Lewis began his career in financial services at BT Financial Group, working in several positions across the business including client facing roles, project management and as a product manager in the BT Investment Menu team.
Lewis joined Quilla in 2022 as an Investment Analyst, supporting manager research, asset allocation, macro research, and clients. He was promoted to Investment Consultant in 2024 and works directly with a range of Quilla’s clients managing their investment portfolios.
Lewis is passionate about investment markets and has a wealth of knowledge in portfolio management and assessing external investment strategies. He believes is developing close relationships with advisers and provides a very high level of service to fit their needs.
Lewis has a Bachelor of Economics from the Australian National University in Canberra and a Master of Business (Accounting & Finance) from the University of Technology, Sydney. He is also a CFA Charter holder.