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

Leadership Team

Investment Team

Client Services Team

Teams at Colter Lewis Investment Partners

Leadership Team

Investment Team

Client Services Team