David Lewis's Location
Chicago, IL, US
David Lewis's Work
- Managing Director @ Oxford Financial Group, Ltd.
- Senior Investment Manager Analyst - Head of Alternatives Research @ William Blair
- Senior Research Analyst @ Family Investment Office
- Assistant Investment Manager @ Rotary International
- Senior Data Analyst @ Morningstar
David Lewis's Education
- University of Wisconsin-Madison1990 - 1995
David Lewis's Skills
- Alternative Investments
- Private Equity
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investment Strategies
- Investments
- Bloomberg
- Asset Management
- Nonprofits
David Lewis's Summary
David Lewis, based in Chicago, IL, US, is currently a Managing Director at Oxford Financial Group, Ltd., bringing experience from previous roles at William Blair and Company, Multi-family Investment Office, Rotary International and Morningstar. David Lewis holds a 1990 - 1995 University of Wisconsin-Madison. With a robust skill set that includes Alternative Investments, Private Equity, Portfolio Management, Financial Modeling, Capital Markets and more, David Lewis contributes valuable insights to the industry. David Lewis has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Oxford Financial Group, Ltd. Employees
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Greg Davis
Managing Director and Oxford Investment Fellow at Oxford Financial Group, Ltd.
Indianapolis, IN, US45+ -
ViewSue McMillen
Vice President, Chief Talent Officer at Oxford Financial Group, Ltd.
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