Julie J. Lewis, CPA
Chief Operating Officer
28 years experience
Ms. Lewis joined the firm in 1989. In October of 2011, she was named Chief Compliance Officer and Chief Administrative Officer - San Antonio. Ms. Lewis is responsible for complaince at Mastrapasqua and for the day to day operations at the San Antonio location. Ms. Lewis entered the investment business in 1984 working for Daniel Breen & Company in Houston as Controller where she was responsible for implementing financial accounting systems, client accounting and performance reporting systems. She also served as an internal auditor for Anta Corporation.
Ms. Lewis graduated from Oklahoma State University in 1980 with a Bachelor of Science in Business Administration degree with a concentration in accounting and finance.
Ms. Lewis is a Certified Public Accountant and a member of the San Antonio Chapter of the Texas Society of Certified Public Accountants. She currently serves as Ronald Reagan High School Diamondbackers Sports Association and is a member of the Oklahoma State University and Pi Beta Phi alumnae associations.