Grand Rapids Office
140 Monroe Center NW
Suite 300
Grand Rapids, MI 49503
Phone: 616.235.3555


Financial Analyst

Jared Lehman has more than two years of experience working with clients in a financial analyst capacity. Most recently, he served as a financial management intern with Merrill Lynch, where he assisted the management team with compliance standards, and performed financial planning and analysis tasks for wealth management teams. 

In his position as financial analyst with Charter Capital Partners, Jared supports company leadership and associates in managing M&A client engagement projects and venture capital activities, including deal analysis using historical and projected financial information; financial and industry due diligence; valuation support; and technical financial modeling.

Jared recently graduated from Hope College with a BA in Management and a minor in Economics.