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Craig Lewis, CFA

Craig Lewis
President
919.945.2457
Hometown: Wallkill, NY
Education
  • B.A. in Economics, Notre Dame
  • M.B.A., UNC – Chapel Hill
Work History
  • Manchester Capital Management
  • Franklin Street Partners
  • Essex Investment Management
  • Putnam Investments
  • Keystone Investments
  • The Boston Company
  • United States Army

As president of Investors Trust, Craig S. Lewis oversees day-to-day operations and manages the Investors Trust team who provides the personalized service necessary to meet a wide range of clients’ investment, retirement, and other financial planning needs.

Craig has more than 25 years of leadership experience in investment-related businesses and served most recently as chief investment strategist for Manchester Capital Management in Manchester, Vermont, where he was responsible for asset allocation, investment selection, and client communications for relationships totaling more than $4 billion in assets under management. Prior to that role, Craig served for 12 years as the chief investment officer for Franklin Street Partners in Chapel Hill, North Carolina. Additional roles that Craig has held include principal and portfolio manager for Essex Investment Management, portfolio manager for Putnam Investments, and analyst for Keystone Investments, all of which were based in Boston, Massachusetts. Craig also attained the rank of captain while serving in the US Army Reserve for 10 years.

Craig earned a bachelor’s degree in economics from the University of Notre Dame and a Master of Business Administration with a concentration in finance from the University of North Carolina at Chapel Hill.

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