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James M. Lewis, CFA

Portfolio Manager, Senior Equity Research Analyst

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.

History at Bartlett
  • Joined Bartlett in 2004
Certifications and Designations
  • Chartered Financial Analyst (CFA)
  • University of Rio Grande, BS in Accounting, 1992
  • Xavier University, MBA, 1998
Community Involvement
  • SW Ohio Baseball League, since 2005

Where can we help you go next?

Contact a member of the Bartlett team today.