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    Steven Lewis

    Charlotte, North Carolina

    Managing Partner

    Co-active Capital

    Specialties

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    Where I've Worked
    C

    2018 – Present

    Managing Partner

    Co-active Capital
    R

    2013 – 2018

    Senior Vice President of Marketing & Managing Director

    Randolph Square Ip & Ip Financial
    W

    Jan 2013 – Jun 2015

    Head of Client Services & SVP of Marketing

    Willingdon Wealth Management
    W

    2012 – 2015

    Head of Client Services & Senior Vice-president of Marketing

    Willingdon Wealth Management
    C

    Jan 2010 – Jan 2012

    Head of Investor Relations & Managing Director

    Cazenovia Creek/Cortview Capital
    R

    2009 – 2012

    Cre Cdo

    RAIT SECURITIES, LLC & Cortview Capital
    R

    Jan 2009 – Jan 2010

    Managing Director & Co-Head of Broker Dealer

    Rait Securities
    Wells Fargo Securities logo

    Jan 2003 – Jan 2009

    Managing Director

    Wells Fargo Securities
    W

    2003 – 2009

    Managing Director

    Wells Fargo, First Union, Wachovia Bank
    W

    Jan 1999 – Jan 2003

    Director, Generalist Fixed Income Sales

    Wachovia Securities
    F

    1994 – 1999

    Vice President, Fixed Income

    First Union Capital Markets
    Where I've Studied

    BS, Business Administration

    Washington and Lee University

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    Co-active Capital

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