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Jesse Lewis

Jesse Lewis

Vice President / Business Developement

Jesse leads the growth and development of Wealthcare’s goals-driven experience.  Prior to joining Wealthcare, Jesse specialized in banking and lending solutions with The Bancorp, Inc., working with independent financial advisors across 27 states to manage both sides of the client’s balance sheet. Previously, Jesse was a key member of Pershing, LLC, a BNY Mellon Company since 2004, where he directed key account management and advisory sales initiatives for the Managed Investments division, developed and distributed various fee-based solutions, and served as a member of the Managed Investments Risk Committee. In 2015, Jesse was selected to the inaugural class of the Money Management Institute’s Leadership Pathway program.

 

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