Liz Hinchliffe Lewis, CFA

Liz hinchliffe lewis, cfa

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location of Liz Hinchliffe Lewis, CFAWaitsfield, Vermont, United States
Phone number of Liz Hinchliffe Lewis, CFA+91 xxxx xxxxx
  • Timeline

    Oct 2001 - Aug 2003

    Trust Specialist

    Mellon Financial
    Aug 2003 - Jul 2005

    Junior Financial Associate

    Oppenheimer & Co. Inc
    Jul 2005 - Sept 2008

    Analyst

    John Hancock Financial Services
    Sept 2008 - Jan 2012

    Senior Business Development Associate

    Equity Services, Inc
    Current Company
    Feb 2012 - now

    Senior Vice President - Client Portfolio Manager Team Lead

    Maple Capital Management
    Vermont
  • About me

    Senior Vice President - Client Portfolio Manager Team Lead at Maple Capital Management

  • Education

    • University of vermont

      -
      Bachelor of science business administration; economics
  • Experience

    • Mellon financial

      Oct 2001 - Aug 2003
      Trust specialist
    • Oppenheimer & co. inc

      Aug 2003 - Jul 2005
      Junior financial associate
    • John hancock financial services

      Jul 2005 - Sept 2008
      Analyst
    • Equity services, inc

      Sept 2008 - Jan 2012
      Senior business development associate
    • Maple capital management

      Feb 2012 - now
      • Senior Vice President - Client Portfolio Manager Team Lead

        Dec 2019 - now
      • Portfolio Manager

        Feb 2012 - Dec 2019
  • Licenses & Certifications

    • Chartered financial analyst (cfa)

      Cfa institute