Matthew Lewis is a CFP® and CFA® with 12 years of industry experience. He is currently with TechView Wealth Advisors LLC in San Francisco, where he has worked for nine years. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Enter Capital Group, Inc, and UFuture Investment Group BBVA. TechView Wealth Advisors serves technology employees and founders, private business owners, and clients with cross-border or international financial needs, offering integrated wealth management that combines portfolio management with financial planning. The firm employs a multi-faceted investment approach blending top-down sector analysis, bottom-up fundamental research, and technical analysis, while focusing on clients with global assets and providing tailored operational support.

William Hammond Jr. is a financial advisor with TechView Wealth Advisors LLC in St. Petersburg, FL, holding Series 63, 65, and 66 designations and five years of industry experience. His background includes roles at Bank of America and Merrill from 2018 to 2020, as well as experience in sales and business ownership. TechView Wealth Advisors serves technology employees and founders, private business owners, and clients with cross-border financial needs. The firm combines portfolio management with financial planning, employing a mix of active and passive investment strategies and focusing on clients with international concerns.