JL

Jeremy Lehrer

Relationship Manager at Matthews Asia

Jeremy Lehrer, CFA, CPWA, CAIA is a Relationship Manager at Matthews Asia since July 2009. Prior to this, Jeremy held various sales and research positions at Charles Schwab, AdvisorTech, Nicholas Applegate, and IBJ. Jeremy holds a MPIA from UC San Diego School of Global Policy and Strategy, a BA in Political Science & Asian Studies from the University of North Carolina at Chapel Hill, and graduated from Thomas Jefferson High School.

Links

Previous companies

Charles Schwab logo

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Timeline

  • Relationship Manager

    December, 2023 - present

  • Regional Director

    August, 2023

  • Co-lead, US Intermediary Distribution

    July, 2018

  • Vice President-sales & Client Service

    July, 2009