Westwood Trust — Houston

Allen Lewis, CFA

Vice President

713.683.7070

alewis@woodwayfinancial.com

Allen Lewis, CFA brings additional financial experience and a proven proficiency in equity research to Westwood Trust. As Vice President, his expertise heightens the investment management and performance strengths available to clients of the firm. Prior to joining Westwood Trust, Allen worked for nine years in software application design and implementation for a Fortune 500 company in Houston. He earned his Bachelor of Arts in Economics and Managerial Studies from Rice University in 1997 and his Master of Science in Finance from the Bauer College of Business (University of Houston) in 2005. While at UH, Allen served as a Senior Portfolio Manager for the Cougar Investment Fund, a private investment fund managed by graduate students at the Bauer College. Allen also holds a Master of Business Administration degree from the University of Texas at Austin (2007).