Lewis Stocks joined WestEnd Advisors, a Victory Capital Investment Franchise in 2019. As a Portfolio Specialist, he is a participant on the Investment Committee and has responsibility for helping communicate the firm’s investment views to clients.
Before joining WestEnd, Lewis worked as a management consultant with Dixon Hughes Goodman, LLP’s Risk Advisory practice, where he implemented business process improvements for a major money-center banking client. Prior to that role, he served as an operations manager for A2 Access, a financial services technology company focused on data-driven solutions for institutional investors to better evaluate their sell-side partnerships.
Lewis holds the Chartered Financial Analyst (CFA®) designation. He received a B.S. in Business Administration with a concentration in Finance from North Carolina State University’s Poole College of Management.Back