Lunch and learn with Dimensional’s Paul Lehman.
As a vice president and regional director in Financial Advisor Services, Paul Lehman brings nearly 20 years of investment experience to his role managing Dimensional's potential and existing relationships with bank wealth management divisions. Prior to joining Dimensional, he was the director of capital management and chief investment officer for a regional bank in the Southeast. The first half of Paul's career was spent as an advisor, while the second half has included responsibilities in division management, portfolio construction, and client education—all within the bank environment.
Paul received a Bachelor of Arts from the University of South Carolina. He has also earned the Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designations, as well as being FINRA Series 4, 7, 24, 53, 63, and 65 licensed.