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John N. Lewis, CFA ®

Portfolio Consultant

John Lewis, CFA ®

With more than 25 years of experience in the investment industry, in roles ranging from investment banker to hedge fund manager, John brings a broad perspective to client engagements. John actively manages balanced portfolios for non-profit organizations and individual clients as well as investment grade portfolios for public sector clients.

Prior experience

+ New Albany Capital Partners, LLC, Founder and Chief Investment Officer

+ Sweetwater Asset Management, LLC, SVP, Partner, and Chief Investment Officer

Education

+ Bachelor of Science in Accounting, The Ohio State University, 1991

Certifications

+ Chartered Financial Analyst (CFA®), 1999

+ Series 50 (inactive)

Personal

John joined the Marines a few days before his 18th birthday and has lived in the Columbus area since graduating from OSU. He and his wife, Linda, have one child, Tyler, currently studying nuclear engineering at Purdue. In his spare time, John enjoys flying his Cessna and swims with the New Albany Masters swim team.