Richard J. T. ("Jonesy") Lerch Email and Phone Number
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Dynamic and resourceful executive level investment advisor and wealth management leader with 27 years of experience that includes documented success in acquiring, servicing, and retaining relationships with high net worth individuals and institutions. Offer highly effective new business development expertise as well as relationship and portfolio management skills that facilitate long-term protection and growth of wealth. Consistent relationship builder with a well-developed center-of-influence network of professionals that provides a strong new business lead and referral base. Possess significant community relationships and affiliations that support new business development.
Prudent Management Associates
View- Website:
- prudentmanagement.com
- Employees:
- 22
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Managing DirectorPrudent Management Associates Mar 2019 - Present
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DirectorPrudent Management Associates Sep 2008 - PresentProvide strategic direction and investment expertise while managing daily operations involving Registered Investment Advisor (RIA) business. Serve as senior investment advisor and relationship manager to high net worth individuals/families and institutional clients such as foundations and endowments. Earn referrals from existing clients and center-of-influence professional network; develop/deliver presentations to prospects, center-of-influence professionals and seminars. Conduct planning and performance review meetings. Analyze, interview and monitor existing and prospective mutual fund managers to evaluate performance and portfolio suitability.
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Managing DirectorPrudent Management Associates Sep 2008 - Present
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Vice PresidentWachovia Wealth Management Jul 2006 - Sep 2008San Francisco, California, UsServed as relationship manager for high net worth individuals, family groups and institutions. Managed a team of highly credentialed specialists in investment management, financial, estate and tax planning, real estate, credit, insurance, personal trust and charitable and nonprofit services. Leveraged personal network and delivered comprehensive solutions via a team of specialists; facilitated client retention through consistent consultation. -
Chief Investment OfficerHirtle, Callaghan & Co. Mar 2005 - Jul 2006West Conshohocken, Pa, UsServed as outsourced Chief Investment Officer for high net worth individuals, family groups and institutional clients. Identified, qualified and closed new clients through center-of-influence introductions and cold-calls. Established investment policy and drafted/implemented custom investment plans. Monitored traditional and alternative manager performance and communicated with clients about investment program progress. -
Associate- Wealth And Asset ManagementLehman Brothers 2002 - 2005UsAdvised high net worth individuals, endowments, foundations and mid-size institutions on traditional and alternative investment strategy and securities selection. Developed new business opportunities.with new and existing relationships through extensive networking, research and cold-calling. -
Fixed Income TraderSg Cowen Jul 1994 - Jul 2000New York, Ny, Us1999-2000 - Preferred Stock Trader- Taxable Fixed Income Dept.• Recruited by Preferred Stock Trading Desk to apply successful experience in building strong trading businesses and to develop penetration of international accounts1995-1999 - U.S. Treasury Bond Trader • Launched newly formed trading desk, as a senior member of the team, for which gross production tripled during the first two years and became the most profitable in the department within three years 1994-1995 - Assistant Preferred Stock Trader • Leveraged experience to gain responsibility for all trading with retail accounts
Richard J. T. ("Jonesy") Lerch Skills
Richard J. T. ("Jonesy") Lerch Education Details
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Cornell Johnson Graduate School Of ManagementMba -
Trinity College-HartfordPolitical Science
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The Haverford School
Frequently Asked Questions about Richard J. T. ("Jonesy") Lerch
What company does Richard J. T. ("Jonesy") Lerch work for?
Richard J. T. ("Jonesy") Lerch works for Prudent Management Associates
What is Richard J. T. ("Jonesy") Lerch's role at the current company?
Richard J. T. ("Jonesy") Lerch's current role is Managing Director at Prudent Management Associates.
What is Richard J. T. ("Jonesy") Lerch's email address?
Richard J. T. ("Jonesy") Lerch's email address is rl****@****ent.com
What is Richard J. T. ("Jonesy") Lerch's direct phone number?
Richard J. T. ("Jonesy") Lerch's direct phone number is +121599*****
What schools did Richard J. T. ("Jonesy") Lerch attend?
Richard J. T. ("Jonesy") Lerch attended Cornell Johnson Graduate School Of Management, Trinity College-Hartford, The Haverford School.
What skills is Richard J. T. ("Jonesy") Lerch known for?
Richard J. T. ("Jonesy") Lerch has skills like Asset Management, Investments, Portfolio Management, Securities, Wealth Management, Mutual Funds, Alternative Investments, Investment Management, Fixed Income, Finance, Investment Strategies, Private Equity.
Who are Richard J. T. ("Jonesy") Lerch's colleagues?
Richard J. T. ("Jonesy") Lerch's colleagues are Paul Snitzer, Ricp®, David Wellborn, Michael Bilotta, Cfp®, Ricp®, Daniel Berkowitz, Cfa, Caia, Barbara Solit, Mba.
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