LEWINTER WEALTH ADVISORS LLC
Helping you achieve your life goals through strategic financial planning and wealth management
Our Team
David J. Lewinter is President of Lewinter Wealth Advisors, LLC. David started the firm after a 20+ year career as a lawyer most recently serving as the Senior Vice President and General Counsel for Dun & Bradstreet. While at Dun & Bradstreet, David led several business functions including Reengineering and Government Relations. In 2014, Mr. Lewinter was engaged by Genstar, a private equity firm, to help lead the successful sale of one of its portfolio companies, TravelClick, to Thoma Bravo for $960 million dollars.
David J. Lewinter, JD, CHFC
President
David received his Bachelor of Arts degree from Columbia University where he graduated Summa Cum Laude and Phi Beta Kappa with a specialization in Economics. He received his law degree from Columbia University School of Law, graduating as a Harlan Fiske Stone Scholar. He earned his Chartered Financial Consultant (ChFC) degree from the American College.
David has been a guest lecturer at the Rutgers University Center for Management Development covering topics such as accounting and law for entrepreneurs.
David is the former Chairman of the Board and President for the Joseph Kushner Hebrew Academy/Rae Kushner Yeshiva High School in Livingston NJ.
David lives in Boynton Beach, FL and White Plains, NY with his wife Linda and they are the proud parents of three wonderful children, Rebecca, Benjamin and Jessica, magnificent son-in-law, Richard, spectacular daughter-in-law, Naomi, and three adorable granddaughters, Evelyn, Nora and Serena.
Benjamin Lewinter, Series 65
Investment Adviser Representative
Benjamin Lewinter is an Investment Adviser Representative with Lewinter Wealth Advisors, LLC, where he supports the firm’s continued growth through operational leadership, investment advisory services, and financial planning support.
Benjamin earned both his Bachelor of Arts in Computer Science and Business Management and his Master of Science in Computer Science from Columbia University. His graduate studies focused on Network Systems.
In addition to his role with Lewinter Wealth Advisors, Benjamin currently works as a Forward Deployed Engineer at Palantir Technologies, where he helps organizations deploy advanced software and data solutions. Earlier in his career, he worked as a management consultant at Accenture and as a software engineer at Capital One.Benjamin resides in Manhattan with his wife, Naomi.He can be reached at ben@lewinterwealth.com or (646) 753-1481.
Michelle Wong
Client Services Administrator
Michelle Wong is the Founder and Chief Executive Officer of Nifty Advisor Support, a firm that provides operational and client service solutions to independent financial advisory practices. She holds a degree in Financial Economics and has more than 15 years of experience in the financial services industry, having served in a variety of leadership capacities.
Michelle will assume responsibility for many client service and administrative functions, including client onboarding, and account opening and account maintenance at Charles Schwab. In addition, she will assist in enhancing our firm’s internal processes to ensure we continue to deliver exceptional service as our firm continues to grow.
David Lewinter will remain Clients’ primary point of contact. David will engage Michelle, as appropriate, to assist with pending matters.
Clients are also welcome to contact Michelle directly. The best way to reach her is via email at service@lewinterwealth.com. She may also be reached by phone at 754-242-9148.
