Hunter Lewis LLC

Investment math you won’t believe. #HunterLewis #Investing #Charlottesville

Hunter Lewis LLC does not provide legal or accounting advice, but, in addition to HSAs,  is very familiar with complicated trusts and family investment vehicles,  401Ks, IRAs, Roth IRAs, 403Bs, brokerage accounts, pensions, 529 Education Plans, etc. Please visit our website and regulatory filings to learn more.   #HunterLewisLLC #Investing #Charlottesville

Justin Suksengdow leads our data analytics and automation team and is involved in investment analysis and portfolio management. He is a graduate of the University of Alabama, and holds a master’s degree in Marketing with specialization in Analytics as well as bachelor’s degrees in finance and economics. If you’re interested in learning more about our team, head to: https://lnkd.in/eAPvbEpZ #HunterLewis #Charlottesville #Investing

Henry Lewis advises our marketing team and client relations team in addition to working as Co-Founder and Director of Sales & Marketing with Sudoc, a Lewis affiliated company providing green chemistry solutions. He also serves on the board of the Bhutan Foundation and has written or edited books on banking, philosophy, and the Georgian language. Fluent in Spanish and proficient in Mandarin, he graduated Summa Cum Laude from the College of William & Mary where he was a Monroe Scholar. Learn more about Henry and our other team members at our website: https://lnkd.in/eBWgv2YE #HunterLewis #Charlottesville #Investing

Ila Kimata serves as the head of the Lewis family office and also serves as a Portfolio Manager for Hunter Lewis LLC. Ila received her Bachelor of Arts degree in English and Russian Language and Literature from the University of Virginia in 2019. Learn more about Ila and our other team members by visiting our website: https://lnkd.in/dWSxnZkg #HunterLewis #Charlottesville #investing

What makes HL different? 1) Our senior principals have decades of experience working with leading individuals, families, and institutional clients. 2) We have no specified minimum account size. 3) Our starting annual fee is a maximum of 0.40% for all clients. 4) You will work with a member of our staff; we are not a robo adviser. For more information about fees, please see our Form ADV https://rb.gy/mlp0fw (https://rb.gy/mlp0fw) #HunterLewis #Charlottesville #Investing

Meet Chris Peace. Chris heads our client relations team. He is a graduate of the University of Virginia where he earned a degree in American Studies and was captain of the varsity football team. After college, Chris played outside linebacker in the National Football League (NFL) for the Los Angeles Chargers and the New York Giants. After the NFL, he returned to the University of Virginia as a member of the football coaching staff prior to joining Hunter Lewis LLC. If you’re interested in learning more about our team, head to: https://lnkd.in/eAPvbEpZ #HunterLewis #Investing #Charlottesville

What makes HL different?    1) Our principals have over 40 years of experience working with leading individuals, families, and institutional clients.  2) We have no specified minimum account size.  3) Our starting annual fee is a maximum of 0.40% for all clients. 4) You will work with a member of our staff; we are not a robo adviser.     For more information about fees, please see our Form ADV https://rb.gy/mlp0fw (https://rb.gy/mlp0fw) #HunterLewis #Investing #Charlottesville

Stephanie Bosserman began her career as an investment associate and then research analyst for Cambridge Associates, LLC. She then served as a Senior Economic Analyst and Senior Treasury Analyst for COMSAT. After COMSAT, Stephanie assisted Hunter Lewis with his personal investments and also joined a family office for another very high net worth family. She holds a B.S. in International Economics from Georgetown University, and an M.S. in Industrial and Operations Engineering from the University of Michigan. If you're interested in learning more about our team, head to: https://lnkd.in/eAPvbEpZ #HunterLewis #Investing #Charlottesville

Many of you have been asking Chris Peace what he’s been up to lately… We’re excited to share more about his journey and the work we're doing at Hunter Lewis LLC through online content. Want to dive into the investment world or understand finances better? Connect with us here or at @hunterlewisllc on Instagram where I'll be posting insight about our firm and educational financial content. #HunterLewis #Charlottesville #Investing