Jonathan E. Lewis
Jonathan is the Chief Investment Officer for Fiera Capital’s U.S. division, chairs the Fixed Income Investment Committee, and is a member of the Management Committee and the Tactical Asset Allocation Committee.
Jonathan was a co-founder of Samson Capital Advisors LLC. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. He was a Managing Principal, Chief Investment Officer and a member of the Management Committee. His comments regularly appear in The Wall Street Journal, Reuters, and Bloomberg News and he has appeared on Bloomberg TV, CNBC, and PBS’ Nightly Business Report.
Prior to Samson, he was the Chief Fixed Income Strategist at OFFIT Investment Group (formerly OFFITBANK), which he joined in 1999. Jonathan also chaired its Portfolio Strategy Committee. In that capacity, he served as Managing Director of Fixed Income for Evergreen Private Asset Management, which managed $18 billion in private client assets. He also served as a member of Evergreen’s Customized Fixed Income Management Team, overseeing more than $100 billion in fixed income assets. From 1988 through 1999, Jonathan was a Portfolio Manager and Vice President with Skandia Asset Management, where he served as Head of Fixed Income, and a member of the firm’s Global Fixed Income Investment Policy Committee for the firm’s insurance related portfolios. From 1986 to 1988, Jonathan was a money market trader at Dean Witter Reynolds.
Jonathan is an active member of Business Executives for National Security, an organization comprised of senior American business leaders contributing potential solutions to national security problems. He is the author of Spy Capitalism: Itek and the CIA (Yale University Press, 2002) and the co-author of CIA Deputy Director Richard Bissell’s memoirs: Reflections of a Cold Warrior (Yale University Press, 1996). He is a member of the Investment Committee of The Phi Beta Kappa Foundation and served as a trustee of the Fellows of Phi Beta Kappa. He is a former trustee of the Scarsdale Board of Education. He served as President of the Juvenile Diabetes Research Foundation of Westchester County and remains on its board of chancellors.
Jonathan holds an MA from New York University Graduate School of Arts and Sciences, and an MBA from the Columbia University Graduate School of Business. He is a Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill.
