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About
William Lewis, CFA, is an Equity Research Analyst at Congress Asset Management in Boston, where he is responsible for analyzing and presenting financial data on public companies to formulate investment recommendations. His current focus is on the Consumer Staples sector, and he serves as the research analyst on the firm's Dividend Growth and Small Cap Value strategies.
Prior to joining Congress Asset Management in 2025, William worked as an Investment Associate at Hemenway Trust Company, where he provided tailored asset allocation advice and conducted financial research for clients. He began his career as a Finance Associate at Paul|McCoy Family Office Services, honing his analytical expertise across a variety of investment portfolios.
William earned his bachelor's degree in Economics from the College of the Holy Cross and is a CFA charterholder, actively participating in the CFA Institute and CFA Society of Boston. His expertise in equity research, particularly within consumer staples, dividend growth, and small cap value equities, underscores his analytical rigor and commitment to informed investment strategy development.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Congress Asset Management | Equity Research Analyst | Jun 2025 to Present | Primary Coverage: Consumer Staples |
| Hemenway Trust Company LLC | Investment Associate | Mar 2023 to May 2025 | • Develop three-statement financial models, forecast valuations, and conduct discounted cash flow analyses for proprietary and prospective equity investments. • Perform equity research and comprehensi... |
| Paul|McCoy Family Office Services | Finance Associate | Jul 2022 to Mar 2023 | • Analyzed portfolio allocations and generated performance reports using Addepar Wealth Management Platform. • Conducted due diligence on public securities and alternative investments to identify grow... |
| Lowell, Blake & Associates | Investment Research Intern | May 2021 to Aug 2021 | • Conducted research on public market securities and developed financial models for equity strategy evaluation. • Built three-statement financial and discounted cash flow valuation models on Microsoft... |
Education
College of the Holy Cross
Bachelor's degree, Economics
2018 — 2022
Others at Congress Asset Management Co. /ma (20)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager and Vice President | Boston, MA , United States |
 | Vice President, Client Portfolio Manager | Boston, MA , United States |
 | Vice President - Portfolio Manager | Wakefield, MA , United States |
 | Equity Research Analyst | Boston, MA , United States |
J Jeff Kerrigan | Portfolio Manager | Boston, MA , United States |
J Joel Carpenter | Head Equity Trader | Boston, MA , United States |
 | Vice President - Portfolio Manager | Newton, MA , United States |
 | Equity Trader | Boston, MA , United States |
N Nicholas Koup | Equity Research Analyst | Boston, MA , United States |
 | Vice President, Portfolio Manager | Boston, MA , United States |
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