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

George F. Baker Scholar

Tim Bock

Michael Alpert

Kerry Walker

Josh Neuman

Colter Lewis Team

Jeff Weiss

Jeffrey Weiss

The Client Services Team at Colter Lewis Investment Partners is dedicated to delivering exceptional support and communication to clients, ensuring their investment needs are met with personalized attention. This team handles client inquiries, assists with account management, and provides tailored financial insights, fostering strong relationships built on trust and transparency.

Client Services Team

Leadership Team

Investment Team

Client Services Team

About

Team members

Other teams at Colter Lewis Investment Partners

Leadership Team

Investment Team