Dave Lewis
Directeur Financier/CFO chez FinTrust Capital Advisors LLC
Profil
Mr. David E.
Lewis, CFA MBA, is a Chief Financial Officer, Senior Vice President & Investment Advisor at FinTrust Capital Advisors LLC.
As a Financial Advisor with FinTrust, he focuses on financial planning and portfolio management for individuals, trust funds, retirement plans, non-profits and small businesses.
Mr. Lewis began his career in 1993 in the consumer services industry and has over 20 years of experience in asset valuation, portfolio management, financial analysis & planning, acquisitions and identifying financial solutions.
During his tenure in the industry, he served as the Chief Financial Officer for over 150 business units operating in California, Oregon, Washington, Nevada and the province of Quebec.
Specializing in business valuation and succession planning, his diverse experiences enabled him to serve on his former company’s 401K committee where he played a vital role in the management of $100 million in assets.
Mr. Lewis received his BS in Accounting degree from State University of New York College at Oswego and an MBA (Concentration in Finance) from the University of New Orleans.
Postes actifs de Dave Lewis
| Sociétés | Poste | Début |
|---|---|---|
FinTrust Capital Advisors LLC
 FinTrust Capital Advisors LLC Investment ManagersFinance FinTrust Capital Advisors LLC (FCA) is a SEC-registered investment adviser headquartered in Greenville, South Carolina. The firm was co-founded by Pat Sheridan in 2007 as Broad Street Capital Advisors LLC. They are a wholly owned subsidiary of United Community Banks, Inc. (NASDAQ: UCBI). FCA provides investment advisory services to personal wealth clients such as individuals, trusts, estates, and family offices and to corporate and institutional clients. | Directeur Financier/CFO | 01/01/2013 |
Anciens postes connus de Dave Lewis
| Sociétés | Poste | Fin |
|---|---|---|
FinTrust Investment Advisory Services LLC
 FinTrust Investment Advisory Services LLC Investment ManagersFinance Founded in 2008, FinTrust Investment Advisory Services LLC is a registered investment advisor located in Greenville, South Carolina. The firm is a subsidiary of FinTrust Advisors LLC. They were formerly known as Elliott Davis Investment Advisors. FinTrust Investment Advisory Services provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Gestionnaire de Portefeuille-Actions | 01/03/2018 |
Formation de Dave Lewis
| State University of New York College at Oswego | Undergraduate Degree |
| University of New Orleans | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
FinTrust Investment Advisory Services LLC
FinTrust Investment Advisory Services LLC Investment ManagersFinance Founded in 2008, FinTrust Investment Advisory Services LLC is a registered investment advisor located in Greenville, South Carolina. The firm is a subsidiary of FinTrust Advisors LLC. They were formerly known as Elliott Davis Investment Advisors. FinTrust Investment Advisory Services provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |
FinTrust Capital Advisors LLC
FinTrust Capital Advisors LLC Investment ManagersFinance FinTrust Capital Advisors LLC (FCA) is a SEC-registered investment adviser headquartered in Greenville, South Carolina. The firm was co-founded by Pat Sheridan in 2007 as Broad Street Capital Advisors LLC. They are a wholly owned subsidiary of United Community Banks, Inc. (NASDAQ: UCBI). FCA provides investment advisory services to personal wealth clients such as individuals, trusts, estates, and family offices and to corporate and institutional clients. | Finance |
