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Loren Lewallen

Loren Lewallen

Principal at Select Equity Group, L.P.

Berkeley, CA , United States

About

Loren Lewallen is a principal at Select Equity Group, L.P., an investment management firm headquartered in New York with a diverse institutional and high-net-worth client base. He has been with the firm since 2007, following an internship starting in 2006, and holds a Chartered Financial Analyst (CFA) credential. In his current role, Lewallen is involved in portfolio management and serves as Chairman of the Proxy Voting Committee, overseeing governance and stewardship responsibilities for client portfolios.

Lewallen’s investment expertise spans global equity markets, with active participation in international equity strategies, as evidenced by his leadership on products such as the BBH Partner Fund – International Equity. His industry coverage encompasses sectors including consumer, healthcare, technology, and industrials, supporting Select Equity Group’s bottom-up research-driven approach to long-term equity investment.

He is a graduate of Columbia University, where he earned his BA, and is recognized for his analytical rigor and qualitative insights, contributing significantly to the firm’s investment research and client service disciplines. Lewallen has played a notable role in the development of Select Equity Group’s proxy governance framework and has contributed to advancing responsible investment practices within the firm and the broader industry.

Career History

OrganizationRoleDate RangeDetails
Select Equity Group, L.P.PrincipalJan 2019 to Present
Select Equity Group, L.P.Associate Portfolio Manager & AnalystJan 2017 to Present
Select Equity Group, L.P.AnalystSep 2007 to Present
Select Equity Group, L.P.InternJun 2006 to Dec 2006
TheMarkets.comSales Analyst InternJan 2005 to Jan 2005

Education

Columbia University

Bachelor of Arts, Economics, Political Science

2003 2007

Others at Select Equity Group, L.P. (33)

NameRoleLocation
Abigail Schumer
Abigail Schumer
Portfolio ManagerNew York, NY , United States
A
Aldo Eysaman
Associate AnalystSeattle, WA , United States
Alex Apanovitch
Alex Apanovitch
AnalystNew York, NY , United States
A
Ann Vaughan
Investment AnalystHouston, TX , United States
Brian Vollmer
Brian Vollmer
PrincipalNew York, NY , United States
C
Connie Lu
Investment AnalystNew York, NY , United States
Dallin Hyer
Dallin Hyer
AnalystNew York, NY , United States
J
Jonathan Bearman
Principal and Head of TradingNew York, NY , United States
Jonathan Greb
Jonathan Greb
PartnerGreenwich, CT , United States
Jordan Shimabuku
Jordan Shimabuku
Associate AnalystKirkland, WA , United States
Showing 1-10 of 33 team members

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