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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Aldrich Wealth
We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. Aldrich Wealth is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $4.5 billion in assets under management.