About us

Will Hammond, CFA

I started my career in finance at Metropolitan Life Insurance Company as a Portfolio Management Associate, helping manage a $22 billion annuities portfolio. A strong interest in the long-term drivers of company value led me to spend the next 5 years in equity research, working with top Institutional-Investor-Rated Analysts, including Drew Marcus of Deutsche Bank. A chance meeting between Drew and the CEO of United Financial Group, a Russian investment bank in which Deutsche had recently acquired a minority stake, opened the door to an opportunity in Institutional Equity Sales in Moscow. Four years later I was promoted to Director and Head of Russian Equity Sales at Deutsche Bank.

In my 8 years of working in Russia, I served as a trusted source of investment ideas in one of the world’s most volatile emerging markets, advising fund managers at T Rowe Price, Fidelity, Charlemagne Capital, The Government of Singapore and Prosperity Capital Management. Working with some of the most brilliant minds in the industry gave me an exceptional education in stock selection and adjusting sector exposure in response to changing market conditions.

Since returning from Russia in 2012, I have owned and managed two successful small business and helped build the Florida division of my family’s Southeast-based enterprise. This experience gave me a clear understanding of the challenges business owners face and the strategies used to manage and protect wealth.

My formal education includes a Bachelor of Science degree in Mechanical Engineering from The University of Alabama at Birmingham and an MBA from The University of Rochester.

Matthew Lewis, CFP®, CFA

Matthew brings a rare breadth of perspective to wealth management. Prior to becoming a financial advisor, he worked across equity research, private equity, and commercial real estate — experience that gave him a practical understanding of how wealth is created, stewarded, and, at times, eroded. This multidisciplinary background allows him to help clients navigate complex issues such as equity compensation, concentrated stock positions, and tax-aware investment strategies with clarity and discipline.

Matthew earned his MBA from Yale, where he studied under David Swensen, the longtime chief investment officer of Yale’s endowment, and received distinction in investment management. His education also included time in Cambridge and Moscow, where he became fluent in Russian, complementing more than a decade of professional experience in cross-border commercial real estate transactions. While his practice is focused on advising technology professionals in the Bay Area and beyond, he regularly advises clients with globally situated assets and international considerations..

In addition to his MBA, Matthew earned the CFP®, CFA, CCIM, and CAIA designations—credentials that reflect a sustained commitment to technical rigor, sound judgment, and fiduciary responsibility.