Dave Lewis
Director of Finance/CFO at FinTrust Capital Advisors LLC
Dave Lewis active positions
| Companies | Position | Start | End |
|---|---|---|---|
FinTrust Capital Advisors LLC
 FinTrust Capital Advisors LLC Investment ManagersFinance FinTrust Capital Advisors LLC (FCA) is a SEC-registered investment adviser headquartered in Greenville, South Carolina. The firm was co-founded by Pat Sheridan in 2007 as Broad Street Capital Advisors LLC. They are a wholly owned subsidiary of United Community Banks, Inc. (NASDAQ: UCBI). FCA provides investment advisory services to personal wealth clients such as individuals, trusts, estates, and family offices and to corporate and institutional clients. | Director of Finance/CFO | 2012-12-31 | - |
| Portfolio Manager-Equities | 2012-12-31 | - |
Career history of Dave Lewis
Former positions of Dave Lewis
| Companies | Position | Start | End |
|---|---|---|---|
FinTrust Investment Advisory Services LLC
 FinTrust Investment Advisory Services LLC Investment ManagersFinance Founded in 2008, FinTrust Investment Advisory Services LLC is a registered investment advisor located in Greenville, South Carolina. The firm is a subsidiary of FinTrust Advisors LLC. They were formerly known as Elliott Davis Investment Advisors. FinTrust Investment Advisory Services provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Portfolio Manager-Equities | - | 2018-02-28 |
Training of Dave Lewis
| State University of New York College at Oswego | Undergraduate Degree |
| University of New Orleans | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
FinTrust Investment Advisory Services LLC
FinTrust Investment Advisory Services LLC Investment ManagersFinance Founded in 2008, FinTrust Investment Advisory Services LLC is a registered investment advisor located in Greenville, South Carolina. The firm is a subsidiary of FinTrust Advisors LLC. They were formerly known as Elliott Davis Investment Advisors. FinTrust Investment Advisory Services provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |
FinTrust Capital Advisors LLC
FinTrust Capital Advisors LLC Investment ManagersFinance FinTrust Capital Advisors LLC (FCA) is a SEC-registered investment adviser headquartered in Greenville, South Carolina. The firm was co-founded by Pat Sheridan in 2007 as Broad Street Capital Advisors LLC. They are a wholly owned subsidiary of United Community Banks, Inc. (NASDAQ: UCBI). FCA provides investment advisory services to personal wealth clients such as individuals, trusts, estates, and family offices and to corporate and institutional clients. | Finance |
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