Colter Lewis
Founder | CEO at Endeavor Advisors | United States
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Colter Lewis, as the Founder and CEO of Endeavor Advisors, brings over 27 years of extensive experience in the financial services industry, specializing in wealth management, investments, and financial planning. His multifaceted career has equipped him with a deep understanding of the complexities that affluent clients face, particularly in the realms of philanthropy, private banking, and family office services. At Endeavor Advisors, Colter leads a dedicated team of professionals committed to a fiduciary standard, ensuring that clients receive unbiased advice tailored to their unique financial situations.
Under Colter's leadership, Endeavor Advisors has embarked on several key projects aimed at simplifying wealth management for high-net-worth individuals and families. These initiatives include the development of comprehensive wealth plans that address multi-generational wealth transfer, retirement planning, and estate planning strategies. Colter's expertise in private banking allows the firm to offer bespoke solutions that cater to the intricate needs of clients, empowering them to navigate the complexities of their financial landscapes with confidence.
Colter’s commitment to cross-functional team leadership fosters a collaborative environment that enhances the client experience. By leveraging his skills in executive management and business planning, he ensures that Endeavor Advisors remains at the forefront of industry trends, continually adapting to meet the evolving needs of its clientele. His passion for philanthropy also drives the firm’s initiatives, helping clients align their financial goals with their values, ultimately achieving peace of mind as they pursue their personal and financial endeavors.
Founder | CEO at Endeavor Advisors in January 2023 to Present
Interim President, Wealth Management at MAI Capital Management, LLC in August 2022 to December 2022
President, Texas Region at Northern Trust Corporation in May 2018 to June 2022
President, Houston at Northern Trust Corporation in May 2013 to May 2018
Senior Managing Director, Wealth Advisory Services at Northern Trust Corporation in January 2009 to May 2013
Sr. Wealth Advisor at Northern Trust Corporation in December 2005 to January 2009
Sr Wealth Advisor at UHY Advisors in January 2000 to January 2005
Financial Advisor / Director of Business Development at Aiello / Berkshire Associates in January 1995 to January 1999
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Business Owner Advisory
Estate and Retirement Planning
Retirement Planning
Advising Extraordinary Families
Team Leadership
Multi-generational wealth transfer
Business Strategy
Leadership
Private Wealth Management
Executive Management
Family Office
Fiduciary Services
Cross-functional Team Leadership
Investment Advisory
Private Banking
Estate Planning
Wealth Management
Alternative Investments
Hedge Funds
Private Equity
Financial Planning
Insurance Planning
Philanthropy
Charitable Giving Strategies
Charitable Trusts
Trusts
Trust Management
Investments
Investment Strategies
Wealth Transfer
Succession Planning
Business Planning
Strategy
Wealth
Strategic Financial Planning
Investment Management
Financial Services
High Net Worth Individuals
Wealth Management Services
Portfolio Management
Financial Advisory
Certified Financial Planner
Fixed Income
Equities
Asset Allocation
Finance
Risk Management
Asset Management
Banking
Management
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Discover more about Endeavor AdvisorsWhat is Colter Lewis email address?
Email Colter Lewis at [email protected]. This email is the most updated Colter Lewis email found in 2026.
What is Colter Lewis phone number?
Colter Lewis phone number is +17134456405 and +15855331723.
How to contact Colter Lewis?
To contact Colter Lewis send an email to [email protected]. If you want to call Colter Lewis try calling on +17134456405 and +15855331723. (updated on October 29, 2024)
What company does Colter Lewis work for?
Colter Lewis works for Endeavor Advisors
What is Colter Lewis's role at Endeavor Advisors?
Colter Lewis is Founder | CEO
What industry does Colter Lewis work in?
Colter Lewis works in the Financial Services industry.
Colter Lewis Email Addresses
Colter Lewis Phone Numbers
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