Paul Lehman leads Bank Asset Management Distribution at SEI, overseeing distribution strategy, investment sales, and partnership development across national, regional, and community banks, affiliated wealth organizations, and independent trust companies, in collaboration with teams across SEI’s Asset Management business.

With over 30 years in bank wealth management, Paul was most recently at Dimensional Fund Advisors, where he started and led the Bank Trust channel, built and managed a team of external and internal distribution specialists, and worked with hundreds of banks and independent trust companies nationwide, representing more than $30B in assets under management across ETFs, mutual funds, and separately managed accounts. Previously, he served as Chief Investment Officer and Head of Capital Management at First Citizens Bank and Trust. Early in his career, Paul was a financial advisor to families and small businesses.

Paul is a CFA charter holder and holds a BA from the University of South Carolina and an MS in Business Psychology from Franklin University. He is also FINRA Series 4, 7, 24, 53, 63, and 65 licensed.