Ep. 37: Michael Lane – Head of Asset Management & EVP at SEI

In this episode, Evan sits down with Michael Lane, Head of Asset Management and Executive Vice President at SEI. Lane is responsible for the business and growth strategy for SEI’s Advisor and Institutional businesses in North America while also leading the firm’s investment management teams globally. He breaks down how SEI operates across financial advisors, institutional clients, and wealth platforms, sharing insight into managing a business that oversees trillions in assets, the importance of scale and diversification, and how maintaining a client-first approach drives long-term success. Lane reflects on his upbringing in Corning, New York, where being raised by a single father instilled independence and resilience early on, and how starting his career as a commission-based financial advisor pushed him to build trust, create value, and establish credibility quickly. Drawing from his experience at firms like Dimensional and BlackRock, he highlights key lessons around discipline, precision, urgency, and operating at the highest level within large, complex organizations. The conversation also explores the role of AI in wealth management, why human relationships remain essential in such a personal industry, and how young professionals can stand out by seeking opportunity, building strong networks, and earning their way through consistent effort. The episode ultimately offers a clear look into leadership, career growth, and the mindset required to succeed in a competitive and rapidly evolving industry.