Colter Lewis is a boutique investment advisory firm built on 120 years of financial industry leadership and risk management prowess.

As a multi-family investment office, we offer bespoke financial advice and originate customized investment opportunities we could not find as investors elsewhere. We seek superior inflation adjusted returns balancing capital preservation and capital growth.

Rooted in institutional rigor, our sophisticated, independent advice makes sense of and takes advantage of financial complexity across asset classes both public and private.

We are driven and distinguished by the quality of our longstanding relationships and align ourselves with our clients every step of the way. We are strongest together, working side-by-side with you to achieve your objectives.

Meet our Partners

For nearly 30 years, Perry Hoffmeister has advised senior executives and Boards of Directors around the world on a range of strategic and financial issues.

As an M&A banker, he worked closely with public and private companies, private equity firms and hedge funds, advising on acquisitions, financings, mergers and public and private exits.

Following graduation from Brown University, Perry joined Lehman Brothers in investment banking. His career took him to London where he was co-head of European Investment Banking and ultimately head of the firm’s European Investment Management Division. There he was responsible for asset management, private equity, hedge fund of funds, and wealth management operations for the region. Most recently at BMO Capital Markets, Perry held several senior roles, including Global Head of Investment & Corporate Banking and Head of the Investment & Corporate Banking Risk Committee. He was ultimately responsible for all of the division’s risks, including its ~$40 billion loan book, debt and equity underwriting commitments, private equity portfolio and mezzanine loan business.

Perry brings a deep global understanding of capital markets, risk, M&A and private equity to the clients of Colter Lewis.

Perry is a member of the Board of Trustees of Blythedale Children’s Hospital, where he also serves on the Finance Committee and as Chairman of the Investment Committee. He also serves on the Endowment Investment Committee for Christ Church Greenwich.  

Read Bio

Jeffrey Weiss’ thirty-five year tenure in the financial services industry has provided him with an in-depth knowledge of trading, risk management, capital raising, capital structures, relationships with investors and businesses, and building strong management teams.

Jeff joined Lehman Brothers in 1983 following graduation from University of Wisconsin – Madison. During his twenty-five year career with the firm, he held global leadership positions in both the Fixed Income and Investment Banking divisions, serving on both groups’ executive committees. The division he ultimately led, Global Finance, was responsible for creating, structuring and distributing all financial products, globally. Following Lehman Brothers, Jeff spent three years at Barclays Capital running the firm’s Global Financial Institutions Investment Banking Group.

Jeff parlayed his decades-long experience structuring products and underwriting transactions to managing a single-family office. He specializes in investing globally across asset classes, including real estate equity and debt, mezzanine and structured debt, venture capital, and private equity. This venture led him to partner with longtime friend and colleague, Perry Hoffmeister, to found Colter Lewis.

Jeff is the lead independent director and audit committee chair at Eagle Point Credit Company (NYSE: ECC). A committed volunteer and philanthropist, he has been a member of the board of City Harvest for nearly fifteen years, holding its Treasurer position for eight, and has also been funding immunotherapy research at Memorial Sloan Kettering Hospital, among other world-class health care institutions.

Read Bio

Michael Alpert has over 20 years of investment experience in portfolio management of public equities for institutional and high-net worth clients.

In addition, he has spent over 10 years in private wealth management developing investment strategies, asset allocations and selecting investment managers. Michael was previously the Senior Portfolio Manager and Head of the Wealth Management Investment Committee of Stralem & Company, a boutique investment management firm with an internally managed large-cap equity strategy. Prior to joining Stralem, Michael was the Portfolio Manager and Head of the Small Company Growth Team at J&W Seligman & Co where he managed the small-cap and SMID-cap growth institutional strategies. Michael also worked as a Manager in the Communications Group at Andersen Consulting where he conducted technology and strategic consulting for large telecommunications clients. Mr. Alpert holds an M.B.A from the Wharton School of the University of Pennsylvania and a B.A in Economics, from the Honors Program of the University of Connecticut.

Read Bio

Tim Bock has over 30 years of financial services experience as a senior leader across Credit Suisse’s Investment Banking, Trading, and Private Banking Divisions giving him deep expertise in markets, investing, and risk management.

Tim began his career in Capital Markets, where he advised on strategic financing and risk management transactions across markets. He became Co-Head of Global Capital Markets in 2008, with responsibility for the Firm’s financing businesses including equity capital markets, debt capital markets, leveraged finance origination and corporate risk management, and served on the Management and Risk committees of the Investment Bank.

Tim went on to become Co-Head of the Global Products Group in Credit Suisse’s Private Bank, with responsibility for its investment and lending platforms, and served on the Private Bank’s Management and Risk Committees. For this role, Tim split his time between New York and Zurich and was particularly focused on delivering the Firm’s investment banking and trading capabilities to the Private Bank’s ultra-high-net-worth client base.

Prior to the roles above, Tim held leadership positions throughout global markets, including Head of Equity-Linked Origination and Head of Structured Origination. Early in his career, Tim was part of the 8-person founding team that launched the New York office of Credit Suisse Financial Products, which became the Firm’s global derivatives platform.

Tim earned a Bachelor of Arts in Political Economy from Williams College, where he is now an adjunct instructor on Banking and Markets.

Read Bio

Josh Neuman has over 20 years of investment experience as a CIO allocating across asset classes and selecting managers as well as direct private equity and real estate investment experience as a private equity practitioner.

Josh was previously the Chief Investment Officer of Ironshore, Inc., a global specialty property and casualty insurance company.  Prior to joining Ironshore, Josh was the Chief Investment Officer of the Straus Group, a single-family office.   Previously, Josh was a Managing Director of Irving Place Capital (formerly Bear Stearns Merchant Banking), a middle market private equity firm where he focused on making control investments in companies.  Mr. Neuman also worked at Donaldson, Lufkin & Jenrette in the Real Estate Merchant Banking and Leveraged Finance groups.  Mr. Neuman holds an M.B.A., with high distinction as a George F. Baker Scholar, from Harvard Business School and a B.S. in Economics, summa cum laude, from The Wharton School, University of Pennsylvania.

Read Bio

Kerry Walker has more than 15 years of experience in financial services and capital markets.

Kerry Walker has more than 15 years of experience in financial services and capital markets. Prior to joining Colter Lewis, Ms. Walker spent seven years at Cheyne Capital, an alternative asset manager as the Director of Research for the $1 billion+ convertible securities hedge fund. Kerry was responsible for investment selection and oversaw the strategy’s fundamental equity and credit research process. Prior to Cheyne Capital, Kerry worked as a venture partner where she co-founded and built a consumer e-commerce company and refined business plans for start-up companies. Previously, Kerry worked in the wealth management divisions at Morgan Stanley and Goldman Sachs. Kerry received her MBA from Columbia Business School and graduated magna cum laude from Georgetown University, where she was a member of Phi Beta Kappa.

Read Bio

Tom Granot is a former investment banker at Natixis and Stifel Nicolaus.

Prior to joining Colter Lewis, Mr. Granot spent several years in investment banking, first at Natixis and more recently at Stifel Nicolaus. At Stifel, Tom was part of the Leverage Finance team, where he helped execute a variety of debt financings (LBOs, recaps, refinancings) for both public and private companies. Prior to Stifel, Tom worked for West Arrow, a merchant bank serving as both a single family office and as an advisory firm. During his time at West Arrow, Tom assisted in executing advisory assignments and originating investment opportunities. Mr. Granot graduated magna cum laude from Fordham University with a BS in Finance. At Fordham he was also a four year member of the Men’s Varsity Soccer team.

Read Bio

Jenny Kean has professional and educational background in political communication and investing.

Jenny Kean graduated magna cum laude from the University of Pennsylvania where she holds a bachelors degree in Political Communication and a minor in Political Science. As an undergraduate, she served as Recruitment Chair of the TAMID investing and consulting group. She also has experience interning with CNN, Rodriguez Strategies Consulting Firm, and the United States Senate.

Read Bio

Michael Nettesheim has an educational background in political economy and finance.

Prior to Colter Lewis, Michael worked as a Paralegal and Office Manager for a Civil Litigation Law Firm focused on Elder and Dependent Adult Abuse while pursuing independent coursework in statistics, programming, and finance.

Read Bio

Avery Topkis has an educational background in finance, marketing, and international business.

Avery Topkis graduated from Emory University’s Goizueta Business School with a Bachelor of Business Administration degree, concentrating in Finance and Marketing. As an undergraduate, she took coursework in Finance, International Business, and Economics. Prior to Colter Lewis, Avery worked as a Wealth and Investment Management Intern with Wells Fargo.

Read Bio

Victoria Varsani is a former investment assistant for J.P. Morgan Private Bank.

Prior to joining Colter Lewis, Victoria was an investment assistant at J.P. Morgan Private Bank for five years where she was responsible for client onboarding and ongoing client service. She holds a Bachelor of Business Administration, with a concentration in Finance and Management, from the University of Connecticut. Victoria is currently pursuing a Master of Finance degree from the University of Connecticut. Outside of work, she has a passion for linguistics and is fluent in five languages.

Read Bio

Our Strategic Partners

We have taken great care to ensure that we have all the necessary business and operational support to allow us to efficiently focus on you. To that end, we have contracted the following partners:

J. P. Morgan logo

JP Morgan is our custodian, which means that they hold our clients’ securities. As one of the largest custodians in the world, we selected them given their safety, soundness and their customer service.

Charles Schwab serves as one of our custodians, which means that they hold our clients’ securities.  We selected them given their safety, soundness and their customer service.

Addepar logo

Addepar is the first investment management platform that easily reports on all your financial assets. They have created one system, one platform that manages all your critical investment information. The platform is secure, scalable, fast and real-time.

Mirador is a leading provider of bespoke portfolio performance and reporting solutions. Mirador is our “middle-office” service provider that implements our financial reporting system.

Evestment logo

eVestment provides institutional investment data, analytics and market intelligence covering public and private markets.  eVestment brings transparency and efficiency to the global institutional market, equipping us to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.

Venn by Two Sigma applies data science, technology and systematic research to investment management, private equity, venture capital, impact investing, insurance technology and market making.

Security Compliance Advisors

Securities Compliance Advisors are our consultants for all regulatory and compliance questions.