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@northerntrust.com
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3 phones found area 713
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LinkedIn matched
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Colter Lewis is listed as Founder | CEO @ Endeavor Advisors at Endeavor Advisors, based in United States. AeroLeads shows a work email signal at northerntrust.com, phone signal with area code 713, and a matched LinkedIn profile for Colter Lewis.
Colter Lewis previously worked as Founder | CEO at Endeavor Advisors and Interim President, Wealth Management at Mai Capital Management, Llc. Colter Lewis holds B.B.A., Accounting from Abilene Christian University.
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AeroLeads found 2 current-domain work email signals for Colter Lewis. Compare company email patterns before reaching out.
Since entering the financial services industry over 27 years ago, my career has spanned Wealth Management, Investments, Financial Planning, Philanthropy, Private Banking, and Family Office Services – culminating in multiple client-facing roles and executive leadership positions within both independent wealth channels and a global, publicly traded private bank.Professionally, any success in my career has been a shared experience involving the contributions of many. My role at each stage has been to serve and advise highly successful families in managing their wealth by providing a holistic experience encompassing best-in-class financial planning, investment advisory, and estate planning solutions. Continuously learning from each experience, I have served as both a mentor and mentee, building relationships essential to delivering exceptional results for clients. Personally, I have been married to Elizabeth for 29 years and have three children, a fantastic daughter-in-law, and two of the world's greatest grandsons. I am an avid outdoorsman, enthusiastic traveler, average musician, and a lifelong learner.
Listed skills include Wealth Management, Estate Planning, Investments, Wealth Management Services, and 33 others.
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The Woodlands, Texas, Us
Endeavor Advisors is an independent, SEC-registered wealth management firm. We embrace our fiduciary role wholeheartedly and are dedicated to freeing clients from the complexities that success creates, allowing them to invest more efficiently, create wealth plans more effectively, and achieve peace of mind to pursue any endeavor they choose.Services: Investment Management, Wealth Management, Retirement Planning, Family Office
Cleveland, Ohio, Us
Interim President of Wealth Management for a national RIA aggregator based in Cleveland, Ohio. 22 office locations and current assets under management of $16 billion.
Chicago, Illinois, Us
President of Northern Trust for the Texas region. Responsible for private banking and wealth management in Houston, Dallas, Fort Worth, Austin and all points in between. Leading seasoned professionals across multiple disciplines including investments, wealth transfer, business planning, private banking, philanthropy and family education. Member, West Region Executive Team and Wealth Management Client Review Council and Board Member of The Northern Trust Company of Nevada.
Chicago, Illinois, Us
Led the Houston team to even greater heights as a future mega-market, delivering above financial plan on nearly all salient growth measures. Efforts focused on client development, recruiting and managing top-tier talent, refining brand marketing and improving partner engagement and diversity. Annual new business growth for the market under Lewis’s tenure was consistently the largest in the West Region.
Chicago, Illinois, Us
Creation, leadership, vision, recruiting and management of the ultra-high net worth advisory business in the Houston Region. Success as an individual contributor allowed for the formation of the first multi-disciplined team of investment, wealth planning, trust and private banking professionals. Together, these extraordinary professionals advised and served a distinct group of the most affluent families in the U.S. The elevated experience delivered to clients consistently produced exceptional results and ranked the group within the top three (and often #1) national Northern Trust Wealth Management teams. This success led to expanding responsibilities and various leadership roles.
Chicago, Illinois, Us
One of Northern Trust's first hires into the newly created role of Wealth Advisor. This marked the inception of the firm's advice-driven approach in Houston and across the U.S. Consistently delivering exceptional results as an individual contributor led to his next role as Managing Director.
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Colter Lewis works for Endeavor Advisors.
Colter Lewis is listed as Founder | CEO @ Endeavor Advisors at Endeavor Advisors.
AeroLeads has found 2 work email signals at @northerntrust.com for Colter Lewis at Endeavor Advisors.
AeroLeads has found 3 phone signal(s) with area code 713 for Colter Lewis at Endeavor Advisors.
Colter Lewis is based in United States while working with Endeavor Advisors.
Colter Lewis has worked for Endeavor Advisors, Mai Capital Management, Llc, Northern Trust Corporation, Uhy Advisors, and Aiello / Berkshire Associates.
You can use AeroLeads to view verified contact signals for Colter Lewis at Endeavor Advisors, including work email, phone, and LinkedIn data when available.
Colter Lewis holds B.B.A., Accounting from Abilene Christian University.
Colter Lewis is listed with skills including Wealth Management, Estate Planning, Investments, Wealth Management Services, Financial Planning, High Net Worth Individuals, Portfolio Management, and Investment Advisory.
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