David Lewis is a CFP®, CFA®, and Series 65 licensed advisor with 25 years of industry experience. He has been with Montlake Capital Management, LLC since 2018 and previously worked at FCM Investments for 18 years. He serves in various volunteer roles including past director positions with the CFA Society of Dallas/Ft. Worth and Seattle, membership on the CFA Institute’s Board of Governors Presidents Council, and as a director on the Texas Statewide Healthcare Council. Montlake Capital Management provides discretionary investment management for individuals, trusts, and retirement accounts, using a combination of fundamental, technical, and cyclical analysis. The firm emphasizes diversified asset allocation with tactical adjustments, incorporates manager selection, and maintains a distinctive involvement with nonprofit and charitable clients through reserve account oversight and volunteer board participation.