capabilities. Lori and Sean bring deep expertise and passion that will not only strengthen the vision for our business, but help drive growth for our clients and company.”

With operational centers in Oaks, PA, London, Dublin, and Luxembourg, SEI delivers a cohesive, integrated operational platform and client service model that provide clients with transparency into their data and day-to-day fund operations. The company serves 43 of the top 100 asset managers worldwide.*

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 March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.

About SEI's Investment Managers business

SEI’s Investment Managers business provides advanced operating infrastructure for investment organizations of all types to evolve and compete in a landscape of escalating business challenges. SEI’s global operating platform delivers customized and integrated capabilities across a wide range of investment vehicles, strategies, and jurisdictions to investment managers and asset owners. The company’s services enable users to gain scale and efficiency, keep pace with marketplace demands, and run their businesses more strategically. As of March 31, 2025, SEI partners with more than 315 traditional asset managers, alternative managers, and sovereign wealth managers, including 43 of the top 100 asset managers worldwide.* For more information, visit seic.com/ims.

*Based on Pensions & Investments’ “Largest Money Managers” 2023 ranking.