Weston Lewis, CFA, CAIA is a Senior Vice President in Callan's Atlanta Fund Sponsor Consulting office. Weston works with a variety of fund sponsor clients across the Southeast region, including defined benefit plans, defined contribution plans, insurance assets, endowments and foundations. His responsibilities include client service, investment manager reviews, performance measurement, research and continuing education, business development and coordination of special client proposals and requests. Weston is a member of Callan's Client Policy Review Committee and is a shareholder of the firm.
Prior to his work with Callan, Weston was the Senior Research Analyst for an Atlanta-based regional investment consulting firm, where he was responsible for performing manager searches and due-diligence, developing investment strategy, performance analysis, and other special research projects. His background also includes serving as a financial representative with Washington Mutual Bank.
Weston received a BA in Economics from Wake Forest University. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the Atlanta Society of Finance and Investment Professionals. Weston has also earned the right to use the CAIA designation.