Managing Director, Partner
A national financial services company that serves high net worth and institutional clients. It is fully-capitalized by institutional investors and senior financial services executives who have no interest or involvement with its product selection or research, which eliminates conflicts of interest.
Alev Lewis is a Managing Director, Partner and co-founder of Acacia Wealth Advisors. She has more than 30 years of experience in accounting, investment, financial and tax planning. Alev delivers comprehensive, sophisticated wealth management advice to a diverse group of clients, including ultra-high-net-worth individuals and their families, entrepreneurs and executives. After her tenure at Ernst & Young and prior to Acacia Wealth Advisors and HighTower, Alev was the West Regional Director of Wealth Management Consulting at one of the largest financial institutions in the country. Alev earned her Master degree in Business and Taxation from Golden Gate University, and her undergraduate degree is from the University of California Los Angeles. She is a Certified Public Accountant (CPA), and holds the Personal Financial Specialist™ (PFS™) and Certified Investment Analyst® (CIMA®) designations. As an active member of the community, Alev serves as the Treasurer on the Board of Trustees for Los Angeles Ronald McDonald House. She is also a member of National Association of Women Business Owners – Los Angeles (NAWBO-LA) and the Ernst & Young Alumni Advisory Council. Her other professional affiliations include memberships in Investment Management Consultants Association (IMCA), the American Institute of Certified Public Accountants (AICPA) and California Society of CPAs.
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