Mark P. Lewis, CFA, CFP

Vice President, Wealth Advisor


15 Years


Mark is a wealth advisor and an integral member of GW&K’s private client servicing team, responsible for building long-term relationships with new clients directly or through their financial advisors. Through his deep understanding of wealth accumulation and planning techniques, he helps guide clients toward achieving their objectives.

Prior Work Experience

Mark has been a long-time member of GW&K’s private wealth team, starting as a client service associate in 2013. 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.


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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