Coho Partners Ltd., founded in 1999, is an independent, employee-owned investment management firm headquartered in Berwyn, Pennsylvania. As of March 31, 2021, total combined assets including model advisement, discretionary, and non-discretionary were $9.5 billion. Coho focuses on generating a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets. For more information about Coho and its services, please visit our website at www.cohopartners.com and follow us on LinkedIn. About Coho Partners, Ltd. View source version on businesswire.com:https://www.businesswire.com/news/home/20210614005695/en/
Prior to joining Coho, Ms. Lewis was the chief financial, operating, and compliance officer for Valley Forge Capital Management where she identified areas of enterprise and operational risk, actively addressed the gaps through process improvements and controls, and executed activities to help position the firm for growth. In addition, she oversaw all aspects of finance and accounting operations, including financial planning, financial and regulatory reporting, treasury management, tax compliance and strategy, and business analysis. Ms. Lewis has experience with M&A, corporate restructurings, digital transformation, product development, and due diligence programs during her time as a senior financial professional at Aberdeen Standard Investments and TIFF Advisory Services, Inc. She began her career at Ernst & Young, LLP. As Chief Financial Officer, Ms. Lewis is responsible for executing Coho’s financial strategy and overseeing all aspects of the firm’s finances. She serves as an advisor and strategic partner to Coho’s Board of Directors, and provides leadership and coordination of the accounting, tax, internal control, risk management, financial planning, record-keeping, and financial reporting processes. Ms. Lewis is a member of Coho’s Executive Committee.
Ms. Lewis graduated magna cum laude from The Wharton School, University of Pennsylvania with a Bachelor of Science degree in economics and received an MBA as a Palmer Scholar from The Wharton School, as well. She is a certified public accountant. “Cindy comes to Coho with more than 22 years of leadership roles where she was responsible for supporting multi-billion-dollar operations within a dynamic market environment,” said Coho President Glenn Dever, to whom Ms. Lewis will report. “She has deep expertise in all aspects of corporate finance, and I believe Cindy has the required leadership capabilities to help drive our strategic vision and position the firm for continued success and sustainable growth.”
KEYWORD: PENNSYLVANIA UNITED STATES NORTH AMERICA INDUSTRY KEYWORD: CONSULTING BANKING PROFESSIONAL SERVICES FINANCE Jena Weaver Dietrichjdietrich@cohopartners.com
Glenn Devergdever@cohopartners.com CONTACT: Media
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