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2016-10-30T00:00:00.000Z

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Allen Lewis CFA

Vice President and Director of Research

Woodway Financial Advisors

HQ Phone: (713) 683-7070

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

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Woodway Financial Advisors

10000 Memorial Drive Suite 650

Houston, Texas 77024

United States

Company Description

Woodway Financial Advisors, a Trust Company, is an independent financial planning and investment management organization dedicated to creating value, improving worth, and protecting assets of our clients. We are committed to providing personalized service ... more

Find other employees at this company (43)

Background Information

Employment History

Senior Business Analyst

Sysco Corporation

Chairperson

Systems Committee

Affiliations

Woodway Financial Advisor
WESTWOOD HOLDINGS GROUP INC

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 (6 Total References)


Allen Lewis, ...

westwoodgroup.com [cached]

Allen Lewis, CFA

...
Allen Lewis, CFA Westwood 2016-02-17T03:46:49+00:00
Woodway Financial Advisors
Allen Lewis, CFA
Vice President
713.683.7070 alewis@woodwayfinancial.com
Allen Lewis, CFA 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. Allen also holds a Master of Business Administration degree from the University of Texas at Austin (2007).


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).


Allen Lewis, ...

westwoodgroup.com [cached]

Allen Lewis, CFA

Vice President
713.683.7070 alewis@woodwayfinancial.com View Profile

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