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, Investment Committee of The Philadelphia Club and the PSSR | member, Board of Chancellors, Juvenile Diabetes Research Foundation Eastern PA Chapter | warden and member of the vestry, St. David’s Episcopal Church, Wayne, Pa. 

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