Our Team

Maximizing knowledge, minimizing risk

Steve Lewis

Portfolio Manager

Steve Lewis

Phone: 919-490-6717 ext. 115

Mr. Lewis is the portfolio manager for Small / Mid Cap and serves as a member of the investment committee.

He joined Verity, assuming a position on the investment committee, in 2006, and assumed the reins of Verity’s Institutional Services in 2009.

His background includes nine years at Dreyfus, where he spearheaded the development and rollout of the Dreyfus Managed Portfolio, a discretionary managed mutual fund wrap program. While at Dreyfus, he also served as Personal Adviser to over two hundred high net worth families, with assets under advisement exceeding $500,000,000.

After leaving Dreyfus, Mr. Lewis started and ran a hedge fund for two years before moving to JPMorgan Chase as a Vice President of Investments.