Jeremy Lehrer serves as a Portfolio Manager and Director at RWA and is a member of the firm’s Investment Team. In his role, Jeremy meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his client’s investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Jeremy’s breadth of experience in financial services helps shape his commitment to providing exceptional client service.

Previously at Matthews Asia, Jeremy helped investment advisors like RWA better understand investment opportunities in Asian and Emerging Markets. At Charles Schwab, he helped investors understand research resources for their separately managed account platform. As an emerging market debt intern at a Japanese bank in the late nineties, Jeremy observed (but did not directly cause) the Asian Financial Crisis.

Jeremy graduated with a BA in Asian Studies and Political Science from the University of North Carolina at Chapel Hill and holds a Masters of Pacific International Affairs from the School of International Relations and Pacific Studies at the University of California, San Diego. He has earned the right to use the Chartered Financial Analyst®, Certified Private Wealth Advisor ® and Chartered Alternative Investment Analyst ® designations.

Jeremy lives with his wife in San Francisco and Sonoma, CA, and enjoys world travel (53 countries and counting), audiobooks, and the occasional glass of wine.