Profiel
Mr. Jonathan E.
Lewis is a Chief Investment Officer at Fiera Capital, Inc. He chairs the Fixed Income Investment Committee, and is a member of the Management Committee and the Tactical Asset Allocation Committee.
He manages fixed income portfolios for high net worth individuals and institutions.
As chair of its investment committee, he supervised the design, development, and implementation of the investment and risk management processes central to the firm’s approach to taxable and tax-efficient investing.
In this position, he designed the quarterly planning process that serves as a foundation of the firm’s longer-term outlook, risk management approach, and the quality control techniques used in its peer review process.
His work in currency investing led Samson to launch its first mutual fund.
Mr. Lewis was a co-founder of Samson Capital Advisors LLC.
Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan.
Prior to Samson, he was the Chief Fixed Income Strategist at OFFIT Investment Group (formerly OFFITBANK), which he joined in 1999.
From 1988 through 1999, he was a Portfolio Manager and Vice President with Skandia Asset Management.
From 1986 to 1988, he was a money market trader at Dean Witter Reynolds.
He holds an MA from New York University Graduate School of Arts and Sciences, and an MBA from the Columbia University Graduate School of Business.
He is a Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill.
He is an active member of Business Executives for National Security
Eerdere bekende functies van Jonathan Edward Lewis
| Bedrijven | Functie | Einde |
|---|---|---|
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Chief Investment Officer | 01-09-2020 |
OFFIT Investment Group
 OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Corporate Officer/Principal | 31-12-2003 |
DnB NOR Asset Management (US), Inc.
 DnB NOR Asset Management (US), Inc. Investment ManagersFinance Part of DNB Asset Management AS (Sweden), DnB NOR Asset Management (US), Inc. provides investment advice. The company is based in New York, NY. | Corporate Officer/Principal | 31-12-1998 |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 31-12-1987 |
Samson Capital Advisors LLC
 Samson Capital Advisors LLC Investment ManagersFinance Founded in 2004, Samson Capital Advisors LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Fiera Capital Corp. (FSZ: Toronto). Samson Capital Advisors provides customized discretionary investment management services to US high net-worth individuals and institutional advisory clients, including affluent families and their foundations. The firm also manages a family of private investment funds, as well as the Samson STRONG Nations Currency Fund, a 1940 Act registered investment company that operates as an open-ended mutual fund. | Oprichter | - |
Opleiding van Jonathan Edward Lewis
| New York University | Graduate Degree |
| The University of North Carolina at Charlotte | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
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| Bedrijven in privébezit | 5 |
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Samson Capital Advisors LLC
Samson Capital Advisors LLC Investment ManagersFinance Founded in 2004, Samson Capital Advisors LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Fiera Capital Corp. (FSZ: Toronto). Samson Capital Advisors provides customized discretionary investment management services to US high net-worth individuals and institutional advisory clients, including affluent families and their foundations. The firm also manages a family of private investment funds, as well as the Samson STRONG Nations Currency Fund, a 1940 Act registered investment company that operates as an open-ended mutual fund. | Finance |
OFFIT Investment Group
OFFIT Investment Group Major BanksFinance OFFITBANK is a New York State chartered trust bank. Originally founded by Morris W. Offit in 1983 as Offit Associates, the firm converted to a trust bank in 1990. In September 1999, they became the flagship wealth management subsidiary of Wachovia Corporation (NYSE: WB). OFFITBANK and their affiliates manage assets in the high grade, high yield, municipal, equity/balanced and emerging markets sectors. Individuals and non-profit institutions account for the majority of these assets. Core equity management is provided by Wachovia | Finance |
| Dean Witter Reynolds, Inc. | Finance |
DnB NOR Asset Management (US), Inc.
DnB NOR Asset Management (US), Inc. Investment ManagersFinance Part of DNB Asset Management AS (Sweden), DnB NOR Asset Management (US), Inc. provides investment advice. The company is based in New York, NY. | Finance |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
