Home Breadcrumb caret Industry News Breadcrumb caret Industry Gluskin Sheff appoints new head of asset allocation Matthew Lehmann joins the Toronto-based wealth management firm By Staff | July 13, 2020 | Last updated on July 13, 2020 1 min read 123RF Matthew Lehmann will join Toronto-based Gluskin Sheff as managing director, head of asset allocation, said parent company Onex Corp. in a release on Monday. Lehmann will lead strategic asset allocation and investment strategy for Gluskin Sheff clients, in close partnership with the firm’s chief investment officer, Peter Zaltz, the release said. Jeff Moody, Gluskin Sheff’s president and CEO, said Lehman brings “the expertise and experience to help clients assemble the most appropriate portfolio for the protection and growth of family wealth.” “Together with the recent investments we’ve made in wealth, tax and estate planning, we’re looking forward to helping our clients manage generational wealth through both challenging and prosperous times,” Moody added. Lehmann has more than a decade of strategic asset allocation and portfolio management experience, and previously was global head of multi-asset investment at Credit Suisse in Zurich, Switzerland. Staff The staff of Advisor.ca have been covering news for financial advisors since 1998. Save Stroke 1 Print Group 8 Share LI logo