Mr. Lewis began his career in Washington, D.C. at Kidder Peabody in 1988 and has held various advisory and management positions across the industry. Mr. Lewis provides personalized investment management services based on Quality Investing and Behavioral based Modern Portfolio Modeling. Refined over two decades, this strategy is committed to efficiently produce returns, while minimizing risk over various market cycles. Adhering to this prudent and consistent investment philosophy has enabled our clients to weather the volatility of market conditions and help Mr. Lewis grow a business of integrity.
Before entering the industry, Mr. Lewis served in the U.S. Navy as a Leading Navigation Petty Officer and then went on to become a graduate of University of Maryland earning a Bachelor of Science degree in Business Management and Engineering. He resides with his family in the heart of Maryland where he is active in his community and social committees. John has authored children’s books as well as a manual on financial literacy. He is a member of the Bucknell Club of Baltimore and Parents Council for Susquehanna University. Mr. Lewis has actively coached basketball, softball, soccer and volleyball for over 15 yrs.