Richard J. T. (Jonesy) Lerch

Managing Director

EDUCATION
BA, Trinity College; MBA, Cornell SC Johnson School of Business

YEAR STARTED at PMA
2008

BEFORE PMA
Vice president, Wachovia Wealth Management | Investment officer, Hirtle, Callaghan & Co. | Associate, Lehman Brothers

SPECIAL EXPERTISE/ FOCUS AREAS
Investment management, financial planning, personal trust and charitable services for high-net-worth individuals, families, and institutions

COMMUNITY INVOLVEMENT
Trustee and member of the Investment Committee of the Endowment, St. Mark’s Church | Member, Alumni Executive Council and Chair of the Alumni Awards Committee of The Haverford School | Member, Investment Committee of The Philadelphia Club | Member, Board of Chancellors, Juvenile Diabetes Research Foundation Delaware Valley Chapter | Trustee of the Advancement Society