At Matthews, we believe in the long-term growth of Asia. Since 1991, we have focused our efforts and expertise within the region, investing through a variety of market environments. As an independent, privately owned firm, Matthews is the largest dedicated Asia-only investment specialist in the United States.
Matthews Asia
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Client Services & Marketing Team


Frank Wheeler

Global Head of Distribution and Marketing

Frank Wheeler is Global Head of Distribution and Marketing at Matthews International Capital Management, LLC. He has overall responsibility for the firm’s marketing, business development strategy, client services and sales efforts. Prior to joining Matthews 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.


Jonathan D. Schuman

Executive Vice President, Head of Global Business Development

Jonathan Schuman joined Matthews International Capital Management, LLC in 2010 as an Executive Vice President. 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 the firm, 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.


Jodi L. Morris, CFA, CFP®

Head of U.S. Distribution

Jodi Morris joined Matthews International Capital Management, LLC in 2006 and oversees the firm’s U.S. distribution efforts, leading the relationship management and business development team that serves institutions and financial intermediaries. Prior to joining Matthews, Jodi was a Partner and Director of sales & marketing with Advisor Partners, LLC, a boutique separate account manager. From 1992 to 2004, she served as a sales and relationship management executive at JPMorgan Asset Management in New York and San Francisco, and was a key contributor in building the organization's separate account, mutual fund and sub-advisory businesses. Jodi received a B.A. with honors in Mathematics and Economics from Northwestern University. Jodi is a registered representative of Foreside Funds Distributors LLC.


James E. Campion

Senior Vice President, Head of Asia Business Development

James Campion joined Matthews Asia in 2010 as a Senior Vice President. Based in Hong Kong, he leads the firm’s business development efforts in Asia. Most recently, James was Head of Asia Distribution for Threadneedle Portfolio Services in Hong Kong, responsible for setting up its Hong Kong office and developing the firm’s Asia distribution strategy. Prior to this, he served as Allianz Global Investor’s Head of Mutual Funds for the Asia Pacific region and was a Managing Director for New Star International. From 1998 to 2004, James also held several positions with Schroder Investment Management (Hong Kong) Limited, including Regional Head of Mutual Funds, Asia ex Japan.  


Mark Lidstone

Head of Global Marketing

Mark Lidstone joined Matthews International Capital Management, LLC in 2012 as a Senior Vice President responsible for the firm’s marketing activities, brand building efforts and shareholder services. Most recently, he worked with Aberdeen Asset Management in Toronto where he served as Head of Marketing for the firm’s Canadian operations. Prior to this, Mark headed Aberdeen’s marketing efforts out of Hong Kong in support of sales objectives across the institutional, retail and private bank distribution channels. He also spent over seven years at Credit Suisse Asset Management and held a variety of marketing and communications roles, leading teams out of both London and Hong Kong. Mark earned an M.B.A from Warwick Business School in the U.K and received a B.Sc. in Biology with Business Studies from the University of London.


Sharon L. Hayman, CFA

Vice President, Relationship Manager

Sharon Hayman, CFA, joined Matthews International Capital Management, LLC in 2012 and is responsible for relationship management efforts among financial institutions, including private banks and mutual fund wrap platforms. Prior to joining Matthews, Sharon was Head of Financial Institutions Client Service at Delaware Investments in Philadelphia since 2006. She previously held a variety of roles at Delaware Investments from 1994 to 2000, beginning in the internal audit department and later in the fund product management area. From 2000 to 2006, she was with Gartmore Global Investments, where her product management experience included working with sub-advisory and offshore funds. Sharon earned an M.B.A. in Marketing and Finance from Drexel University and a B.A. in Management from Gettysburg College. Sharon is a registered representative of Foreside Funds Distributors LLC.


Kate Hitchings Ahalt

Vice President, Global Client Relationship Manager

Kate Hitchings Ahalt joined Matthews International Capital Management, LLC in 2011 as Global Client Relationship Manager. She manages relationships with Matthews’ clients in Europe and Latin America. Prior to joining Matthews, Kate was a Business Development Executive with AllianceBernstein in London, where she was responsible for business development opportunities and client management, primarily within the U.K. Institutional market. She began her tenure with AllianceBernstein in 2005, initially working with private clients, endowments and foundations out of its Boston-based wealth management office. Kate received a B.A. in English with a minor in Psychology from Dartmouth College, and is a proficient Spanish speaker.


Darryl C. Celkupa

Vice President, Business Development

Darryl Celkupa joined Matthews International Capital Management, LLC in 2013 and is responsible for business development efforts among independent advisors (RIAs) and family offices. Prior to joining Matthews, Darryl oversaw business development for Envestnet Tamarac, a leading provider of investment management software to the RIA community. Previously, he oversaw RIA strategy, business development and marketing at Russell Investments as well as custodial/professional association relations for the firm’s US$5 billion business segment. Darryl has also held similar roles working with RIAs at Prudential/Jennison Dryden, INVESCO Funds Group and Warburg Pincus Funds. Darryl earned an M.B.A in Finance from the Wharton School of the University of Pennsylvania and an A.B. in Sociology from Princeton University. Darryl is a registered representative of Foreside Funds Distributors LLC.


Daniel W. Duncan, CIMA

Vice President, Relationship Manager

Daniel Duncan joined Matthews International Capital Management, LLC in 2007 and is responsible for relationship management efforts with advisory teams within select broker dealers. Prior to joining Matthews, Dan was an Account Specialist at Janus Capital Group, focusing on the firm’s sales efforts through financial intermediaries. Previously, he was a Financial Consultant with CUNA Mutual Group and started his investment career as a Financial Advisor with Morgan Stanley. Dan received a B.S. in Hospitality Management from Texas Tech University and an International M.B.A. from the University of Denver’s Daniels College of Business. Dan is a registered representative of Foreside Funds Distributors LLC.


Susan Grivas

Vice President, Relationship Manager

Susan Grivas joined Matthews International Capital Management, LLC in 2013 and is responsible for relationship management efforts among institutions, consultants, independent advisors (RIAs) and family offices. Prior to joining Matthews, 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). Susan is a registered representative of Foreside Funds Distributors LLC.


Christian O. Halvorsen

Vice President, Relationship Manager

Christian Halvorsen joined Matthews International Capital Management, LLC in 2001 and is responsible for relationship management efforts among investment platforms and independent advisors (RIAs). Prior to joining Matthews, Christian was an Internal Wholesaler for Franklin Templeton Investments. Previously, he worked for Beijing Nokia Mobile Telecommunications Company in China. Christian received a B.A. in Communications and a minor in Chinese Studies from the University of California, San Diego. He is proficient in Mandarin. Christian is a registered representative of Foreside Funds Distributors LLC.


Jeremy Lehrer, CFA, CPWA, CAIA

Vice President, Business Development

Jeremy Lehrer joined Matthews International Capital Management, LLC in 2009 and is responsible for business development efforts among independent advisors (RIAs) and family offices. Prior to joining Matthews, Jeremy spent seven years at Charles Schwab, where he worked with Alternative Investments and Managed Accounts. From 1999 to 2002, he was a Research Director at AdvisorTech, where he consulted with Japanese, Korean and German financial advisors. Jeremy began his career analyzing Japanese small-cap stocks and emerging market debt. He received a B.A. in Political Science & Asian Studies from the University of North Carolina at Chapel Hill, and a Masters of Pacific International Affairs in Investments and Japanese Studies from the University of California, San Diego. Jeremy has also spent time studying and working in Japan, and is proficient in Japanese. Jeremy is a registered representative of Foreside Funds Distributors LLC.


Tina Tong

Vice President, Asia Business Development

Tina Tong joined Matthews Asia in 2013 as a Vice President responsible for supporting business development and client services efforts in Asia, focusing on private banks, insurers and financial advisers. Most recently, Tina was a Director of Business Development at Peak Capital, where she was responsible for introducing investment strategies from specialist investment managers to a variety of institutions and advisers. She received a Bachelor of Commerce from the Australian National University, and is fluent in Cantonese and Mandarin. Tina is based in Hong Kong and is a Registered Investment Representative of the Securities and Futures Commission of Hong Kong.


Angela Wang

Relationship Manager

Angela Wang joined Matthews International Capital Management, LLC in 2011 and is responsible for national account management for select broker dealers. After receiving an M.B.A in Finance from Columbia University in 2010, Angela served as an internal consultant with Gap Inc.’s Corporate Real Estate Analytics group, advising on the brands’ international store expansion strategy, particularly in China. From 2005 to 2008, Angela held various roles with Canadian Imperial Bank of Commerce, most recently as a Business Advisor to high net-worth individuals and corporate clients, in the wealth management and corporate finance capacities.  Angela received a B.A. in Mathematics from Grinnell College, and is fluent in Mandarin and proficient in Cantonese. Angela is a registered representative of Foreside Funds Distributors LLC.


Sang Yoo

Relationship Manager

Sang Yoo joined Matthews International Capital Management, LLC in 2011 and is responsible for relationship management efforts with financial advisors. Prior to joining Matthews, Sang was an Account Manager at American Fidelity Assurance Company from 2009 to 2011. He began his career as a Financial Services Specialist with Independent Capital Management in Los Angeles in 2008 after graduating from Pepperdine University with a B.S. in International Business. He speaks Korean fluently. Sang is a registered representative of Foreside Funds Distributors LLC.


Taryn O'Neill

Relationship Manager

Taryn O’Neill joined Matthews International Capital Management, LLC in 2010 and is responsible for managing the distribution of Matthews’ product information and marketing materials to institutional clients and consultants. Prior to joining Matthews, Taryn was a Client Service Associate at Lehman Brothers Inc., providing client servicing to the firm’s Absolute Return Strategies investors. Previously, she was an Investor Relations Team Supervisor with BNY Alternative Investment Services. Taryn received a B.A. in American Studies from Hamilton College. Taryn is a registered representative of Foreside Funds Distributors LLC.


Hedia Bozorghadad

Client Marketing Specialist

Hedia Bozorghadad joined Matthews International Capital Management, LLC in 2011 as a Client Marketing Specialist and is responsible for supporting the distribution of Matthews’ product information and marketing materials to clients. Prior to joining Matthews, Hedia was a RFP Associate at Fisher Investments. Previously, she was a Credit Manager with Wells Fargo Financial. Hedia received a B.A. in Business Administration with a concentration in Business Economics from Seattle University. Hedia is fluent in Farsi.