CoverProfile

W. Elliot Lewis

Investment Manager

Truist Wealth

United States, South Carolina, Charleston County

About Me

Front office investment professional with extensive knowledge of portfolio management and construction, performance attribution and measurement, and manager due diligence. Highly motivated self starter possessing the unique ability to not only understand the investment process, but also articulate it to clients and prospects in a comprehensive and personable manner.

Profile Information

Investment Manager

Truist Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Charleston County

South Carolina

United States

Sep 20, 2024

More profiles to browse

DJ
Douglas Johnson
Vice President & Portfolio Manager
Profile Photo
Erin Aber
Senior Vice President & Senior CSR/ESG Program Manager- Communications and Engagement
Profile Photo
Carolann Grieve
Managing Director of Family Governance
Profile Photo
Mark Knezevich
SVP & Senior Product Manager, Alternative Investments

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc