Allen Lewis
Senior Portfolio Manager at Regions Bank
- Role
- Senior Vice President, Portfolio Manager at Regions Bank
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Allen Lewis
Accomplished financial services professional with 19 years of experience managing equity and fixed income portfolios for private wealth investors. Proven proficiency in equity research, multi-asset portfolio construction, risk management, asset allocation, performance measurement, and investment strategy. Experienced executive leader who has served as both Director of Research (20••••15) and as interim Chief Investment Officer (20••••16) for the transition from Woodway Financial to Westwood Trust. Skilled communicator with a demonstrated ability to build trust with private wealth investors.
Experience
Senior Vice President, Portfolio Manager
Apr 2019 — Present · Houston, TX, US
Education
University of Houston, C.T. Bauer College of Business
Master of Science - MS
2003 — 2005
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration - MBA
2005 — 2007
Rice University
Bachelor of Arts - BA
1993 — 1997
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