The Forest at Duke
Craig Lewis serves as President of Investors Trust Company since December 2020, overseeing operations and managing a team dedicated to trust administration, investment management, financial planning, and client service for 250 high-net-worth and institutional clients. Additionally, Craig holds roles as Treasurer for the Notre Dame Club of Eastern North Carolina and Vice Chairman of the Board at The Forest at Duke. Previously, Craig was Chief Investment Strategist at Manchester Capital Management LLC and Chief Investment Officer at Franklin Street Partners, among other significant positions in investment management. Craig holds an MBA from UNC Kenan-Flagler Business School and a BA in Economics from the University of Notre Dame.
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The Forest at Duke
Internationally accredited by CARF/CCAC, Fitch rated, and neighbor to the Duke University campus and medical center, The Forest at Duke is a vibrant, not-for-profit 501(c)3 continuing care retirement community. Over 800 residents from 38 different states have chosen to call The Forest home since its opening in 1992. Today, 400 people enjoy life at The Forest and over 250 team members are an integral part of their lives. Residents are professors, gardeners, authors, CEOs, community volunteers, opera buffs, engineers, librarians, homemakers, artists - folks from all walks of life who embrace and celebrate the rich dimensions of their diversity. A passion for personal growth, along with comfort, security and peace of mind drew them here. Freedom to live life confidently and to the fullest is what they've found. Our mission is to provide a caring, responsible community that fosters the independence of residents of retirement age by enhancing their ability to lead purposeful, active, healthy and secure lives.