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.