Peter James Lewis
Director of Research - Equity at Towle & Co.
Profile
Mr. Peter J.
Lewis, CFA MBA, is a Portfolio Manager at Towle & Co. He joined the firm in 2001 and is a key member of the investment team.
Previously, Mr. Lewis was President of Principle Research, Inc. From 1991 to 1998, he was a partner and department leader at Edward Jones & Co., where he developed a seven-person research team responsible for determining the suitability of all products sold by the company.
Before 1991, Mr. Lewis worked as a Senior Credit Analyst for three years at the Bank of New York.
More recently, he served as a visiting professor of Economics at Principia College in Elsah, Illinois and professor of Finance at Webster University, in St. Louis, Missouri.
Mr. Lewis graduated from Principia College with a BA in chemistry and business administration and received an MBA with concentrations in accounting and finance from Washington University in St. Louis.
He holds the distinction of Chartered Financial Analyst.
Peter James Lewis active positions
| Companies | Position | Start |
|---|---|---|
Towle & Co.
 Towle & Co. Investment ManagersFinance Towle & Co. (Towle) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded by J. Ellwood Towle in 1981. Towle manages public equity portfolios for families and institutions on a fully discretionary basis. | Director of Research - Equity | 31/12/2000 |
Former positions of Peter James Lewis
| Companies | Position | End |
|---|---|---|
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Corporate Officer/Principal | 29/12/1998 |
The Bank of New York Co., Inc.
 The Bank of New York Co., Inc. Major BanksFinance The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York. | Corporate Officer/Principal | 30/12/1990 |
Training of Peter James Lewis
| Washington University in St. Louis | Masters Business Admin |
| Principia College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Towle & Co.
Towle & Co. Investment ManagersFinance Towle & Co. (Towle) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded by J. Ellwood Towle in 1981. Towle manages public equity portfolios for families and institutions on a fully discretionary basis. | Finance |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Finance |
The Bank of New York Co., Inc.
The Bank of New York Co., Inc. Major BanksFinance The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York. | Finance |
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