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Wrong Allen Lewis?

Allen Lewis CFA

Vice President and Director of Research

Woodway Financial Advisors

HQ Phone: (713) 683-7070

Email: a***@***.com

Woodway Financial Advisors

10000 Memorial Drive Suite 650

Houston, Texas 77024

United States

Company Description

Woodway Financial Advisors was founded in 1982 to provide personalized financial advisory services in the following key areas: Comprehensive Financial Planning Investment Management Estate and Trust Administration As a strongly capitalized independ ... more

Find other employees at this company (46)

Background Information

Employment History

Chairperson
Systems Committee

Senior Portfolio Manager
Cougar Investment Fund

Senior Business Analyst
Sysco Corporation

Affiliations

Member
CFA Society of Houston Inc

Education

Bachelor of Arts
Economics and Managerial Studies
Rice University

Master of Business Administration degree

University of Texas at Austin

Master of Science
Finance
Bauer College of Business

Web References (4 Total References)


Allen ...

www.woodwayfinancial.com [cached]

Allen Lewis

...
Allen Lewis, CFA Vice President
Investments and portfolio management
alewis@woodwayfinancial.com
Allen Lewis brings additional financial experience and a proven proficiency in equity research to Woodway Financial Advisors. As Vice President, his expertise heightens the investment management and performance strengths available to clients of the firm.
Prior to joining Woodway Financial Advisors, Allen worked for nine years in software application design and implementation for a Fortune 500 company in Houston. He earned his Bachelor of Arts in Economics and Managerial Studies from Rice University in 1997 and his Master of Science in Finance from the Bauer College of Business (University of Houston) in 2005. While at UH, Allen served as a Senior Portfolio Manager for the Cougar Investment Fund, a private investment fund managed by graduate students at the Bauer College of Business. Allen also holds a Master of Business Administration degree from the University of Texas at Austin (2007).
He is a CFA Charter holder and member of the CFA Society of Houston.


Allen Lewis, CFA Vice ...

www.woodwayfinancial.com [cached]

Allen Lewis, CFA Vice President - Woodway Financial Advisors


Woodway Financial Advisors - Frequently Asked Questions

www.woodwayfinancial.com [cached]

Allen Lewis, CFA

...
Allen Lewis, CFA Vice President and Director of Research alewis@woodwayfinancial.com
Allen Lewis brings additional financial experience and a proven proficiency in equity research to Woodway Financial Advisors. As Vice President and Director of Research, his expertise heightens the investment management and performance strengths available to clients of the firm.
Prior to joining Woodway Financial Advisors, Allen worked for nine years in software application design and implementation for a Fortune 500 company in Houston. He earned his Bachelor of Arts in Economics and Managerial Studies from Rice University in 1997 and his Master of Science in Finance from the Bauer College of Business (University of Houston) in 2005. While at UH, Allen served as a Senior Portfolio Manager for the Cougar Investment Fund, a private investment fund managed by graduate students at the Bauer College of Business. Allen also holds a Master of Business Administration degree from the University of Texas at Austin (2007).


Winter 2000 Newsletter

www.strems.org [cached]

For times and dates, please contact the STREMS office at 732-2354 or visit or web site at www.strems.org -Al Lewis, Chairperson, Systems Committee

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