No Photo Available

Last Update

2016-10-30T00:00:00.000Z

This profile was last updated on .

Is this you? Claim your profile.

Wrong Allen Lewis?

Allen Lewis CFA

Vice President and Director of Research

Woodway Financial Advisors

HQ Phone: (713) 683-7070

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

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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 (35)

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)


Investment Advisory Board | Woodway Financial Advisors

www.woodwayfinancial.com [cached]

Allen Lewis, CFA Vice President - Woodway Financial Advisors


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.


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, CFA - Westwood Holdings Group

westwoodgroup.com [cached]

Allen Lewis, CFA

...
Allen Lewis, CFA Westwood 2016-02-17T03:46:49+00:00
Westwood Trust - Houston
...
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 Westwood Trust. As Vice President, his expertise heightens the investment management and performance strengths available to clients of the firm. Prior to joining Westwood Trust, 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).


Contact Us - Westwood Holdings Group

westwoodgroup.com [cached]

Allen Lewis, CFA

Vice President
713.683.7070 alewis@woodwayfinancial.com View Profile

Similar Profiles

Other People with this Name

Other people with the name Lewis

L. Lewis
AkzoNobel Pty Ltd

Bryan Lewis
Argonics Inc

Elisa Lewis
Chaffey College

Matthew Lewis
Hoare Lea

Margaret Lewis
Experea Healthcare Inc

City Directory Icon

Browse ZoomInfo's Business Contact Directory by City

People Directory Icon

Browse ZoomInfo's
Business People Directory

Company Directory Icon

Browse ZoomInfo's
Advanced Company Directory