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Joe is a founding partner of The Lewis Group and serves as the lead investment strategist and portfolio manager for the team. He believes in a goals-based wealth management approach and customized investment strategies designed to manage risk and adapt to changing economic conditions and evolving personal needs.
Part of the investment and private banking industry since 1996, Joe has previous tenure at SunTrust, UBS, and Morgan Stanley prior to his career at BB&T Scott & Stringfellow. His extensive knowledge of economics and financial markets allows the team to provide comprehensive financial plans and portfolio recommendations tailored to the needs of each client and family.
Joe’s community involvement includes serving as the former chair of the Alumni Advisory Board for The Longwood College of Business & Economics. He is a past Board and Founding Member of the Richmond Giving Circle, former President of the Commonwealth Association of Financial Professionals, past President of the Foundation Board for Boaz & Ruth and prior Fundraising Committee Member for the Massey Cancer Center. Joe currently serves on the BB&T Scott & Stringfellow Advisory Board as an advocate for clients, advisors, and associates. He recently joined Capital & Career Accelerator’s Advisory Board as well as the Board of the VCU Foundation, where he serves on the Investment Committee.
Joe received his Bachelor of Science in Business with a concentration in Finance from Longwood University in 1996 and a Master’s degree in Financial Economics from Virginia Commonwealth University in 2000. Joe has obtained his Certified Investment Management Analyst (CIMA®) designation, delivered by the Investments & Wealth Institute and taught in conjunction with the Yale University School of Management.
Joe currently lives in Midlothian, Virginia, with his wife, Dr. Christina Bartholomew, and their three children, Abby, Jack, and Tyler. He enjoys spending time with his family, coaching basketball, camping, and boating at Smith Mountain Lake. In his spare time, Joe loves to hike, run, bike and has completed several marathons and triathlons.