Miles Lewis

Senior Trader at Aldrich Wealth

Miles Lewis is a Senior Trader at Aldrich Wealth since May 2022 and previously held the position of Trader. In addition to trading, Miles has been a Baseball Coach at Jesuit High School Portland since July 2021 and served as a Baseball Coach at Lakeridge High School from May 2011 to June 2021. Miles was a Senior Operations Associate at tru Independence from November 2017 to May 2022, where operations support included benchmarking fees and returns for 401(k) plans, as well as managing model portfolios using various financial tools. An earlier role as an Analyst at Portland Private Wealth Management, Inc. from September 2014 to November 2017 involved creating and analyzing model portfolios. Academic credentials feature a Bachelor of Science in Business Administration with a focus on Finance from the University of Oregon and earlier education at Menlo College and Lakeridge High School.

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