As Chief Investment Officer and co-founder of Capital Wealth Advisors’ asset management business, Lewis leads the firm’s research and management efforts.
Lewis began his career in investment research more than 25 years ago. Prior to co-founding CWA’s asset management business in 2013, Lewis co-founded Fundamental Global Investors in 2012, where he first partnered with Joe Moglia, running the firm’s first private investment partnership. Previously, Lewis was a private investor from 2010-2012 after retiring at age 39 after trading the global financial crisis.
Lewis was recruited by Louis Dreyfus Highbridge Energy (now known as Castleton Commodities International), a commodity trading company that traces its roots to the founding of Louis Dreyfus in 1851, as a Managing Director and Portfolio Manager in an effort to launch a multi-strategy hedge fund from 2008-2010.
Previously, Lewis was recruited to join hedge fund Pequot Capital from 2006-2007 as a Senior Vice President, where the team made a name for itself successfully navigating the global financial crisis.
Prior to joining Pequot Capital, Lewis was a Equity Analyst from 2000-2006 at T. Rowe Price, a company founded in 1937, and manager of nearly $2 Trillion.
While earning his MBA in Finance from the Wharton School of the University of Pennsylvania, Lewis honed the craft of investing first at the multi-trillion dollar Capital Research Company, a member of the Capital Group Companies founded in 1932 and manager of the American Funds.
Lewis resides full-time in Naples, Florida, with his high school sweetheart, Carol, and their three children. As an avid fisherman, Lewis can often be found chasing tarpon in Florida’s untamed waters and backcountry.
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