Michael Lewis is the Managing Director of Wealth Strategies at Vernal Point Advisors and joined the firm in 2015. In this role he works with Vernal Point’s most complex clients (multi-generational families, GPs of elite investment firms, and founders of public and private companies) to help provide decision context and strategic organization around their wealth planning objectives. He is also involved in the development of the firm's financial decision-making tools, portfolio construction methods, and systems. He is instrumental in helping Vernal Point deliver cost-efficient customization and wealth planning services to our client base.
From 2008 to 2015, Michael worked at Aspiriant, where he served as a wealth manager to over 50 affluent families and family office clients and was deeply involved in developing the firm's wealth planning tools and intellectual property.
Michael was a contributing author to the book "Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions, 2nd Edition," published in 2016. He received his B.A. in Literature from the UC San Diego. He is a Certified Financial Planner.