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Lewis Johnson
Chief Investment Officer and Managing Partner at Cwa Asset Management Group, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Wealth Advisors | Chief Investment Officer and Managing Partner | Jan 2012 to Present | — |
| Fundamental Global Investors | President, Co-Founder and Partner | Jan 2012 to Jan 2021 | — |
| Louis Dreyfus Highbridge Energy | Managing Director and Portfolio Manager | Jan 2008 to Jan 2010 | — |
| Pequot Capital | Senior Vice President | Jan 2006 to Jan 2007 | — |
| T. Rowe Price | VP and Analyst | Jan 2000 to Jan 2006 | — |
| Capital Research Company (The Capital Group Companies) | Equity Analyst | Jun 1999 to Aug 1999 | Summer internship with Capital covering domestic equities within the HVAC value chain. |
| AYSA | Vice President | Jan 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
Others at Cwa Asset Management Group, LLC (6)
| Name | Role | Location |
|---|---|---|
B Blaine Ferguson | Partner | Naples, FL , United States |
B Brian Cook | Partner | Nashville, TN , United States |
M Matt Hickey | Partner | Omaha, NE , United States |
| Partner | Charlotte, NC , United States | |
| Associate Trader | Fort Myers, FL , United States | |
| Associate Trader | Fort Myers, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Moran Wealth Management, LLC | Naples, FL , United States | |
| Investment Analyst | Moran Wealth Management, LLC | Naples, FL , United States | |
E Eric Weissman | VP | Private Capital Management, LLC | Miami Beach, FL , United States |
| Managing Principal | Private Capital Management, LLC | Denver, CO , United States |