Profiel
Mr. Paul W.
Lewis, MBA, is a Principal at Cobblestone Capital Advisors LLC.
Prior to joining Cobblestone in 2006, he worked at JPMorgan Chase where he was Portfolio Manager.
Before joining Chase, he was the Vice President for Investments with the University of Rochester, which he joined in 1971, and a Portfolio Manager at Citibank in New York City for nine years.
Mr. Lewis received an undergraduate degree in Mathematics from Middlebury College and an M.B.A.
in Finance from the University of Chicago.
Eerdere bekende functies van Paul W. Lewis
| Bedrijven | Functie | Einde |
|---|---|---|
| JPMorgan Chase & Co., Inc. /Corporate Trust Bus/ | Corporate Officer/Principal | 31-12-2005 |
| Rochester Christian University | Corporate Officer/Principal | 31-12-1980 |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Cobblestone Capital Advisors LLC
 Cobblestone Capital Advisors LLC Investment ManagersFinance Cobblestone Capital Advisors LLC (Cobblestone) is an independent wealth management firm and registered investment advisor Headquartered in Rochester, New York. The firm was founded by Paul E. Adornato in 1998. Cobblestone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporations and other business entities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Paul W. Lewis
| Middlebury College | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Cobblestone Capital Advisors LLC
Cobblestone Capital Advisors LLC Investment ManagersFinance Cobblestone Capital Advisors LLC (Cobblestone) is an independent wealth management firm and registered investment advisor Headquartered in Rochester, New York. The firm was founded by Paul E. Adornato in 1998. Cobblestone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporations and other business entities. | Finance |
| JPMorgan Chase & Co., Inc. /Corporate Trust Bus/ | Finance |
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Finance |
