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

William Mendez

Julianna Clemente

George F. Baker Scholar

Michael Alpert

Kerry Walker

Josh Neuman

Tim Bock

Colter Lewis Team

Jeff Weiss

Jeffrey Weiss

The Leadership Team at Colter Lewis Investment Partners is responsible for setting the strategic direction of the firm, leveraging their extensive financial expertise to guide investment decisions and develop tailored advisory solutions for clients. They collaborate closely to enhance the firm’s operational efficiency, ensure risk management practices are upheld, and foster a culture of innovation and excellence in client service, ultimately driving the firm's growth and success in the competitive investment landscape.

Leadership Team

Investment Team

Client Services Team

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Leadership Team

About

Team members

Other teams at Colter Lewis Investment Partners

Investment Team

Client Services Team

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Leadership Team

About

Team members

Other teams at Colter Lewis Investment Partners

Investment Team

Client Services Team

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