Robert R. Lewis has over 29 years of experience advising clients in the design and implementation of customized investment and hedging strategies.
Mr. Lewis is a Managing Director at FPCM, and has had oversight responsibility for the business development and relationship management activities of the firm since 2005. He is a member of the firm’s Management Committee and Investment Committee.
At FPCM, Mr. Lewis works closely with clients and their advisors to gain a comprehensive understanding of investment objectives, risk constraints, liquidity needs and any unique tax, accounting, regulatory capital and liability considerations, which is essential to the development of innovative solutions tailored for each client. Mr. Lewis serves as the primary point of contact for many of FPCM’s client, consultant, and advisor relationships.
Prior to joining FPCM, Mr. Lewis was a Principal at The Todd Organization, where he counseled financial executives of large industrial corporations and financial institutions on strategies to optimize the funding and hedging of non-qualified benefit liabilities. His expertise enabled companies to find the most effective ways to fund and hedge post-retirement liabilities pertaining to supplemental retirement plans and other employee benefit obligations.
Mr. Lewis has held leadership positions in financial industry associations, promoted industry positions to Members of Congress, spoken at industry forums, and appeared on CNBC television.
Mr. Lewis earned a Bachelor of Science in Finance from Lehigh University.