Michael Lewis on starting his business, Tutor Financial Advisors, LLC and why it was important to help Health Professionals who specialize in Addiction Medicine prepare for retirement
Strong Women In Medicine
English - March 09, 2023 05:01 - 19 minutes - 44.9 MB - ★★★★★ - 11 ratingsDocumentary Society & Culture Health & Fitness Medicine strongwomen healer womendoctors womeninmedicine Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Starting his career on Wall Street after graduating from the Duke University Fuqua School of Business, Michael Lewis learned how Wall Street really works from the inside, assisting international banks such as BNY Mellon and institutional fund managers such as SEI Investments, managing risk and improving returns using technology.
After retirement, Michael continued to feel the call to help others with finances but in a different way-he wanted to help Health Professionals working in Addiction Medicine, as well as families who have been impacted by addiction, prepare for retirement. Michael knew the stresses of addiction on a personal level, having had a family member who struggled with addiction. Michael and his wife Sharon went on to create Tutor Financial Advisors, LLC to help Health Professionals and families impacted by addiction take control of their financial health and wellness.
About our guest:
Michael Lewis CFA, MBA founded Tutor Financial Advisors after a 30-plus year career in financial services as an experienced professional offering insights on investment products, strategies, and risk management.
He served as a portfolio manager for a leading Canadian investment firm with C$1 billion in assets under management, managing multi-million-dollar budgets and developing customized risk management solutions. He is a Board Member of the North Carolina Chapter of the American Red Cross, and, The Jewish Federation of Raleigh/Cary.
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