Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Patrick Lewis is a financial advisor with Gw&k Investment Management, LLC in Boston, MA. Mark Lewis is a registered investment advisor in Massachusetts. Mark Lewis has been in the financial services industry since March 2013. Gw&k Investment Management, LLC provides investment advisory services to high net worth individuals, investment companies, pooled investment vehicles, corporations, pension plans and banking institutions. Mark Lewis holds the Chartered Financial Analyst designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
07/07/2022 - Present
Gw&k Investment Management, LLC (BOSTON MA)
Active
Inactive
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