ABOUT
Ray Lewis, CFA, is a Senior Wealth Advisor at Alexandria Capital. He has over 20 years of experience as a portfolio manager, research analyst, and financial advisor. And as such, he can provide clients with "clear, impartial advice on all types of financial matters."
Ray was a research analyst and portfolio manager with Evercore Asset Management and Angelo, Gordon & Co before joining FIC Capital which eventually became Alexandria Capital. Prior to that, he was a sell-side analyst with KeyBanc Capital Markets and Schroders. He started his career in investment research working on the Value Line Investment Survey.
Ray graduated from Tufts University with a dual degree in History and International Relations and completed a professional education program at Harvard Business School. He has been a CFA Charterholder since 2001 and is a member of the CFA Institute and the CFA Society of Boston.
I cannot speak highly enough about the outstanding care and attention Ray Lewis and Augustine Hong at Alexandria Capital provide to my family. They are always accessible, truly listen to our needs, and communicate with clarity and understanding.
- PATRICK B.
I cannot speak highly enough about the outstanding care and attention Ray Lewis and Augustine Hong at Alexandria Capital provide to my family. They are always accessible, truly listen to our needs, and communicate with clarity and understanding. Beyond managing our portfolio—which has performed exceptionally well—they take the time to understand our dreams, hopes, and even our fears. It’s not just about numbers or performance; it’s about the peace of mind that comes with knowing they are genuinely looking out for us. Their personalized approach and dedication to our financial well-being have been invaluable, and we’re grateful to have them guiding us.
- PATRICK B.
Disclaimer: Patrick is a client of Alexandria Capital & Hightower Advisors, LLC. No compensation was given in exchange for their testimony.
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HTA Client Relationship Summary
HTS Client Relationship Summary
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