David Lewis

Owner | Principal

(925) 284-4033

dave@lewisam.com

David is the owner of Lewis Asset Management, where he oversees his clients’ portfolio management and financial planning. He spent the first part of his 20+ years in the financial industry at large broker-dealers and financial...
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Eric Aposhian

Investment Advisory Representative

Eric is an Investment Advisory Representative with Lewis Asset Management, where he helps manage the firm’s retail investors’ money. He has been in the financial services industry for over 20 years and brings his experience...
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Mark J. Phillips

Investment Advisory Representative

Mark is an Investment Advisory Representative with Lewis Asset Management, where he helps monitor client accounts, assess client needs, and provide fast and efficient customer service. He has been in the financial services industry for...
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Natasha Prymost

Operations Manager

natasha@lewisam.com

Natasha wears many hats at Lewis Asset Management and helps with everything from bookkeeping to vendor communications to office management. She helps the office run smoothly so that the team can focus on helping clients pursue their...

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