Miles Panako Lewis

Employer firm

Becker Capital Management, Inc. CRD 110489

$5.73B regulatory AUM 13 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 06/2021
  Lakeridge Baseball Association
  Lake Oswego, OR
• 09/2014 → 11/2017
  Portland Private Wealth Management, Inc.
  Portland, OR
• 11/2017 → 05/2022
  Tru Independence Asset Management, Llc
  Portland, OR
• 05/2022 → 07/2026
  Aldrich Wealth Lp
  Lake Oswego, OR
• 06/2021 → Present
  Jesuit High School
  Portland, OR
• 07/2026 → Present
  Becker Capital Management, Inc.
  Portland, OR

Previous Registrations

• 2022-05-13 → 2026-07-07
  Aldrich Wealth Lp
  Lake Oswego, OR
• 2020-01-08 → 2022-05-11
  Tru Independence Asset Management, Llc
  Portland, OR
• 2016-07-11 → 2017-11-22
  Portland Private Wealth Management, Inc.
  Portland, OR

Other Businesses

JESUIT HIGH SCHOOL - NON-INVESTMENT RELATED - PORTLAND, OREGON - START DATE JUNE 2021 - FRESHMAN BASEBALL COACH - 70 HRS PER MONTH, 0 HRS DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-11