Bart Lewis is a Managing Director and co-founder of Intellus Advisors of Raymond James. In addition to helping provide strategic direction for Intellus, Bart delivers wealth management and advisory services to families and businesses in almost 40 states across the U.S. He also serves as lead portfolio manager for all equity, fixed income, and asset allocation investment strategies at Intellus. He previously held management and advisory positions at Morgan Keegan and Legg Mason. He earned an A.B. from Harvard College in 1992, where he was an Adams House resident and sang with the Opportunes a cappella group. He has been a member of the Board of Directors of the The Harvard Club of Naples since 2008. He most recently served on the Executive Leadership Team for the 2020 American Heart Association Heart Ball for Collier and Lee Counties. In his free time, Bart enjoys reading, skiing, traveling, and fishing (so far he has completed half of his goal to catch all 12 species of billfish). He has three children and lives in Naples with his wife, Leslie.
Raymond James is not affiliated with the entities mentioned.