Colter Lewis

Colter Lewis

Founder & Managing Partner
United States

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Work Experience

Endeavor Advisors

Founder & Managing Partner

2023-01-01 - Present

MAI Capital Management, LLC

Interim President, Wealth Management

2022-08-01 - 2022-12-01

Northern Trust Corporation

President, Texas

2018-05-01 - 2022-06-01

UHY Advisors

Sr Wealth Advisor

2000-01-01 - 2005-01-01

Aiello / Berkshire Associates

Financial Advisor / Director of Business Development

1995-01-01 - 1999-01-01

Skills

cash flow modeling charitable planning estate planning wealth management investment management family office retirement planning family owned business consulting executive compensation trust planning

Languages

No Languages Available