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Lewis Johnson

Lewis Johnson

Chief Investment Officer and Managing Partner at Cwa Asset Management Group, LLC

Naples, FL , United States

About

Lewis Johnson is the Chief Investment Officer and Managing Partner at Capital Wealth Advisors, based in Naples, FL. As a co-founder, he oversees investment strategy and portfolio management for the firm, which manages over $2 billion in assets for a diverse client base. His responsibilities include formulating asset allocation, directing research, and ensuring that portfolio solutions align with clients’ objectives and risk profiles.

Johnson’s expertise spans alternative investments, value investing, and asset management, with a deep focus on alternative strategies and risk management across multiple asset classes. He brings substantial experience from prior leadership roles, including Managing Director and Portfolio Manager at Louis Dreyfus Highbridge Energy, Senior Vice President at Pequot Capital, and extensive work crafting hedge fund investment strategies. His sector experience is particularly strong in energy, equities, and alternative assets.

He holds an MBA from The Wharton School and both a Master of Arts and a Bachelor of Arts from Emory University. Johnson is recognized for his analytical approach and market insights, frequently publishing research and commentary on market trends, valuation, and risk through platforms like Trends & Tail Risks.

Career History

OrganizationRoleDate RangeDetails
Capital Wealth AdvisorsChief Investment Officer and Managing PartnerJan 2012 to Present
Fundamental Global InvestorsPresident, Co-Founder and PartnerJan 2012 to Jan 2021
Louis Dreyfus Highbridge EnergyManaging Director and Portfolio ManagerJan 2008 to Jan 2010
Pequot CapitalSenior Vice PresidentJan 2006 to Jan 2007
T. Rowe PriceVP and AnalystJan 2000 to Jan 2006
Capital Research Company (The Capital Group Companies)Equity AnalystJun 1999 to Aug 1999
Summer internship with Capital covering domestic equities within the HVAC value chain.
AYSAVice PresidentJan 1992 to Jan 1998
Researched and executed $14 billion textile yarn industry's strategic legislative and policy agenda on Capitol Hill and in international trade negotiations in Asia, Europe, and North America.

Education

The Wharton School

1998 2000

Emory University

1988 1992

Skills & Expertise

Investments
Commodity
Management
Strategic Planning
Valuation
Investment Strategies
Energy
Hedge Funds
Portfolio Management
Alternative Investments
Commodity Markets
Finance
Start-ups
Financial Advisory
Equities
Research
Strategy
Financial Modeling
Private Equity
Asset Management

Others at Cwa Asset Management Group, LLC (6)

NameRoleLocation
B
Blaine Ferguson
PartnerNaples, FL , United States
B
Brian Cook
PartnerNashville, TN , United States
M
Matt Hickey
PartnerOmaha, NE , United States
Philip Brody
Philip Brody
PartnerCharlotte, NC , United States
Hunter Grand
Hunter Grand
Associate TraderFort Myers, FL , United States
Santiago Mosquera
Santiago Mosquera
Associate TraderFort Myers, FL , United States

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