David Lewis

Functional Consultant

David Lewis is a seasoned professional with a background in finance and consulting. Currently serving as a Functional Consultant at HSO since June 2022, David previously held various roles in financial advisory at Edward Jones from June 2017 to June 2019, including Financial Advisor and Financial Advisor Trainee. David's early career includes experience as a Caddy at the Pittsburgh Field Club from May 2010 to September 2016. David holds a Bachelor of Science in Finance from Miami University, earned between 2014 and 2018, and graduated from Fox Chapel Area High School in 2014.

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