Senior Vice President
Bob Lewis is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. Bob works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our organization, he spent five years serving high-net-worth families, endowments, and foundations as vice president and financial advisor for Bernstein Global Wealth Management in their Tampa and West Palm Beach offices. Before that, he served as an international sales director for Intergraph Corporation as well as vice president and general manager for a U.S. subsidiary of Asahi Chemical of Japan.
Bob earned an MBA from Northeastern University and a BS from Colby College.
Bob covers the Florida region and is based in our Atlanta office.