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Mark Patrick Lewis

Gw&K Investment Management, LLC

Boston, MA

CRD 7549684

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Employer firm

Gw&K Investment Management, LLC CRD 121942

$52.8B regulatory AUM 26 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Gw&K Investment Management, Llc

222 Berkeley Street 15Th Floor, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-07-07
  • MA RA
    APPROVED
    Since 2022-07-07

Branch Locations

222 Berkeley Street 15Th Floor, Boston, MA 02116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gw&K Investment Management Boston MA 03/2013 Present
  • 03/2013 → Present
    Gw&K Investment Management
    Boston, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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