Dave Lewis

Mr. David E.
Lewis, CFA MBA, is a Chief Financial Officer, Senior Vice President & Investment Advisor at FinTrust Capital Advisors LLC.
As a Financial Advisor with FinTrust, he focuses on financial planning and portfolio management for individuals, trust funds, retirement plans, non-profits and small businesses.
Mr. Lewis began his career in 1993 in the consumer services industry and has over 20 years of experience in asset valuation, portfolio management, financial analysis & planning, acquisitions and identifying financial solutions.
During his tenure in the industry, he served as the Chief Financial Officer for over 150 business units operating in California, Oregon, Washington, Nevada and the province of Quebec.
Specializing in business valuation and succession planning, his diverse experiences enabled him to serve on his former company’s 401K committee where he played a vital role in the management of $100 million in assets.
Mr. Lewis received his BS in Accounting degree from State University of New York College at Oswego and an MBA (Concentration in Finance) from the University of New Orleans.