Our Team

Maximizing knowledge, minimizing risk

Steve Lewis

Portfolio Manager

Steve Lewis

Phone: 919-490-6717 ext. 115

Mr. Lewis joined Verity in 2006. He is the portfolio manager for Verity’s Small/Mid-Cap, Multi-Cap, and Tactical Multi-Cap Value model portfolios.

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.