Bazel Brady, Client Service Associate at Colter Lewis Investment Partners

Bazel Brady

Client Service Associate at Colter Lewis Investment Partners | Greater Philadelphia, United States

Profile last verified October 2026
Financial Services Verified Profile Greater Philadelphia, United States University of Delaware
Verified

Personal Email

***@gmail.com

Personal • High Confidence

Phone Number

610*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Bazel Brady Socials
Bazel Brady Work Experience

Client Service Associate at Colter Lewis Investment Partners in June 2024 - Present

Financial Planning Intern at Bernardo Wealth Planning in December 2023 - January 2024

President at Theta Chi Fraternity in November 2022 - December 2023

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Financial Analyst Intern at Colter Lewis Investment Partners in May 2023 - June 2023

Business Development Intern at Ecogy Energy in August 2022 - December 2022

Restaurant Server at Sofia's in June 2020 - August 2020

Summer Camp Counselor at Camp by the Sea in June 2018 - August 2019

Basketball Camp Counselor at Upper Dublin School District in June 2015 - August 2018

Bazel Brady Education

University of Delaware, Bachelor of Science - BS, November 2026

Upper Dublin High School, November 2026

Bazel Brady Skills
Management Information Systems (MIS) Data Analysis Sports Stock Market Analysis Market Analysis
About Bazel Brady’s Current Company
Colter Lewis Investment Partners

We are an independent multi-family office providing sophisticated guidance and planning designed to meet the needs of families and individuals of material wealth and complexity. Backed by a senior team with an average of 30+ years of financial industry experience, we deliver curated investment portfolios, institutional-quality risk management, and tax optimization for our clients. We offer differentiated access to private investment opportunities and invest our own capital alongside our clients, ensuring full alignment.

Discover more about Colter Lewis Investment Partners
Bazel Brady’s Colleagues
Rhoda Peritz

Rhoda Peritz

New York, New York, United States

Chief Operating Officer, Managing Director at Colter Lewis Investment Partners | Multi Family Office

We are an independent multi-family office providing sophisticated guidance and planning designed to meet the needs of families and individuals of material wealth and complexity. Backed by a senior team with an average of 30+ years of financial industry experience, we deliver c...

James Sullivan

James Sullivan

New York, New York, United States

Investment Associate

Investment Associate at Colter Lewis Investment Partners
(Jan 2025 – Present)

Alexandra Dijkum

Alexandra Dijkum

New York City Metropolitan Area

Investment Associate

Investment Associate at Colter Lewis Investment Partners
(Dec 2025 – Present)

Tom Granot

Tom Granot

New York City Metropolitan Area

Vice President at Colter Lewis Investment Partners

Vice President at Colter Lewis Investment Partners
(Aug 2021 – Present)

Josh Neuman

Josh Neuman

New York City Metropolitan Area

Managing Director at Colter Lewis Investment Partners

Colter Lewis is a boutique investment advisory firm built on 60 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 in...

Sebastian Catano

Sebastian Catano

New York City Metropolitan Area

Investment Associate at Colter Lewis Investment Partners | Multi Family Office

Investment Associate at Colter Lewis Investment Partners
(Feb 2025 – Present)

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Frequently asked questions about Bazel Brady

What is Bazel Brady email address?

Email Bazel Brady at [email protected] and [email protected]. This email is the most updated Bazel Brady's email found in 2026.

What is Bazel Brady phone number?

Bazel Brady phone number is 6102794641 and 2155880128.

How to contact Bazel Brady?

To contact Bazel Brady send an email to [email protected] or [email protected]. If you want to call Bazel Brady try calling on 6102794641 and 2155880128. (updated on November 11, 2025)

What company does Bazel Brady work for?

Bazel Brady works for Colter Lewis Investment Partners.

What is Bazel Brady's role at Colter Lewis Investment Partners?

Bazel Brady is Client Service Associate

What industry does Bazel Brady work in?

Bazel Brady works in the Financial Services industry.

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