Eric Lewis
Financial Adviser and Chief Investment Officer at United Capital Silicon Valley
Based in Saratoga, United States
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Seniority
Director
Department
Finance & Accounting
Location
Saratoga
Industry
Investment Management
Company size
2
Contact information
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e•••••••@unitedcp.com
Phone
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Background
About Eric Lewis
Eric Lewis is Chief Investment Officer of Bedrock Capital Management and has been with Bedrock Capital since 2003. Eric leads the team that specializes in investments and portfolio strategy for Bedrock’s clients. An experienced analyst, Eric’s opinions have been quoted in the Wall Street Journal and other leading publications; he has spoken on national television and at numerous industry conferences. Before joining Bedrock Capital, Eric held management positions at International Data Corporation, Hewlett-Packard and a unit of Standard & Poor's. Eric is a Certified Financial Planner™ professional, CFA Charterholder, a member of the CFA Institute and the Financial Planning Association. Specialties: Financial advisor, investment management, Certified Financial Planner, Chartered Financial Analyst, strategic asset allocation, diversified portfolio management, tax planning, employee benefits analysis, retirement planning, estate planning strategies, insurance and risk analysis.
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