Areas of Expertise

  • Identifying new services and markets for Independent Advisor Solutions

Raef Lee serves as the Managing Director and head of New Services and Strategic Partnerships for Independent Advisor Solutions by SEI. In this role, he is responsible for the identification of new services and markets for Independent Advisor Solutions. He defines new product offerings for advisors, either by partnering with companies or shepherding the requirements into our development teams. In addition, Raef identifies ways for our innovative business model to be leveraged in new markets. Raef also serves as the technology contributor for our Practically Speaking blog.

Raef joined SEI in 2002 as part of the SEI Wealth PlatformSM. He developed the roadmap for the platform, as well as facilitated its releases and coordinated the requirements gathering. In 2010, he moved to Independent Advisor Solution and was responsible for packaging and validating the new services the platform made possible with advisors.

Prior to joining SEI, Raef held multiple senior-level roles at Destiny Software, a venture-backed start-up company that provides websites, consulting, and technical services to large financial organizations, including Head of Product, Head of Account Management, and board member.

Raef graduated from Durham University with a Bachelor of Science and a Master of Engineering degree.

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