Alan Lewis — Co-Founder & Chief Investment Officer · DiversyFund

Alan Lewis — Co-Founder & Chief Investment Officer · DiversyFund · San Diego, California, United States.

Direct contact

No direct contact on file for Alan yet.

About

Wall Street-trained; Midwest roots. Recovering lawyer and banker with entrepreneurial bent. Columbia and BYU alum. Building wealth for our real estate fund investors through our AI-driven, online technology platform. $20M Series A raised for our FinTech company.

Experience

Co-Founder & Chief Investment OfficerCurrent
DiversyFund · Greater San Diego Area
Jul 2016 – Present
DiversyFund is a fintech company that is changing the way everyday investors access wealth-building opportunities that previously were limited to the ultra-wealthy. We operate a tech and data-driven investment platform that is fully-automated, with a focus on investment knowledge content. We enable investors throughout the U.S. to diversify their portfolios by buying shares in our diversified fund that acquires cash-flowing real estate assets, focused on multifamily.
Partner
JF Capital · Greater Salt Lake City Area
Oct 2014 – Jul 2016
Real estate investment and development firm with over $700 million in completed transactions in residential, multifamily and seniors housing assets. Oversaw the firm's real estate private equity division, including capital raising efforts, deal sourcing and deal structuring.

Education

Columbia Law School — J.D., Banking, Corporate, Finance, and Securities Law · 2003 – 2006
Brigham Young University — B.A., American Studies - Business Minor · 1998 – 2002

Skills

InvestmentsReal Estate