Lisa Kirchenbauer graduated from Stanford University with honors in International Relations and is an active music parent (band and orchestra!), skier and hiker. Lisa resides in Arlington, Virginia with her husband and three (including twins almost-in-college and one almost-finished-college) boys. She is involved in building a financial education program for the Episcopal Diocese of Washington and currently volunteering time to support families facing the financial challenges of cancer through the Foundation of Family Financial Planning. Over the years, she has held numerous leadership roles in various local professional communities.

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 SEI’s Practically Speaking blog. Raef joined SEI in 2002 as part of the SEI Wealth Platform. 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.