Colter Lewis Investment Partners Employee Directory
Investment ManagementConnecticut, United States11-50 Employees
Colter Lewis Investment Partners is an independent multi-family office based in Greenwich, Connecticut, providing financial guidance and planning for high-net-worth individuals and families with complex needs. The firm delivers curated investment portfolios, institutional-quality risk management, and tax optimization. Its leadership team averages more than 30 years of experience in the financial services industry. The firm offers access to private investment opportunities and invests its own capital alongside clients to ensure alignment of interests. With 11-50 employees, the company reports annual revenue in the range of $25 million to $50 million.