NEW YORK–(BUSINESS WIRE)–Summit Path Advisors introduced the addition of Jonathan Lewis to the Funding Group as Head of Sustainable Investing and Chief Portfolio Strategist.
On this newly created function, Mr. Lewis will construct out a shopper advisory framework associated to sustainable investing and ESG points, combine an ESG threat administration framework into the supervisor due diligence course of, and assist create product options that embody a evaluate course of for shopper and Summit Path sourced Sustainable funding merchandise. Moreover, Mr. Lewis will be part of Summit Path’s Funding Committee and advise on macroeconomic and market-related points together with portfolio themes and positioning. He can be primarily based within the agency’s New York headquarters and report back to David Romhilt, Summit Path’s Chief Funding Officer.
“It’s an honor to have Jonathan be part of the Summit Path group,” acknowledged Mr. Romhilt. “Given the present debate and setting, we see a possibility for thought management in a balanced, considerate means in the identical method we method all subjects at Summit Path. Jonathan’s efforts in constructing our framework and his expertise in markets can be invaluable to our purchasers.”
Mr. Lewis brings greater than three a long time of expertise within the funding administration sector, the place he has demonstrated experience in multi-asset class investing for endowments, foundations, high-net-worth buyers, and insurance coverage firms. Beforehand, Mr. Lewis was the Founder and President of Signatory Capital Advisors LLC, a consulting agency providing bespoke providers to household workplaces and asset managers looking for steerage on funding course of governance, creating genuine ESG integration, and strategic recommendation about turning into a United Nations Precept of Accountable Investing (PRI) signatory. Previous to founding Signatory Capital Advisors, Mr. Lewis was the Chief Funding Officer for Fiera Capital within the US, the place he oversaw the agency’s funding course of, managed shopper portfolios and mutual funds, and led the agency’s ESG integration and engagement technique. Previous to Fiera, Jonathan was a co-founder and Chief Funding Officer of Samson Capital Advisors till its acquisition by Fiera. At Samson, Jonathan was instrumental within the launch of Samson’s first mutual fund, a forex technique that evaluated currencies primarily based on democracy, rule of legislation, voice and accountability and funding in social insurance policies in addition to necessary fiscal indicators. Jonathan is at the moment the Treasurer of the Phi Beta Kappa Society and Basis and chairs the endowment funding committee. He led Phi Beta Kappa to turn into a UN PRI Signatory and serves as a member of the UN PRI International Coverage Reference Group.
Mr. Lewis commented: “I’ve recognized most of the companions at Summit Path for years and have at all times admired the agency’s process-driven method to creating personalized options to shopper funding wants. It’s a nice alternative for me to work with this gifted and forward-thinking group to additional develop an method to sustainable and accountable investing that’s distinctive to Summit Path, a pure extension of its deep supervisor analysis method, and greatest suited to the agency’s extraordinary purchasers and their targets.”
Summit Path Advisors is a $16 billion impartial advisory agency with workplaces primarily based in New York, Chicago, San Francisco, Boston, Seattle, Harrisburg, and Washington DC. Based in 2015, Summit Path supplies advisory providers associated to investments, monetary planning, advantages, and insurance coverage in addition to total household workplace providers to ultra-high web price people, household workplaces and small establishments. The agency’s headquarters are in New York, NY. For extra info, please go to http://summittrail.com.
Summit Path has been a part of the Dynasty Community of impartial monetary advisory companies since inception.
