Jonathan Lewis Email & Phone Number
Managing Partner @ Evolve Private Wealth
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Jonathan Lewis Location
- Los Angeles, CA, US
Jonathan Lewis Work
- 2022 -now Managing Partner @
- 2000 -2022 Managing Director- Investments @ Wells Fargo Advisors
- 1994 -2000 Senior VP investments @ Smith Barney
Jonathan Lewis Education
- UCLA Anderson School of Management
Master of Business Administration (MBA) (Finance and Real Estate)
1981-1983 - Southampton University
Bachelor of Science (Law and Accounting)
1973-1976
Jonathan Lewis Skills
- Investments
- Insurance
- Financial Advisory
- Finance
- Mutual Funds
- Management
- Financial Analysis
- Equities
- Financial Advice
- Wealth Management
- Portfolio Management
- Asset Management
- Investment Advisory
- Series 7
- Business Development
- Customer Service
- Leadership
- Microsoft Office
- Banking
- Loans
- Risk Management
- Credit
- Financial Services
- Strategic Planning
- Retirement Planning
- Relationship Management
- Microsoft Excel
- PowerPoint
- Commercial Banking
- Commercial Lending
- Asset Allocation
- Consumer Lending
- Series 63
- Refinance
- Loan Origination
- Financial Modeling
- Small Business Lending
- Cash Management
- Life Insurance
- Mortgage Lending
- Analysis
- Residential Mortgages
- Wealth
- Fixed Annuities
- Budgets
- Financial Planning
- Strategic Financial Planning
Jonathan Lewis Summary
- Jonathan Lewis, based in Los Angeles, CA, US, is currently a Managing Partner at Evolve Private Wealth. Jonathan Lewis brings experience from previous roles at Wells Fargo Advisors and Smith Barney. Jonathan Lewis holds a 1981 - 1983 Master of Business Administration (MBA) in Finance and Real Estate @ UCLA Anderson School of Management. With a robust skill set that includes Investments, Insurance, Financial Advisory, Finance, Mutual Funds and more. Jonathan Lewis has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Evolve Private Wealth Employees
Emily Smith
Director of Wealth Strategy
New York, NY, US
Razmig der-Tavitian
Chief Investment Officer, Managing Partner
Los Angeles, CA, US
Hank Krakover
Partner- Portfolio Manager, SLK Private Wealth
Los Angeles, CA, US
Marci Baines
Office Manager
Los Angeles, CA, US
Armen Kesian
Client Relationship Manager
Los Angeles, CA, US
Adam Weinstock
Managing Partner
Los Angeles, CA, US
Brett Cohen
Managing Partner
New York, NY, US
Luke McGrath
Associate Director, Relationship Manager
New York, NY, US
Nicholas Andrian
Senior Associate, Data Analytics
Los Angeles, CA, US
Jack Marsopian
Client Administrator
Pasadena, CA, US
America Henriquez
Associate
Los Angeles, CA, US
Adam Schwartz
Investment Operations and Research Analyst
Calabasas, CA, US
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