Marcus Lewis

Marcus Lewis

Chief Operating Officer

Marcus Lewis has a broad background of experience in public finance, business operations, process engineering and private wealth management.  Over the past 20+ years he has provided fiduciary oversight and advisory services to state and local governments, high net worth individuals, multi-generational families, foundations, endowments and retirement plans.  Marcus specializes in the organization and execution of efficient business practices and also works with several non-profit organizations to enhance their operational ability to achieve their mission.