AeroLeads people directory · profile
Richard J. T. ("Jonesy") Lerch Email & Phone Number
Managing Director
at
Prudent Management Associates
3 work emails found
@prudentmanagement.com
2 phones found area 215
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Philadelphia, Pennsylvania, United States
Who is Richard J. T. ("Jonesy") Lerch? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Richard J. T. ("Jonesy") Lerch is listed as Managing Director at Prudent Management Associates, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at prudentmanagement.com, phone signal with area code 215, and a matched LinkedIn profile for Richard J. T. ("Jonesy") Lerch.
Richard J. T. ("Jonesy") Lerch previously worked as Director at Prudent Management Associates and Vice President at Wachovia Wealth Management. Richard J. T. ("Jonesy") Lerch holds Mba from Cornell Johnson Graduate School Of Management.
Company email context
Email format at Prudent Management Associates
This section adds company-level context without repeating Richard J. T. ("Jonesy") Lerch's masked contact details.
rlerch@prudentmanagement.com
85% confidence
AeroLeads found 3 current-domain work email signals for Richard J. T. ("Jonesy") Lerch. Compare company email patterns before reaching out.
Profile bio
About Richard J. T. ("Jonesy") Lerch
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.
Listed skills include Asset Management, Investments, Portfolio Management, Securities, and 43 others.
Current workplace
Richard J. T. ("Jonesy") Lerch's current company
Company context helps verify the profile and gives searchers a useful next step.
Prudent Management Associates
Website
AeroLeads page
8 roles · 25 years
Richard J. T. ("Jonesy") Lerch work experience
A career timeline built from the work history available for this profile.
Managing Director
Director
Prudent Management Associates
Provide 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.
Managing Director
Prudent Management Associates
Vice President
Served 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.
Jul 2006 - Sep 2008
Chief Investment Officer
Served 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.
Mar 2005 - Jul 2006
Associate- Wealth And Asset Management
Advised 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.
2002 - 2005
~3 yrs
Fixed Income Trader
1999-2000 - 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
Jul 1994 - Jul 2000
Team & coworkers
Colleagues at Prudent Management Associates
Other employees you can reach at prudentmanagement.com. View company contacts →
PS
Paul Snitzer, Ricp®
Colleague at Prudent Management AssociatesPhiladelphia, Pennsylvania, United States
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DB
Daniel Berkowitz, Cfa, Caia
Colleague at Prudent Management AssociatesPhiladelphia, Pennsylvania, United States
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MB
Michael Bilotta, Cfp®, Ricp®
Colleague at Prudent Management AssociatesPhiladelphia, Pennsylvania, United States
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BS
Barbara Solit, Mba
Colleague at Prudent Management AssociatesNew York City Metropolitan Area, United States
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DW
David Wellborn
Colleague at Prudent Management AssociatesHouston, Texas, United States
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Paul Snitzer, Ricp®
Colleague at Prudent Management AssociatesPhiladelphia, Pennsylvania, United States
View →
DB
Daniel Berkowitz, Cfa, Caia
Colleague at Prudent Management AssociatesPhiladelphia, Pennsylvania, United States
View →
MB
Michael Bilotta, Cfp®, Ricp®
Colleague at Prudent Management AssociatesPhiladelphia, Pennsylvania, United States
View →
BS
Barbara Solit, Mba
Colleague at Prudent Management AssociatesNew York City Metropolitan Area, United States
View →
DW
David Wellborn
Colleague at Prudent Management AssociatesHouston, Texas, United States
View →
3 education records
Richard J. T. ("Jonesy") Lerch education
Mba
Cornell Johnson Graduate School Of Management
B.A., Political Science
Trinity College-Hartford
Education record
The Haverford School
FAQ
Frequently asked questions about Richard J. T. ("Jonesy") Lerch
Quick answers generated from the profile data available on this page.
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 Prudent Management Associates?
Richard J. T. ("Jonesy") Lerch is listed as Managing Director at Prudent Management Associates.
What is Richard J. T. ("Jonesy") Lerch's email address?
AeroLeads has found 3 work email signals at @prudentmanagement.com for Richard J. T. ("Jonesy") Lerch at Prudent Management Associates.
What is Richard J. T. ("Jonesy") Lerch's phone number?
AeroLeads has found 2 phone signal(s) with area code 215 for Richard J. T. ("Jonesy") Lerch at Prudent Management Associates.
Where is Richard J. T. ("Jonesy") Lerch based?
Richard J. T. ("Jonesy") Lerch is based in Philadelphia, Pennsylvania, United States while working with Prudent Management Associates.
What companies has Richard J. T. ("Jonesy") Lerch worked for?
Richard J. T. ("Jonesy") Lerch has worked for Prudent Management Associates, Wachovia Wealth Management, Hirtle, Callaghan & Co., Lehman Brothers, and Sg Cowen.
Who are Richard J. T. ("Jonesy") Lerch's colleagues at Prudent Management Associates?
Richard J. T. ("Jonesy") Lerch's colleagues at Prudent Management Associates include Paul Snitzer, Ricp®, Daniel Berkowitz, Cfa, Caia, Michael Bilotta, Cfp®, Ricp®, Barbara Solit, Mba, and David Wellborn.
How can I contact Richard J. T. ("Jonesy") Lerch?
You can use AeroLeads to view verified contact signals for Richard J. T. ("Jonesy") Lerch at Prudent Management Associates, including work email, phone, and LinkedIn data when available.
What schools did Richard J. T. ("Jonesy") Lerch attend?
Richard J. T. ("Jonesy") Lerch holds Mba from Cornell Johnson Graduate School Of Management.
What skills is Richard J. T. ("Jonesy") Lerch known for?
Richard J. T. ("Jonesy") Lerch is listed with skills including Asset Management, Investments, Portfolio Management, Securities, Wealth Management, Mutual Funds, Alternative Investments, and Investment Management.
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