Colter Lewis Investment Partners

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Colter Lewis Investment Partners — overview

Assets Under Management

Type

Family Office - Multi

Location

Greenwich, CT, US

Alternative Asset Classes

PEVCREINFHFPDNR

About

Colter Lewis Investment Partners is a Connecticut-based multi-family office and registered investment advisor. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include financial planning, estate planning, wealth management, portfolio management, investment management, and family office. The wealth manager advises ultra-high-net-worth, high-net-worth individuals, endowments, families, and family offices.

Colter Lewis Investment Partners - known decision makers (18)

Contact NamePositionLocationEmailTelephoneAsset Class
Client Service AssociateGreenwich, USPEREHFPD
Client Service AssociateGreenwich, USPEREHFPD
Client Service AssociateGreenwich, USPEREHFPD
Client Service AssociateGreenwich, USPEREHFPD
Client Service Associate, Investor Relations AssociateGreenwich, USPEREHFPD

Showing 5 of 18 known decision makers Colter Lewis Investment Partners

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