Sara E. Lewis

Finance

Consumer Services

Profile

Ms. Sara E.
Lewis is Vice President at Spinnaker Trust.
She oversees the portfolio management and investment teams, works with clients to help establish long-term goals and allocations and she is also in charge of marketing.
Ms. Lewis worked at HeadInvest LLC, Merrill Lynch & Co., Inc., and Spinnaker Trust.
She received her BS from Lehigh University.

Former positions of Sara E. Lewis

Companies	Position	End
Spinnaker Trust (Old) Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust is an investment advisor located in Portland, Maine.	Portfolio Manager-Equities	30/08/2012
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	Corporate Officer/Principal	-
HeadInvest LLC HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans.	Analyst-Equity	-

See the detail of Sara E. Lewis's experience

Training of Sara E. Lewis

Lehigh University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies