Mark-Lewis

Mark Lewis, CFA, CFP

Vice President, Relationship Manager

Joined
GW&K
2013

Industry
Experience
12 Years

Responsibilities

Mark is a relationship manager in GW&K’s private client group.  He is responsible for building long-term relationships with new clients directly or through their financial advisors.  He helps clients build portfolios to meet their specific investment objectives and provides ongoing service.

Prior Work Experience

Mark started as a client service associate in GW&K’s private client team in 2013 and was soon promoted to senior client service associate.  He entered the investment industry in 2009 as a corporate actions global custody specialist at the Bank of New York Mellon Financial Corporation.  He later moved to a portfolio administrator position at Mellon, where he assisted with the oversight of client accounts.

Education

Mark received a BS in Real Estate and Economic Development from the University of Connecticut and is a CFA® charterholder.  He is a member of the CFA Institute and the CFA Society Boston. Mark is also a CFP® professional.

What I like most about working at GW&K is...
As a relationship manager, having GW&K’s diverse collection of strategies helps me to structure portfolios that best match a client’s risk tolerance and meet their needs for income and growth. As a client’s life goals or objectives change, I have flexibility to make allocation adjustments among asset classes using the full complement of GW&K strategies. Clients really appreciate the flexibility and resources that I can offer them.

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