Bart Lewis
Managing PartnerAs Managing Partner and co-founder of Intellus Advisors, Bart Lewis provides strategic leadership and personalized wealth management to families and business owners in nearly 40 states. He helps clients navigate markets and major life transitions with a focus on protecting what matters today while preparing for tomorrow’s opportunities.
With more than three decades of experience, Bart serves as the firm’s lead portfolio strategist, overseeing all equity, fixed-income, and asset-allocation decisions. Before co-founding Intellus, he held leadership and advisory roles at Raymond James, Morgan Keegan, and Legg Mason.
Bart graduated from Harvard College in 1992, where he was an Adams House resident and a member of the Harvard Opportunes a cappella group. He remains active in his professional and local communities, including past service on the Board of Directors of the Harvard Club of Naples and the Executive Leadership Team for the American Heart Association Heart Ball for Collier and Lee Counties.
He lives in Naples with his wife, Leslie, and their three children. Outside of work, Bart enjoys reading, skiing, traveling, and fishing - and is halfway to his goal of catching all twelve species of billfish.
Raymond James is not affiliated with the above organizations and/or charitable causes.