FORT MYERS, Fla. (March 13, 2024) – Uhler Vertich White Advisors recently hosted clients at Alliance for the Arts for “The Experts Speak,” its annual program that features financial authorities presenting information about timely topics.
This year’s expert, Raphael Lewis, head of specialist research at Newton Investment Management, presented on the benefits of nontraditional research. Lewis shared insights on how his team uses thematic research, geopolitical research, private markets and forensic accounting to provide deep-dive channel research to their investment partners.
“This annual event is always well received by our clients. They truly appreciate the opportunity to better understand current events as they relate to their investments. Plus, our team enjoys making these valuable connections,” said Tom Uhler, co-founder and principal of Uhler Vertich White Advisors.
Lewis joined Newton in 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. He has a bachelor’s degree in Peace and Conflict Studies from University College, University of Toronto, and a master’s degree in print journalism from Columbia University. Before joining Newton, Lewis was director of the investigative research team at Mellon Investments Corporation and The Boston Company Asset Management, both BNY Mellon group companies.
Uhler Vertich White Advisors, an independent registered investment advisory firm founded in 2002, is dedicated to the success of its clients’ personal, family, financial and charitable goals. The firm’s advisers assist families in becoming and remaining financially independent with comprehensive plans designed to maximize income, minimize taxes, protect against the unexpected and provide for the efficient transfer of accumulated wealth. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit www.uvwadvisors.com or call 239-936-6300.
Investment advisory services are offered through Uhler Vertich White Advisors. Uhler Vertich White Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisers nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisers throughout the United States, Canada and overseas. Total client assets are approximately $1.22 trillion as of March 31, 2023. Additional information is available at www.raymondjames.com.
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