Overview
Benjamin Lewis is a Senior Investment Analyst at Choate Investment Advisors. He works with Portfolio Managers to source new ideas, conduct fundamental analysis, and assist in the development and delivery of recommendations, as well as manage existing clients’ portfolios. Ben also supports the firm’s overall research process and collaborates with the investment team to identify potential position changes within strategy guidelines and the investment process.
Prior to joining Choate Investment Advisors, Ben worked as a Portfolio Manager at Lowell, Blake & Associates. He also served as a Portfolio Advisor and Equity Analyst at Boston Private Wealth.
Ben is a member of the CFA Society Boston and the CFA Institute.
- Colby College, BA (2014)