< Back to our team

My Story

James Lewis, CFA, is an Equity Research Analyst covering the consumer, healthcare, financials, and materials sectors. Prior to joining Bartlett, James was employed at Provident Investment Advisors and Provident Bank managing investment portfolios for individuals, institutional clients and mutual funds as well as performing research responsibilities. James is a Chartered Financial Analyst.

James graduated with a MBA from Xavier University and a BS from the University of Rio Grande in Accounting.

James joined Bartlett Wealth Management in 2004, and has 21 years of investment experience.

James M. Lewis

Portfolio Manager, Senior Equity Research Analyst