Principal, Head Of Sustainable Investing And Chief Portfolio Strategist
Current
Jan 2023 - Present
AeroLeads people directory · profile
Jonathan E. Lewis Email & Phone Number
Principal, Head of Sustainable Investing and Chief Portfolio Strategist
at
Summit Trail Advisors
1 work email found
@summittrail.com
1 phone found area 212
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal, Head of Sustainable Investing and Chief Portfolio Strategist
Location
New York, United States
Company size
Who is Jonathan E. Lewis? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan E. Lewis is listed as Principal, Head of Sustainable Investing and Chief Portfolio Strategist at Summit Trail Advisors, a with 57 employees, based in New York, United States. AeroLeads shows a work email signal at summittrail.com, phone signal with area code 212, and a matched LinkedIn profile for Jonathan E. Lewis.
Jonathan E. Lewis previously worked as Founder and President at Signatory Capital Advisors and Chief Investment Officer at Fiera Capital. Jonathan E. Lewis holds Mba, Finance And Management from Columbia University - Columbia Business School.
Company email context
Email format at Summit Trail Advisors
This section adds company-level context without repeating Jonathan E. Lewis's masked contact details.
jlewis@summittrail.com
79% confidence
AeroLeads found 1 current-domain work email signal for Jonathan E. Lewis. Compare company email patterns before reaching out.
Profile bio
About Jonathan E. Lewis
Entrepreneur, Chief Investment Officer, and endowment investment expert who leverages ESG expertise to strengthen the investment process, engage, reduce risk, and enhance returns. Demonstrated expertise in multi-asset class investing for endowments, foundations, high net-worth individuals, and insurance companies. Author, endowment committee chair, trusted leader.
Listed skills include Fixed Income, Asset Management, Portfolio Management, Investments, and 24 others.
Current workplace
Jonathan E. Lewis's current company
Company context helps verify the profile and gives searchers a useful next step.
Summit Trail Advisors
7 roles
Jonathan E. Lewis work experience
A career timeline built from the work history available for this profile.
Founder And President
Signatory Capital Advisors
Jonathan founded and was President of Signatory Capital Advisors. Jonathan has been a trader, analyst, portfolio manager, strategist, chief investment officer, asset management board director, and investment committee chair of a foundation that is a UN PRI Signatory. He has lived these roles and has a deep understanding of the opportunities and challenges for an organization seeking to achieve authentic ESG integration.
May 2021 - Jan 2023
Chief Investment Officer
Lead investment teams managing both traditional (fixed income and equity) and non-traditional assets classes for public & private funds, including endowments and foundations, and HNW families. Management committee member. Lead ESG integration. UN PRI Signatory.
Oct 2015 - Sep 2020
Chief Investment Officer & Managing Principal - Chairperson, Investment Committee
Samson Capital Advisors
Co-founder of firm. Privately held until purchase by Fiera in 2015. Asset management for family offices, HNW clients, and foundations.
Jun 2004 - Oct 2015
Chief Fixed Income Strategist
Offit Investment Group
Chairman, Investment Policy Committee; Member Wachovia Customized Fixed Income group management committee. Managing Director, Evergreen Private Asset Management.
Nov 2002 - May 2004
Portfolio Manager
Offitbank
Manage customized portfolios for private clients.
Nov 1999 - Nov 2002
Head Of Fixed Income, Portfolio Manager, Analyst
Develop total return strategies for property and casualty insurance companies. Trade Treasuries, Corporates, MBS, FX, Sovereigns. Member, Investment Committee. Member, Global Fixed Income Team. Member, CBOT Committee on Insurance Futures.
Sep 1988 - Nov 1999
Team & coworkers
Colleagues at Summit Trail Advisors
Other employees you can reach at summittrail.com. View company contacts for 57 employees →
AH
Ali Homayounfar
Colleague at Summit Trail AdvisorsNew York, United States
View →
MV
Megan Vacca
Colleague at Summit Trail AdvisorsNew York, United States
View →
JL
Joanna Lopez
Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States
View →
JD
Jerry Deren
Colleague at Summit Trail AdvisorsDallas-Fort Worth Metroplex, United States
View →
SS
Sarah Silverio, Cfa
Colleague at Summit Trail AdvisorsNew York, United States
View →
JL
Jerry Lucas
Colleague at Summit Trail AdvisorsCold Spring Harbor, New York, United States
View →
SK
Seth Katz
Colleague at Summit Trail AdvisorsNew York, United States
View →
JC
James Cantelupe
Colleague at Summit Trail AdvisorsNew York, United States
View →
JP
Jonathan Powell, Cfa
Colleague at Summit Trail AdvisorsNew York, United States
View →
BT
Blake Target
Colleague at Summit Trail AdvisorsNew York, United States
View →
Ali Homayounfar
Colleague at Summit Trail AdvisorsNew York, United States
View →
MV
Megan Vacca
Colleague at Summit Trail AdvisorsNew York, United States
View →
JL
Joanna Lopez
Colleague at Summit Trail AdvisorsNew York City Metropolitan Area, United States
View →
JD
Jerry Deren
Colleague at Summit Trail AdvisorsDallas-Fort Worth Metroplex, United States
View →
SS
Sarah Silverio, Cfa
Colleague at Summit Trail AdvisorsNew York, United States
View →
JL
Jerry Lucas
Colleague at Summit Trail AdvisorsCold Spring Harbor, New York, United States
View →
SK
Seth Katz
Colleague at Summit Trail AdvisorsNew York, United States
View →
JC
James Cantelupe
Colleague at Summit Trail AdvisorsNew York, United States
View →
JP
Jonathan Powell, Cfa
Colleague at Summit Trail AdvisorsNew York, United States
View →
BT
Blake Target
Colleague at Summit Trail AdvisorsNew York, United States
View →
3 education records
Jonathan E. Lewis education
Mba, Finance And Management
Ma, History
Ba, History, International Studies
FAQ
Frequently asked questions about Jonathan E. Lewis
Quick answers generated from the profile data available on this page.
What company does Jonathan E. Lewis work for?
Jonathan E. Lewis works for Summit Trail Advisors.
What is Jonathan E. Lewis's role at Summit Trail Advisors?
Jonathan E. Lewis is listed as Principal, Head of Sustainable Investing and Chief Portfolio Strategist at Summit Trail Advisors.
What is Jonathan E. Lewis's email address?
AeroLeads has found 1 work email signal at @summittrail.com for Jonathan E. Lewis at Summit Trail Advisors.
What is Jonathan E. Lewis's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Jonathan E. Lewis at Summit Trail Advisors.
Where is Jonathan E. Lewis based?
Jonathan E. Lewis is based in New York, United States while working with Summit Trail Advisors.
What companies has Jonathan E. Lewis worked for?
Jonathan E. Lewis has worked for Summit Trail Advisors, Signatory Capital Advisors, Fiera Capital, Samson Capital Advisors, and Offit Investment Group.
Who are Jonathan E. Lewis's colleagues at Summit Trail Advisors?
Jonathan E. Lewis's colleagues at Summit Trail Advisors include Ali Homayounfar, Megan Vacca, Joanna Lopez, Jerry Deren, and Sarah Silverio, Cfa.
How can I contact Jonathan E. Lewis?
You can use AeroLeads to view verified contact signals for Jonathan E. Lewis at Summit Trail Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jonathan E. Lewis attend?
Jonathan E. Lewis holds Mba, Finance And Management from Columbia University - Columbia Business School.
What skills is Jonathan E. Lewis known for?
Jonathan E. Lewis is listed with skills including Fixed Income, Asset Management, Portfolio Management, Investments, Trading, Strategic Planning, Tactical Asset Allocation, and Not For Profit.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial