Dean T. Lewallen

Treasurer at Woodland Pond

After a long and varied career, Dean Lewallen was delighted to join the ranks of semi-retired professionals in the spring of 2019 and embark on the start of his ‘third career’. His first commenced post B.A. as a mental health worker and professional fund raiser. Post-graduate school marked the start of his second, with a thirty-eight-year run in tax-exempt/public finance as a key member of the portfolio management teams at leading investment, financial guaranty and financial advisory companies. For his third act, his focus will be serving on non-profit boards in a volunteer capacity as well as part-time representation of creditors overseeing restructured non-profit organizations and companies.

Most recently, Mr. Lewallen was Senior Vice President and High-Yield Municipal Credit Analyst with AllianceBernstein, where he utilized his sophisticated analytical skills developed through the negotiation and structuring of new (as well as the restructuring of distressed) high-yield tax-exempt securities/private placements. This included responsibility for a wide variety of credit sectors including senior/assisted living, land secured, affordable housing, lower-rated health care and project finance revenue bonds. Prior to AB, he did much the same at Dreyfus/BNY Mellon, Prudential Financial, and MBIA. He started in 1981 as a financial advisor to local government clients of the Bank of New York.

In a volunteer capacity, he is a member of the Board of Trustees of the Leopold Schepp Foundation in New York.

Mr. Lewallen was born and raised in Denver, Colorado. He earned his B.A. “With Distinction” in 1975 from the University of Colorado at Boulder, with a major in Psychology and was elected to Phi Beta Kappa and Psi Chi national honorary societies. After moving to New York State, he received his M.B.A. in Finance from Cornell University in 1981. Over the years, he gave numerous presentations at industry conferences and received a Lifetime Achievement Award in 2017 from Smith’s Research & Ratings Review, an industry publication.

Timeline

  • Treasurer

    Current role

  • Board Member