Colter Lewis Investment Partners is a boutique investment advisory firm built on 60 years of financial industry leadership and risk management prowess. As investors ourselves, we seized the opportunity to structure a distinctive investment experience we could not find elsewhere. Rooted in institutional and professional rigor, we offer bespoke financial advice and originate customized investment opportunities for our clients. 


Investment Management

Colter Lewis Investment Partners

Perry Hoffmeister

Jack Orlan

Tom Granot

Avery Topkis

William Mendez

Julianna Clemente

George F. Baker Scholar

Josh Neuman

Tim Bock

Michael Alpert

Kerry Walker

Colter Lewis Team

Jeff Weiss

Jeffrey Weiss

Leadership Team

Investment Team

Client Services Team

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Teams at Colter Lewis Investment Partners

Leadership Team

Investment Team

Client Services Team

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Teams at Colter Lewis Investment Partners

Leadership Team

Investment Team

Client Services Team

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