Eric Lewis, CFA, CFP®MANAGING DIRECTOR
Eric Lewis is a Managing Director at the United Capital Silicon Valley office. He revels in complex client portfolios. The more twists and turns the better, as far as he is concerned. Joel met Eric at a financial conference in 2001. After realizing that he was clearly the smartest guy in the room, Joel asked Eric to join him as a partner at Bedrock Capital Management, now the United Capital office in Silicon Valley. Eric’s intense intellect, experience and training are readily evident as he oversees client relations, tax planning and investment strategies for the office. Before joining Bedrock as partner, Eric held management positions at International Data Corporation, Hewlett-Packard, and a division of Standard & Poor’s.
Eric received a Bachelor of Arts from Princeton University and an MBA from Harvard Business School. He is a CFA Charterholder and a CFP®certificant.
Eric grew up in New York, where he took every opportunity to learn from his father, who was an economist on Wall Street and worked in the regulatory division of the New York Stock Exchange. Visiting the NYSE as a small child, Eric loved the cacophony that echoed around the floor, and it instilled a thrill he remembers today.
Eric and his wife, Sheryl, love to soak in the people, culture, food, museums and architecture as they travel around the globe. It’s hard for Eric to choose a favorite venue, mostly because he can find something enjoyable to do wherever his travels take him. And with two grown sons, traveling together as a family makes any place a great vacation.
Eric also cares deeply about philanthropy, giving both his time and resources, (“giving in tax-advantaged, intelligent ways!”). He has served on the executive boards of the South Peninsula Hebrew Day School and Congregation Beth David, for which he currently serves as member of the legacy giving committee. Eric is also the chair of the investment committee for Hillel of Silicon Valley.
When Eric’s not working, traveling, volunteering or hanging out with his family, he likes to hike and cycle the beautiful trails around the Bay. Always on a quest to learn, Eric notes, “I’m more knowledgeable today than I was yesterday but less knowledgeable than I will be tomorrow.”