William M. Lewis, Jr.

Managing Director & Co-Chairman of Investment Banking at Lazard Ltd.

William M. Lewis, Jr.

William M. Lewis, Jr.

Managing Director & Co-Chairman of Investment Banking at Lazard Ltd.

Overview
RelSci Relationships

5828

Number of Boards

25

Birthday

04/30/1956 - Richmond, VA, United States

Age

63

Number of Awards

4

Interests

Lacrosse, Basketball, Football

Relationships
RelSci Relationships are individuals William M. Lewis, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Global Head, Corporate & Investment Banking at Citigroup, Inc.

Relationship likelihood: Strong

President at OEP Capital Advisors LP

Relationship likelihood: Strong

Chief Executive Officer at Lazard Ltd.

Relationship likelihood: Strong

Founder at Global Infrastructure Management LLC

Relationship likelihood: Strong

Co-Founder at Art19, Inc.

Relationship likelihood: Strong

Former Associate at Apollo Theater Foundation, Inc.

Relationship likelihood: Strong

Co-Head, Healthcare Services & North American Life Sciences at Lazard Ltd.

Relationship likelihood: Strong

Co-Founder at Karen and Charles Phillips Charitable Organization

Relationship likelihood: Strong

Advisor at 8 Partners

Relationship likelihood: Strong

Senior Managing Director, Executive Officer at Apollo Global Management, Inc.

Relationship likelihood: Strong

Paths to William M. Lewis, Jr.
Potential Connections via
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You
William M. Lewis, Jr.
Managing Director & Co-Chairman of Investment Banking at Lazard Ltd.
Family Members
Spouse
Former Associate at Apollo Theater Foundation, Inc.

The Apollo Theater Foundation, Inc., a not-for-profit organization established in 1991, is dedicated to the preservation and development of the legendary Apollo Theater through the Apollo Experience of world-class live performances and education programs that: honor the influence and advance the contributions of African-American artists; and advance emerging creative voices across cultural and artistic media Apollo Theater Foundation, Inc.'s vision is to expand the reach of the Apollo Experience to a worldwide audience. The world famous Apollo Theater is so much more than a historic landmark - it is a source of pride and a symbol of the brilliance of American artistic accomplishment. With its rich history and continued significance, the Apollo Theater, considered the bastion of African-American culture and achievement, is one of the most fascinating chronicles in American history.

Education
MBA
Class of 1982

Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts, United States. The school offers a large full-time MBA program, doctoral programs, and many executive education programs. It owns Harvard Business School Publishing, which publishes business books, leadership articles, online management tools for corporate learning, case studies, and the monthly Harvard Business Review.

AB in Economics with Honors
Class of 1978

The oldest corporation in the Western Hemisphere is the Harvard Corporation, known formally as the President and Fellows of Harvard College. It is the smaller of Harvard’s two governing boards; the other is the Board of Overseers. Following are the members of the Harvard Corporation.

Class of 1974

Andover is a high school that stands ready to meet, match, and expand the minds and passions of some of the brightest students in the nation and the world. It has a roster of 300 courses, more than 150 electives, and opportunities for pursuing independent study and study abroad projects. Because of its size, Andover offers enormous depth and breadth of activity and opportunity while still feeling like a personal place.

Memberships
Member
Current

The Economic Club of New York is a membership organization with members drawn from the top executive levels of business, industry and finance. The Club is nonpolitical, nonpartisan and nonprofit. Founded in 1907, the Club has served ever since as a major forum for discussion on a wide range of public issues of interest to business people.

Career History
Managing Director & Co-Chairman of Investment Banking
2004 - Current

Lazard Ltd is a preeminent financial advisory and asset management company. The company operates through the following segments: Financial Advisory and Asset Management. The Financial Advisory segment offers corporate, partnership, institutional, government, sovereign and individual clients across the globe a wide array of financial advisory services regarding mergers and acquisitions and other strategic matters, restructurings, capital structure, capital raising and various other financial matters. The Asset Management segment offers a broad range of global investment solutions and investment management services in equity and fixed income strategies, alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor union funds, financial intermediaries and private clients. Lazard was founded in 1848 and is headquartered in Hamilton, Bermuda.

Co-Head of Global Banking Department
Prior - 2004

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Professional
Prior
Boards & Committees
Member, Mutual Fund Board of Trustees
Current

Ariel utilizes a bottom-up, fundamental analysis to select quality company stocks. The firm has three investment strategy approaches offered: traditional value, deep value and global. They use different research processes for each strategies. For traditional value, they monitor a proprietary watch list which is comprised of current, former and potential new investments. The research process of deep value begins with the screening of companies on size, valuation and industry parameters. Lastly, for global strategies, they first seek to reduce the risk of large investment losses by quantitatively and qualitatively identifying and eliminating businesses that have the highest propensity to fail, based on their judgment. The firm's investment decisions will primarily be derived from bottom-up fundamental research and stock picking and are made by the portfolio manager.

Member, Board of Directors
2005 - 2008

Freddie Mac was chartered by Congress in 1970 with a public mission to stabilize the nation's residential mortgage markets and expand opportunities for homeownership and affordable rental housing. Our statutory mission is to provide liquidity, stability and affordability to the U.S. housing market. We participate in the secondary mortgage market by purchasing mortgage loans and mortgage-related securities for investment and by issuing guaranteed mortgage-related securities, principally those we call PCs. The secondary mortgage market consists of institutions engaged in buying and selling mortgages in the form of whole loans (i.e., mortgages that have not been securitized) and mortgage-related securities. We do not lend money directly to homeowners.

Member, Board of Trustees
2003 - Prior

Cancer Research Institute is an American private company located in New York, NY, with a presence in the United States, that provides cancer immunotherapy services.

Chairman, Board of Directors
Prior

A Better Chance is the oldest and only national organization of its kind changing the life trajectory for academically talented youth of color via access to rigorous and prestigious educational opportunities for students in grades 6-12. Our mission is to increase substantially the number of well-educated young people of color who are capable of assuming positions of responsibility and leadership in American society. We carry out our mission through our signature College Preparatory Schools Program, which annually recruits, refers and supports about 500 Scholars at more than 300 Member Schools in 27 states. We have been opening the doors to greater educational opportunities since 1963 and more than 12,000 Alumni have now gone on to distinguished careers as physicians, artists, educators, lawyers, politicians and corporate executives.

Trustee
Prior

Central Park Conservancy, Inc. maintains and develops the New York Central Park. They offer lawns pruning, trees fertilization, shrubs & flowers plantation, ball fields and playgrounds maintenance, graffiti removing, and monuments conservation. The firm also provides water bodies and woodlands sanitation, erosion control, drainage cleanliness, pollution control, and salvation prevention services. The company was founded in 1980 and is headquartered in New York, NY.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$50K - $100K
2019

The Studio Museum in Harlem is the nexus for artists of African descent locally, nationally and internationally and for work that has been inspired and influenced by black culture. It is a site for the dynamic exchange of ideas about art and society. A wide variety of Education and Public Programs bring art alive for the public through lectures, dialogues, performances and on-site and off-site interpretive programs. Museum exhibitions expand personal, public and academic understanding of modern and contemporary art and broaden the scope of art historical literature through the production of catalogues and brochures.

$10K - $25K
2019

Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY.

$50K - $100K
2018

The Studio Museum in Harlem is the nexus for artists of African descent locally, nationally and internationally and for work that has been inspired and influenced by black culture. It is a site for the dynamic exchange of ideas about art and society. A wide variety of Education and Public Programs bring art alive for the public through lectures, dialogues, performances and on-site and off-site interpretive programs. Museum exhibitions expand personal, public and academic understanding of modern and contemporary art and broaden the scope of art historical literature through the production of catalogues and brochures.

Political Donations
$2,700
2015

Former Senator from New York

$2,700
2015

Senator at Office of the Senator from New Hampshire, Maggie Hassan

$100
2015

Minority Leader at Office of the Senate Minority Leader, Charles Schumer

Transactions
Details Hidden

Amgen, Inc. purchases Onyx Pharmaceuticals, Inc.

Details Hidden

Pentair, Inc. purchases Tyco Flow Control, Inc. from Tyco International Ltd. resulting in a new company Pentair Plc

Details Hidden

WestRock RKT Co. purchases Smurfit-Stone Container Corp.

Awards & Honors
2014
Black Enterprise Magazine - 75 Most Powerful on Wall Street
Rank #149
2014
Crain's New York Business - Most Connected New Yorkers
2011
Black Enterprise Magazine - 75 Most Powerful on Wall Street
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