SEI promotes leaders to bolster traditional investment arm

OAKS, Pa. - SEI (NASDAQ:SEIC), a global provider of financial services with an impressive "GREAT" financial health rating according to InvestingPro, announced the promotion of Sean Lawlor and Lori Wayne to key leadership roles within its Investment Managers business, focused on public markets. The company’s stock has delivered a solid 25% return over the past year, reflecting strong market confidence in its business model. Lawlor has been named Senior Vice President and Head of SEI’s Traditional Investment Managers business, while Wayne will take on the role of Head of Client Services and Relationship Management.

Lawlor, who joined SEI in June 2024, will oversee business development strategy, client servicing, and operations for U.S.-based traditional investment manager clients. His previous experience includes leading Solutions Distribution at Envestnet and a significant role in eMoney Advisor’s acquisition by Fidelity in 2015.

Wayne, an SEI veteran with 23 years at the company, will focus on client service expansion and exploring new business opportunities aimed at deepening client relationships and informing future strategy. She brings a wealth of experience from various roles at SEI, including Senior Business Manager for the Investment Managers business.

Phil McCabe, Head of SEI’s Investment Managers business, commented on the convergence of public and private markets and the resulting operational complexities that demand a digital-first experience with data at its core. He emphasized that SEI’s investment in technology and client service, supported by industry expertise, will continue to drive operational efficiency and growth for clients globally.

SEI’s operational centers are located in Oaks, PA, London, Dublin, and Luxembourg, providing an integrated operational platform and client service model that offers transparency into clients’ data and fund operations. As of March 31, 2025, the company manages, advises, or administers approximately $1.6 trillion in assets and partners with over 315 investment managers, including 43 of the top 100 asset managers worldwide. With a robust gross profit margin of 79% and annual revenue of $2.16 billion, SEI demonstrates strong operational efficiency. InvestingPro analysis reveals 8 additional key insights about SEI’s performance and potential, available to subscribers.

The leadership appointments are part of SEI’s strategic commitment to serving clients and driving growth, infusing diverse perspectives and expanding client relationships with a comprehensive suite of capabilities. The company’s strong financial position is evidenced by its 11-year streak of dividend increases and maintaining dividend payments for 37 consecutive years. For detailed analysis and comprehensive insights about SEI’s performance and outlook, investors can access the full Pro Research Report on InvestingPro. This information is based on a press release statement and financial data.

In other recent news, SEI Investments Company has reported its Q1 2025 earnings, surpassing analyst expectations with an earnings per share (EPS) of $1.17, compared to the forecasted $1.15. Despite slightly missing revenue forecasts, with revenue reported at $551.34 million against the expected $556.76 million, the company’s strong financial performance was attributed to a robust operating profit margin and strategic business moves. Piper Sandler has adjusted its price target for SEI Investments to $79, up from $74, while maintaining a Neutral rating on the shares. The firm has revised its earnings per share estimates for 2025 and 2026 to $4.64 and $4.94, respectively, indicating a positive outlook in light of SEI’s recent quarterly performance.

SEI Investments demonstrated an increase in operating margins to 28.5%, the highest in three years, driven by strategic initiatives and product innovations. The company maintained a strong cash position with over $700 million and no long-term debt, supporting its capacity for future growth. SEI’s strategic growth included new product launches and acquisitions, which contributed to its robust financial health. Management has noted that they have not observed any slowdown in activity despite current macroeconomic volatility, which remains a critical area to monitor. The firm’s outlook remains cautiously optimistic as they continue to track the company’s progress in the face of broader economic challenges.

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