Our deep background and experience in Asia—and our focus on serving the needs of global institutional investors—set us apart.
Vice President, North American Institutional Business
Susan Grivas is a Vice President at Matthews Asia, responsible for relationship management and business development efforts with U.S. institutional investors, including endowments, foundations, public and corporate pensions and family offices. Prior to joining Matthews Asia in 2013, Susan spent five years as an Emerging Markets Product Specialist at Victoria 1522 Investments. Previously, she was a Founding Partner with alternative investment specialist, Cambrian Strategies. Susan was Chief Operating Officer and acted as Emerging Asia product specialist with Newport Pacific Management from 1997 to 2002, and was Director of Institutional Sales, Marketing and Client Service at Spare, Kaplan Bischel & Associates from 1990 to 1997. Susan started her career in finance as Deputy State Controller for the State of California, and was a Trustee of CalPERS and CalSTRS, representing the State Controller. She earned a B.A. in Political Science with a concentration in International Relations from the University of California at Los Angeles (UCLA).
Vice President, North American Institutional Business
Chase Mazzariello is Vice President of North American Institutional Business at Matthews Asia and is responsible for the firm’s business development and client services efforts. Prior to joining Matthews Asia in 2019, he was an Executive Director at Indus Capital, responsible for global institutional business development and consultant relationships. From 2012 to 2013, he was a Senior Associate in the Business Development Services group at OppenheimerFunds where he was responsible for institutional and retail marketing as well as client communication. Previously, Chase was an Associate at Artio Global Management, focused on product management and consultant/client relations. He began his career in 2007 as an Analyst in Global Wealth Management Operations at Citigroup. Chase earned a B.S.B.A. in Finance from Georgetown University in 2007.
Neha Ranavat is an Institutional Client Relationship Manager at Matthews Asia and is responsible for supporting the firm’s North American business development strategy, client services and sales efforts with U.S. and Canadian institutions, including endowments, foundations and public and corporate pensions. Prior to joining the firm in 2017, Neha was a Relationship Officer with Abu Dhabi Commercial Bank focusing on building relationships with and servicing High Net Worth clients from 2015 to 2016. From 2008 to 2014, she worked as an Associate at BlackRock in the Institutional Client Business Group. Neha received an MBA from San Francisco State University, and a Bachelor of Commerce degree from the University of Mumbai, India. She is fluent in Hindi.
Robert Horrocks is Chief Investment Officer and Portfolio Manager at Matthews Asia and has been a Matthews Asia Funds Trustee since 2018. He manages the firm's Asian Growth and Income and co-manages the Asia Dividend and Asia ex Japan Dividend Strategies. As Chief Investment Officer, Robert oversees the firm's investment process and investment professionals and sets the research agenda for the investment team. Before joining Matthews Asia in 2008, Robert was Head of Research at Mirae Asset Management in Hong Kong. From 2003 to 2006, Robert served as Chief Investment Officer for Everbright Pramerica in China, establishing its quantitative investment process. He started his career as a Research Analyst with WI Carr Securities in Hong Kong before moving on to spend eight years working in several different Asian jurisdictions for Schroders, including stints as Country General Manager in Taiwan, Deputy Chief Investment Officer in Korea and Designated Chief Investment Officer in Shanghai. Robert earned his PhD in Chinese Economic History from Leeds University in the United Kingdom, and is fluent in Mandarin.
Winnie Chwang is a Portfolio Manager at Matthews Asia and manages the firm’s China Small Companies Strategy and co-manages the China and Asia ESG Strategies. She joined the firm in 2004 and has built her investment career at the firm. Winnie earned an MBA from the Haas School of Business and received her B.A. in Economics with a minor in Business Administration from the University of California, Berkeley. She is fluent in Mandarin and conversational in Cantonese.
David Dali is Head of Portfolio Strategy at Matthews Asia. In his role with the investment team, David serves as a macro thought leader, and also serves as a proxy for Portfolio Managers, providing individual portfolio insights and analytics to clients. Prior to joining Matthews Asia in 2015, he was a Portfolio Strategist for BlackRock with the firm’s Multi-Asset Emerging Markets Allocation Fund. David has more than 25 years of investment experience in broad emerging markets, with the majority of his career spent as a trader and portfolio manager allocating across equity, fixed income, currencies and derivatives within both long-only and long-short strategies. He earned a Bachelor of Science in Commerce from Santa Clara University.
Raymond Deng is a Portfolio Manager at Matthews Asia, and co-manages the firm’s Pacific Tiger and Asia Innovators Strategies. Prior to joining the firm in 2014, Raymond earned an M.B.A from The University of Chicago Booth School of Business. From 2008 to 2012, he worked at Booz & Company, most recently as a Senior Consultant responsible for developing corporate growth strategies, financial analysis and modeling and client management. Raymond received a B.S. in Industrial Engineering from Tsinghua University in Beijing. He is fluent in Mandarin.
Richard Gao is a Research Principal focused on Chinese markets at Matthews Asia. In this role, Richard works closely with the investment team and helps set the research agenda and research process related to China. Prior to this role, Richard was a Portfolio Manager at Matthews Asia. Before joining the firm in 1997, he began his career at the Bank of China, first as a loan officer, then as a FOREX Trader in the Treasury Department, and served as an Assistant Manager at the Bank of China, where he was in charge of FOREX trading for import/export companies. Richard received a B.A. in Literature from Guangdong University of Foreign Studies and an M.B.A. in International Business from the Dominican University of California. He is fluent in Mandarin, Cantonese and Shanghainese.
Robert Harvey is a Portfolio Manager at Matthews Asia. He manages the firm's Emerging Asia Strategy and co-manages the Asia Innovators Strategy. Prior to joining Matthews Asia in 2012, he was a Senior Portfolio Manager at PXP Vietnam Asset Management from 2009 to 2012, where he focused on Vietnamese equities. Previously, he was a Portfolio Manager on the Global Emerging Markets team at F&C Asset Management in London from 2003 to 2009. Robert started his investment career in 1994 as an Assistant Equity Portfolio Manager with the Standard Bank of South Africa's asset management division. He received a Bachelor of Commerce in Accountancy and Commercial Law from Rhodes University in South Africa and a Bachelor of Accounting Science in Advanced Management Accounting, Taxation and Auditing at the University of South Africa.
Taizo Ishida is a Portfolio Manager at Matthews Asia. He manages the firm's Asia Growth, Emerging Asia, and Japan Strategies. Prior to joining Matthews Asia in 2006, Taizo spent six years on the global and international teams at Wellington Management Company as a Vice President and Portfolio Manager. From 1997 to 2000, he was a Senior Securities Analyst and a member of the international investment team at USAA Investment Management Company. From 1990 to 1997, he was a Principal and Senior Research Analyst at Sanford Bernstein & Co. Prior to beginning his investment career at Yamaichi International (America), Inc. as a Research Analyst, he spent two years in Dhaka, Bangladesh as a Program Officer with the United Nations Development Program. Taizo received a B.A. in Social Science from International Christian University in Tokyo and an M.A. in International Relations from The City College of New York. He is fluent in Japanese.
Teresa Kong is a Portfolio Manager at Matthews Asia and manages the firm’s Asia Total Return Bond and Asia Credit Opportunities Strategies. Prior to joining Matthews Asia in 2010, she was Head of Emerging Market Investments at Barclays Global Investors, now known as BlackRock, and responsible for managing the firm’s investment strategies in Emerging Asia, Eastern Europe, Africa and Latin America. She developed and managed strategies spanning absolute return, active long-only and exchange-traded funds. In addition to founding the Fixed Income Emerging Markets Group at BlackRock, she was also Senior Portfolio Manager and Credit Strategist on the Fixed Income credit team. Previously, Teresa was a Senior Securities Analyst in the High Yield Group with Oppenheimer Funds, and began her career with J.P. Morgan Securities Inc., where she worked in the Structured Products Group and Latin America Capital Markets Group. She received both a B.A. in Economics and Political Science and an M.A. in International Development Policies from Stanford University. She speaks Cantonese fluently and is conversational in Mandarin.
John Paul Lech is a Portfolio Manager at Matthews Asia and manages the firm’s Emering Markets Equity Strategy. Prior to joining the firm in 2018, he spent most of his 10 years at OppenheimerFunds (subsequently acquired by Invesco) as an Analyst and Portfolio Manager on a diversified emerging market equity strategy. John Paul started his career as an Analyst and Associate at Citigroup Global Markets, Inc. John Paul earned both an M.A. and a B.S.F.S from the Walsh School of Foreign Service at Georgetown University. He is fluent in Spanish and conversational in French and Portuguese.
Elli Lee is a Portfolio Manager at Matthews Asia, and co-manages the firm’s Korea Strategy. Prior to joining the firm as a Research Analyst in 2016, Elli worked at Bank of America Merrill Lynch for 10 years, most recently in Korean Equity Sales and previously as an Equity Research Analyst covering South Korea’s engineering, construction, steel and education sectors. From 2003 to 2005, Elli was an Investor Relations Specialist at Hana Financial Group in Seoul. She received a B.A. in Economics from Bates College, and is fluent in Korean.
S. Joyce Li is a Portfolio Manager at Matthews Asia and co-manages the firm's China Dividend, Asia ex Japan Dividend, and Asia Dividend Strategies. Prior to joining the firm in 2016, she was a Portfolio Manager and Principal at Marvin & Palmer Associates, where she co-managed equity investments in the Asia Pacific markets between 2007 and 2016. Joyce started her investment career as a Senior Investment Associate at Wilmington Trust. Joyce received an MBA with honors from the Wharton School of the University of Pennsylvania and a M.S. in Computer Science from the University of Virginia. She is fluent in Mandarin and Cantonese. Joyce has been a Portfolio Manager of the China Dividend and of the Asia ex Japan Dividend Funds since 2019, and of the Matthews Asia Dividend Fund since 2020.
Kenneth Lowe is a Portfolio Manager at Matthews Asia and manages the firm’s Asian Growth and Income strategy. Prior to joining Matthews Asia in 2010, he was an Investment Manager on the Asia and Global Emerging Market Equities Team at Martin Currie Investment Management in Edinburgh, Scotland. Kenneth received an M.A. in Mathematics and Economics from the University of Glasgow.
Andrew Mattock is a Portfolio Manager at Matthews Asia and manages the firm’s China and China Small Companies Strategies. Prior to joining the firm in 2015, he was a Fund Manager at Henderson Global Investors for 15 years, first in London and then in Singapore, managing Asia Pacific equities. Andrew holds a Bachelor of Business majoring in Accounting from ACU. He began his career at PricewaterhouseCoopers and qualified as a Chartered Accountant.
Peeyush Mittal is a Portfolio Manager at Matthews Asia and manages the firm’s India Strategy. Prior to joining the firm in 2015, he spent over three years at Franklin Templeton Asset Management India, most recently as a Senior Research Analyst. Previously, he was with Deutsche Asset & Wealth Management New York, from 2009 to 2011, researching U.S. and European stocks in the industrials and materials sectors. Peeyush began his career in 2003 with Scot Forge as an Industrial Engineer, and was responsible for implementing Lean Manufacturing systems on the production shop floor. Peeyush earned his M.B.A from The University of Chicago Booth School of Business. He received a Master of Science in Industrial Engineering from The Ohio State University and received a Bachelor of Technology in Metallurgical Engineering from The Indian Institute of Technology Madras. He is fluent in Hindi.
Jeremy Murden is a Portfolio Strategist at Matthews Asia. In his role with the investment team, Jeremy serves as a proxy to portfolio managers and provides macro thought leadership and individual portfolio insights to clients. Prior to joining Matthews Asia in 2018, Jeremy spent 10 years as a Senior Investment Manager Analyst and Investment Committee Member at William Blair, leading external equity manager coverage. He started his career in distribution as a Product Specialist at Claymore Securities, now known as Guggenheim Funds. Jeremy earned his MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Commerce from DePaul University. He also holds the Chartered Alternative Investment Analyst designation.
Michael Oh is a Portfolio Manager at Matthews Asia. He manages the firm’s Asia Innovators and Korea Strategies and co-manages the Asia Growth Strategy. Michael joined Matthews Asia in 2000 as a Research Analyst and has built his investment career at the firm. Michael was promoted from Research Analyst to Assistant Portfolio Manager in 2003. In 2006 and 2007, he was promoted to Lead Manager of the Matthews Asia Innovators Strategy and the Matthews Korea Strategy, respectively. From 2000-2003, Michael’s research focused on the technology sector supporting multiple strategies managed by the founders of the firm. As a research analyst, he contributed investment ideas to the broader Matthews Asia investment teams. Michael received a B.A. in Political Economy of Industrial Societies from the University of California, Berkeley. He is fluent in Korean.
Satya Patel is a Portfolio Manager at Matthews Asia and manages the firm’s Asia Credit Opportunities Strategy and co-manages the Asia Total Return Bond and Asian Growth and Income Strategies. Prior to joining Matthews Asia in 2011, Satya was an Investment Analyst with Concerto Asset Management. He earned his MBA from the University of Chicago Booth School of Business in 2010. In 2009, Satya worked as an Investment Associate in Private Placements for Metlife Investments and from 2006 to 2008, he was an Associate in Credit Hedge Fund Sales for Deutsche Bank in London. He holds a Master’s in Accounting and Finance from the London School of Economics and a B.A. in Business Administration and Public Health from the University of Georgia. Satya is proficient in Gujarati.
Andy Rothman is an Investment Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.
Tiffany Shi is a Portfolio Strategist at Matthews Asia. In her role with the investment team, Tiffany serves as a proxy for portfolio managers and provides customized portfolio insights and solutions to clients. She also helps the team with product positioning and analytics. Prior to joining Matthews Asia in 2014, Tiffany worked on the U.S. Institutional Advisory and Sales team with J.P Morgan Investment Management, focusing on clients and prospects across both defined contribution and defined benefit segments. Prior to that, she was an investment analyst on the Manager Research team of the J.P. Morgan Private Bank in New York covering fixed income, liquid alternatives, Emerging Market and Asia managers, including Matthews Asia. Tiffany earned a B.A. in Economics and a B.S. in Supply Chain Management and Information Systems from Pennsylvania State University, Smeal College of Business. She is fluent in Mandarin, Cantonese and Shanghainese.
Sharat Shroff is a Portfolio Manager at Matthews Asia and manages the firm’s Pacific Tiger strategy and co-manages the India strategy. Prior to joining Matthews Asia in 2005 as a Research Analyst, Sharat worked in the San Francisco and Hong Kong offices of Morgan Stanley as an Equity Research Associate. Sharat received a Bachelor of Technology from the Institute of Technology in Varanasi, India and an M.B.A. from the Indian Institute of Management, in Calcutta, India. He is fluent in Hindi and Bengali.
Inbok Song is a Portfolio Manager at Matthews Asia and co-manages the firm’s Pacific Tiger Strategy. Prior to rejoining the firm in 2019, Inbok spent three years at Seafarer Capital Partners as a portfolio manager, the firm’s Director of Research and chief data scientist. Previously she was at Thornburg Investment Management as an associate portfolio manager. From 2007 to 2015, she was at Matthews Asia, most recently as a portfolio manager. From 2005 to 2006, Inbok served as an Analyst and Technology Specialist at T. Stone Corp., a private equity firm in Seoul, South Korea. From 2004 to 2005, she was a research engineer for Samsung SDI in Seoul. Inbok received both a B.A. and Masters in Materials Science and Engineering from Seoul National University. She received a Masters in International Management from the University of London, King’s College, and also an M.A. in Management Science and Engineering, with a concentration in finance from Stanford University. Inbok is fluent in Korean.
Shuntaro Takeuchi is a Portfolio Manager at Matthews Asia and co-manages the firm's Japan Strategy. Prior to joining the firm in 2016 as a Senior Research Analyst, he was an Executive Director for Japan Equity Sales at UBS Securities LLC in New York. Beginning in 2003, he worked on both Japanese Equity and International Equity Sales at UBS Japan Securities, based in Tokyo, and held the position of Special Situations Analyst from 2006 to 2008, and Head of International Equity Sales from 2009 to 2013. Before that, he worked at Merrill Lynch Japan from 2001 to 2003 in U.S. Equity Sales. Shuntaro received a B.A. in Commerce and Management from Hitotsubashi University in Tokyo. He is fluent in Japanese.
Vivek Tanneeru is a Portfolio Manager at Matthews Asia and manages the firm’s Asia ESG and Asia Small Companies Strategies. Prior to joining Matthews Asia in 2011, Vivek was an Investment Manager on the Global Emerging Markets team of Pictet Asset Management in London. While at Pictet, he also worked on the firm’s Global Equities team, managing Japan and Asia ex-Japan markets. Before earning his MBA from the London Business School in 2006, Vivek was a Business Systems Officer at The World Bank and served as a Consultant at Arthur Andersen Business Consulting and Citicorp Infotech Industries. He interned at Generation Investment Management while studying for his MBA Vivek received his Master’s in Finance from the Birla Institute of Technology & Science in India. He is fluent in Hindi and Telugu.
Sherwood Zhang is a Portfolio Manager at Matthews Asia and co-manages the firm’s China Dividend and Asia ex Japan Dividend Strategies. Prior to joining Matthews Asia in 2011, Sherwood was an analyst at Passport Capital from 2007 to 2010, where he focused on such industries as property and basic materials in China as well as consumer-related sectors. Before earning his M.B.A. in 2007, Sherwood served as a Senior Treasury Officer for Hang Seng Bank in Shanghai and Hong Kong, and worked as a Foreign Exchange Trader at Shanghai Pudong Development Bank in Shanghai. He received his M.B.A. from the University of Maryland and his Bachelor of Economics in Finance from Shanghai University. Sherwood is fluent in Mandarin and speaks conversational Cantonese.
Wei Zhang is a Portfolio Manager at Matthews Asia and co-manages the Asia Total Return Bond Strategy. Prior to joining the firm in 2015, he earned an MBA from Columbia University. From 2008 to 2012, Wei worked as an analyst at Bluecrest Capital Management, evaluating fundamental investments in equity and credit, with a focus on industrials, basic materials and energy sector opportunities. From 2007 to 2008, he was also an analyst with GF Capital Management, where he performed in-depth fundamental research, built and maintained financial models and participated in acquisition contact negotiations. He started his career as an analyst at Sowood Capital Management in 2006. Wei received a B.S. in Finance and International Business from the Leonard N. Stern School of Business at New York University. He is fluent in Mandarin.
Yu Zhang is a Portfolio Manager at Matthews Asia and manages the firm’s Asia Dividend, China Dividend and Asia ex Japan Dividend Strategies. Prior to joining Matthews Asia in 2007 as a Research Associate, Yu was an Analyst researching Japanese companies at Aperta Asset Management from 2005 to 2007. Before receiving a graduate degree in the U.S., he was an Associate in the Ningbo, China office of Mitsui & Co., a Japanese general trading firm. Yu received a B.A. in English Language from the Beijing Foreign Studies University, an M.B.A. from Suffolk University and an M.S. in Finance from Boston College. He is fluent in Mandarin.
William Hackett is Chief Executive Officer at Matthews Asia and President of the Matthews Asia Funds. Bill joined the firm in 2007 as President and has served as CEO since 2009. He has been a Matthews Asia Funds Trustee since 2015. Prior to joining Matthews Asia, Bill was a partner with the global investment management practice of Deloitte & Touche LLP where he led the U.S. Pacific Southwest investment management practice. During his tenure at Deloitte, Bill had several international assignments, including leading the firm’s Asia Pacific investment management practice, based out of Tokyo. He was also posted to Luxembourg to focus on Deloitte’s Pan-European and offshore investment management clients. He joined Deloitte in New York in 1990. Bill received a B.S. in Accounting from the University of Scranton. He is a Certified Public Accountant (inactive) and also serves as a member of the Investment Company Institute Board of Governors.
Robert Horrocks is Chief Investment Officer and Portfolio Manager at Matthews Asia and has been a Matthews Asia Funds Trustee since 2018. He manages the firm’s Asian Growth and Income Strategy and co-manages the Asia Dividend and Asia ex Japan Dividend Strategies. As Chief Investment Officer, Robert oversees the firm’s investment process and investment professionals and sets the research agenda for the investment team. Before joining Matthews Asia in 2008, Robert was Head of Research at Mirae Asset Management in Hong Kong. From 2003 to 2006, Robert served as Chief Investment Officer for Everbright Pramerica in China, establishing its quantitative investment process. He started his career as a Research Analyst with WI Carr Securities in Hong Kong before moving on to spend eight years working in several different Asian jurisdictions for Schroders, including stints as Country General Manager in Taiwan, Deputy Chief Investment Officer in Korea and Designated Chief Investment Officer in Shanghai. Robert earned his PhD in Chinese Economic History from Leeds University in the United Kingdom, and is fluent in Mandarin.
Theresa Noriega-Lum is Chief Financial Officer at Matthews Asia. Prior to joining the firm in 2018, Theresa was Head of Business Initiatives at BlackRock where she led business management and implementation of business initiatives for its ETF and Index investments division. She also served as Director of Financial Planning and Analysis for Global iShares at Blackrock where she was responsible for managing the financial planning and analysis function. From 1990 to 2004, Theresa held several senior finance and business operations roles including at Charles Schwab as VP of Schwab Corporate Services Finance and Franklin Templeton as Manager of Investment Operations. Earlier in her career, Theresa worked at PricewaterhouseCoopers. She earned a B.S. in Business Administration from the Haas School of Business at the University of California at Berkeley. Theresa is a Certified Public Accountant (inactive).
Frank Wheeler is Global Head of Distribution at Matthews Asia. He has overall responsibility for the firm’s marketing, business development strategy, client services and sales efforts. Prior to joining Matthews Asia in 2013, he served as Executive Vice President, Head of Product and Marketing with Nuveen Investments in Chicago. Previously, he was Head of Distribution for FAF Advisors/ First American Funds in Minneapolis. From 2000 to 2006, Frank held several senior roles at Merrill Lynch Investment Managers in both New York and in Tokyo, including Managing Director, Chief Marketing Officer for Asia Pacific. Earlier in his career, he held a variety of marketing and brand management roles at Morgan Stanley and Procter & Gamble. Frank earned an M.B.A. in Marketing and Finance from The Wharton School, University of Pennsylvania and received a B.A. in Management Economics and French from Hampden-Sydney College.
David Kast is Global Head of Risk and Compliance at Matthews Asia and is responsible for the firm’s operational risk management and regulatory compliance activities. David also serves as head of the firm’s Enterprise Risk and Compliance Committee. Prior to joining Matthews Asia in 2017, David spent nearly 20 years with Goldman Sachs Asset Management in a variety of compliance roles overseeing Asia, the U.S., Europe, the Middle East and Africa. David was most recently a Managing Director of Goldman Sachs Asset Management’s U.S. Compliance team in charge of several U.S. offices. Previously, David worked at the Prudential Insurance Company of America as a Compliance Officer for Prudential Capital Group. He received a B.A. in International Relations from St. Joseph University.
Jonathan Schuman is Head of Global Business Development at Matthews Asia. He is responsible for leading the firm’s international business development strategy, developing relationships with key distribution partners and directing the firm’s global sales efforts. Prior to joining Matthews Asia in 2010, Jonathan was a Managing Director at PineBridge Investments (formerly AIG Investments) in Tokyo, responsible for institutional sales and client relations, product development, marketing and RFP functions for AIG’s third-party investment management business in Japan. He also served as Assistant General Counsel for Legal and Government Affairs for AIG Companies, Japan and Korea. Jonathan earned a J.D. from Harvard Law School, a M.A.L.D from The Fletcher School of Law and Diplomacy and a B.A. in Asian Studies from Williams College. He has served as Co-Chair of the Financial Services Committee at the American Chamber of Commerce in Japan, and is fluent in Japanese.
David Monroe is General Counsel at Matthews Asia. Prior to joining the firm in 2014, he served as Senior Managing Director, Chief Legal Officer and Co-Chair of the Global Risk Control Group for Nikko Asset Management Co., Ltd. in Tokyo. During his seven years at Nikko Asset Management, David was responsible for leading the firm’s global legal and compliance divisions during a period of rapid expansion of the firm’s footprint throughout Asia-Pacific. Prior to that, David led the legal and compliance functions for several large asset management group companies in Japan, including Fidelity Investments Japan, where he was the firm’s Chief Legal Officer and Chief Compliance Officer. David served approximately six years as Chair of the American Chamber of Commerce Japan Investment Management Committee and is a past winner of the Japan In-House Counsel of the Year Award presented by Asian Legal Business. He received a B.S. in Business Administration with a Concentration in East Asian Languages and Culture from the University of Kansas and a J.D. from Columbia University School of Law.
James Walter is Head of Investment Operations at Matthews Asia. James joined the firm in 1996, and has built his investment career at Matthews Asia. James received a B.S. in Business Administration from John Carroll University.
John McGowan joined Matthews Asia in 2004 and is Head of Fund Administration. Prior to joining Matthews Asia, John served as Chief Operating Officer at Forward Funds and ReFlow LLC, a mutual fund liquidity solution provider. Previously, he was a Director of Client Services at PFPC Global Fund Services. John has more than 20 years of financial services experience including positions at M&T Bank, First Pacific Advisors Inc. and Boston Financial Data Services, Inc. He is a member of the Executive Committee and Board of Governors of the Mutual Fund Education Alliance. John received a B.A. in Marketing from Clarkson University.
Head of Global Human Resources and Office Administration
Cheryl Fung is Head of Global Human Resources and Office Administration at Matthews Asia. She joined the firm in 2008, and is responsible for leading Matthews Asia’s HR efforts. Cheryl has more than 18 years of experience in the field of human resources, and most recently was the HR Director for CollabNet Inc., a Bay Area technology company. Prior to this, Cheryl spent five years as Vice President of Human Resources with Morgan Stanley’s Online and Individual Investor Group in San Francisco. She also spent four years as the Business and Administration Manager with the Investment Banking division of Goldman Sachs in Singapore. Cheryl speaks both Mandarin and Cantonese fluently.
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Matthews Asia is committed to protecting the personal information provided to us by our clients and prospective clients. This section provides further details on how we collect, share, transfer and protect personal information provided to us by our clients and prospective clients.
Matthews Asia may collect non-public personal information about you on RFPs, questionnaires, and other forms we receive from you, including those submitted to us via this website, as well as from personal contacts such as correspondence, e-mail, telephone calls, or meetings. We may also receive information about you from third parties, such as your accountants, lawyers, financial consultants, and other service providers.
It also is possible to receive information from web browsers and apps regarding certain of your online activities using cookies, or other common tracking technologies. Some web browsers and other applications may provide a Do Not Track preference setting. When a user turns on a tracking preference, the browser or application may send a message to web sites requesting that they do or do not track the user. Currently we take no actions in response to any Do Not Track settings or messages.
Usage and Information Sharing
Matthews Asia does not disclose nonpublic personal information about past, current or prospective clients to any unaffiliated third parties for their own marketing purposes. However, to facilitate our own client servicing, marketing, compliance and risk management, information regarding clients and prospective clients may be shared broadly among Matthews Asia and our affiliates. Further, we may disclose information, including nonpublic personal information, as necessary or helpful to effect transactions, administer accounts and risk management.
Matthews Asia may also disclose your information as required or permitted by law or in response to a regulator request.
We use technical, administrative, and procedural measures in an attempt to safeguard your personal and other information from unauthorized access or use. No such measure is ever 100% effective though, so we do not guarantee that your personal and other information will be secure from theft, loss, or unauthorized access or use, and we make no representation as to the reasonableness, efficacy, or appropriateness of the measures we use to safeguard such information.
Transfer of data to other countries
Any information you provide to Matthews Asia through use of this website may be stored and processed, transferred between, and accessed from the US and Canada and other countries which may not guarantee the same level of protection of personal information as the one in which you reside. Regardless of where your personal information is stored or accessed, we will handle your personal information in accordance with this Privacy Statement.
Most web browsers are set up to automatically accept cookies. Users can, however, amend the configuration of the web browser on their computers so that they are systematically notified of any instance where the Websites that they are about to visit contain cookies. You may also be able to configure your browser to accept all cookies, reject all cookies, notify you when a cookie is set, or delete cookies that have already been set. Each browser is different, so check the “Help” menu of your browser to learn how to change your cookie preferences. You are always free to decline our cookies if your browser permits, although in that case you may not be able to use certain features on our Website.
The rights granted to you herein terminate immediately if you fail to comply with the Terms and Conditions of Use. Additionally, Matthews Asia, in its sole discretion, reserves the right to temporarily or permanently terminate your access to and use of this website at any time, for any reason, without notice or liability.
Integration and Severability
If any provision of these Terms and Conditions of Use is deemed unlawful, void, or for any reason unenforceable, then that provision will be deemed severable from these Terms and Conditions of Use and will not affect the validity and enforceability of the remaining provisions. The preceding Terms and Conditions of Use represent the entire agreement between Matthews Asia and the user relating to the subject matter herein.
Governing Law and Jurisdiction
These Terms and Conditions of Use shall be governed by and interpreted in accordance with the laws of the State of California, United States of America and the courts of the State of California, United States of America shall have exclusive jurisdiction to hear all disputes arising from or related to your use of this website or these Terms and Conditions of Use.
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Has no control over the content or privacy practices of other websites.
Does not endorse any other website, its sponsor, or any of the policies, activities, products, or services offered on the site or by any advertiser on the site.