Lewis Asset Management

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 25 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at BlackRock and Mechanic's Bank. Lewis Asset Management is a five-advisor team managing approximately $387 million for individuals, high-net-worth clients, and pension or profit-sharing plans. The firm emphasizes long-term trading and broad-market exposure, offering customized portfolios primarily through diversified fund-based strategies with regular portfolio reviews and risk controls.

David Lewis is a financial advisor at Lewis Asset Management in Lafayette, CA, with 28 years of industry experience. He has been with Lewis Asset Management since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans through a five-advisor team, managing approximately $387 million. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios that emphasize diversified fund-based strategies aligned with clients’ objectives and risk tolerance.

David Wissinger is a financial advisor at Lewis Asset Management in Lafayette, CA, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 after 17 years at Mechanics Bank. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, managing approximately $387 million for around 276 clients through a five-advisor team. The firm focuses on long-term, diversified, fund-based investment strategies tailored to client objectives, time horizons, and risk tolerances.

Eric Aposhian is a financial advisor at Lewis Asset Management with 29 years of industry experience. He has been with Lewis Asset Management since 2017 and previously worked at FSC Securities Corporation from 2010 to 2017. In addition to his advisory role, he is licensed to sell individual life, health, and group insurance products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, managing approximately $387 million for about 276 clients through a five-advisor team. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios primarily using diversified fund-based strategies aligned with client objectives and risk tolerance.

Mark Phillips is a financial advisor at Lewis Asset Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Lewis Asset Management since 2017. Prior to that, he was with FSC Securities Corporation for 13 years and has been involved with Joyce Insurance Group and Joyce Financial Group since 2003, where he also serves as a benefits manager focusing on group health insurance and life products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, managing approximately $387 million across a five-advisor team. The firm offers discretionary and non-discretionary investment management with a focus on long-term trading and diversified fund-based strategies tailored to client objectives and risk tolerance.