About us
Matt Lewis, CFA, CAIA
I’m unusual among advisors because my prior work experiences dovetail nicely with my work today. Those roles in equity research, private equity, and real estate development have given me a deeper understanding of wealth creation than would be possible had I started out working as a financial advisor.
On the educational front, I earned an MBA at Yale*, studied abroad in Cambridge and Moscow, and hold several professional credentials. I also worked in Russia’s and Ukraine’s commercial real estate markets for more than a decade, and in spite of the war still maintain many friendships in both countries.
* Earning a distinction in investment management taught by David Swensen, head of Yale's endowment fund.
Advice
I’m Matt Lewis — a private wealth advisor specializing in investment management, equity compensation, and tax planning. I also provide property advice, having worked in commercial real estate.
Knowledge
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