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

Avery Topkis

William Mendez

George F. Baker Scholar

Tim Bock

Michael Alpert

Kerry Walker

Josh Neuman

Colter Lewis Team

Jeff Weiss

Jeffrey Weiss

The Investment Team at Colter Lewis Investment Partners is dedicated to identifying, analyzing, and executing unique investment opportunities tailored to client needs. Comprising skilled associates and analysts, the team employs rigorous market analysis, risk assessment, and strategic insights to construct bespoke investment portfolios that align with the firm’s commitment to exceptional financial stewardship and client service.

Investment Team

Leadership Team

Client Services Team

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Investment Team

About

Team members

Other teams at Colter Lewis Investment Partners

Leadership Team

Client Services Team

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Investment Team

About

Team members

Other teams at Colter Lewis Investment Partners

Leadership Team

Client Services Team

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