Tristan Lewis
Tristan Lewis is the Co-Founder of Objective Capital Management, an independent wealth management firm based in Cleveland, Ohio. He thinks of OCM as a company forged from the best practices of those traditional firms with the innovations of the modern independent model. Prior to Co-Founding OCM in 2011, Tristan spent more than seven years in the Private Wealth divisions of some of Wall Street’s biggest brokerages, including Bear Stearns, Merrill Lynch and Morgan Stanley.
Tristan Lewis Professional Experience / Academic History
Professional Experience
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Co-Founder
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Financial Advisor
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Financial Advisor
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Financial Advisor
Academic History
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Bachelor of Arts, International Business, French
Tristan Lewis maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative.
He specializes in wealth management, alternative investments, fixed income, equities, and asset management, among others.