Sara E. Lewis
Plus aucun poste en cours
Profil
Ms. Sara E.
Lewis is Vice President at Spinnaker Trust.
She oversees the portfolio management and investment teams, works with clients to help establish long-term goals and allocations and she is also in charge of marketing.
Ms. Lewis worked at HeadInvest LLC, Merrill Lynch & Co., Inc., and Spinnaker Trust.
She received her BS from Lehigh University.
Anciens postes connus de Sara E. Lewis
| Sociétés | Poste | Fin |
|---|---|---|
Spinnaker Trust (Old)
 Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust is an investment advisor located in Portland, Maine. | Gestionnaire de Portefeuille-Actions | 31/08/2012 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
HeadInvest LLC
 HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Analyst-Equity | - |
Formation de Sara E. Lewis
| Lehigh University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Spinnaker Trust (Old)
Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust is an investment advisor located in Portland, Maine. | Finance |
HeadInvest LLC
HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
