About us
Matthew Lewis, Private Wealth Advisor
Matthew Lewis, CFP®, CFA, CCIM, CAIA
I bring an uncommon perspective to wealth management. Before becoming a financial advisor, I worked in equity research, private equity, and commercial real estate development—roles that gave me firsthand insight into how wealth is built, managed, and sometimes lost. That breadth of experience helps me guide clients through complex challenges like equity compensation, concentrated stock positions, and tax-aware investing.
Academically, I earned my MBA from Yale, where I studied under David Swensen, the legendary chief investment officer of Yale’s endowment, and received distinction in investment management. My education also took me abroad to Cambridge and Moscow, complementing more than a decade of professional experience in cross border transactions in commercial real estate. While today I focus on advising tech professionals in the Bay Area and beyond, I continue to value the friendships and perspectives gained from my international career.
In addition to my MBA, I earned the CFP®, CFA, CCIM, and CAIA designations, reflecting a commitment to both technical excellence and fiduciary responsibility.
Advice
I’m Matt Lewis — a private wealth advisor specializing in investment management, equity compensation, and tax planning. I also provide property advice, having worked in commercial real estate.
Knowledge
Sign up for the MANATee Monitor newsletter, watch our videos, and read our blog posts to gain valuable insights about the key issues affecting the wealth of tech professionals and entrepreneurs.
