Richard J. T. (Jonesy) Lerch
BA, Trinity College; MBA, Cornell SC Johnson School of Business
YEAR STARTED at 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
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.