Matthews Asia Funds Board of Trustees
Jonathan F. Zeschin
Jonathan Zeschin is Chairman of the Board of Trustees, and has served as a Matthews Asia Funds Trustee since 2007. He is a Founder and Partner of Essential Investment Partners, LLC, an investment counsel and wealth management firm based in Denver. Jonathan has more than 30 years of experience in the investment management business and serves as the Chair of the Governing Council of the Independent Directors Council (IDC). He previously held senior executive positions with Founders Asset Management, INVESCO and Stein Roe & Farnham. He holds a Masters of Management degree from Northwestern University, received a B.B.A in Accounting with distinction from the University of Michigan and is a Certified Financial Planner™.
Gale K. Caruso
Gale Caruso has been a Matthews Asia Funds Trustee since 2015, and has more than 30 years of financial services experience in the U.S. and Canada, including extensive credentials in the mutual fund business. Gale served as President and Chief Executive Officer of Zurich Kemper Life from 1999 to 2003, and was Chairwoman, President and Chief Executive Officer at Scudder Canada Investor Services, Ltd. and a Managing Director of Scudder Kemper Investments, Inc. Prior to Scudder, she was a Vice President of PaineWebber, responsible for the launch and management of PaineWebber's proprietary family of mutual funds. Gale serves on the Governing Council of the Independent Directors Council (IDC), and also serves as a Trustee of the Pacific Funds and the Pacific Select Funds. She received a B.S. in Psychology from Franklin & Marshall College, where she graduated with honors.
William J. Hackett
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 J. Horrocks, PhD*
Chief Investment Officer and Portfolio Manager
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.
Christopher Lee has been a Matthews Asia Funds Trustee since 2015, and has more than 20 years of global financial markets experience in managing derivative product development and marketing activities to institutional clients. He is currently a partner at FAA Investments, and also serves as an independent board director with a publicly traded company based in Australia. Previously, he has headed key units of two major investment banks, as Head of global markets investment products at Deutsche Bank and as Managing Director of equity derivatives at UBS Investment Bank in Hong Kong.
He received a B.S. in Mechanical Engineering and an M.B.A. in Finance from the University of California, Berkeley. He is fluent in English, Mandarin and Cantonese.
Richard K. Lyons
Richard Lyons rejoined the Matthews Asia Funds Board of Trustees in 2010. He had previously served as a Trustee from the inception of the Fund family in 1994 through 2006, serving as the Funds' independent Chairman for eight of those years. He was the Dean of the Haas School of Business at the University of California at Berkeley from 2008 through 2018. Prior to becoming Dean, he served as the Chief Learning Officer at Goldman Sachs in New York. Dean Lyons has taught at both the Haas School of Business and Columbia Business School. He received his B.S. in Finance with highest honors from UC Berkeley and his PhD from MIT in Economics.
Rhoda Rossman has been a Matthews Asia Funds Trustee since 2006. From 1997 until 2010 she was a Portfolio Manager for the PMI Group, Inc., most recently as Vice President and Corporate Investment Officer. She previously held portfolio management positions with Montgomery Asset Management, Wells Fargo Investment Management, RCM Capital Management and Benham Mutual Funds. She received a B.S. from Michigan State University and a Master of Public Administration from Syracuse University.
Toshi Shibano has been a Matthews Asia Funds Trustee since 2003, and has been President and Founder of Executive Financial Literacy, Inc., since 1995. Dr. Shibano has over 30 years of experience in business management, research and teaching. Since 2000, he has been on the faculty of the Advanced Financial Management Program at General Electric’s John F. Welch Leadership Development Center at Crotonville, New York. Since 1995, he has been Faculty Director and Instructor at the Center for Executive Education, UC Berkeley, Haas School of Business. He has taught at the University of California at Berkeley, Haas School of Business; the Columbia University Graduate School of Business; the University of Chicago Graduate School of Business; and the Stanford Graduate School of Business. He received a B.A. from Brown University, an M.B.A from UC Berkeley Haas School of Business and a PhD from Stanford Graduate School of Business.