Colter is a Senior Vice President and Managing Director for Northern Trust. In that capacity, he proactively coordinates the expertise of a team of seasoned professionals to meet the financial needs of an ultra-high net worth clientele. This specialized team focuses on providing “high-touch” investment management, fiduciary, private banking and wealth consulting solutions to successful families.
Prior to Northern, Colter managed the investment and financial consulting practice for the Houston office of UHY Advisors, one of the largest accounting firms in the United States. In this capacity he focused on providing comprehensive wealth management and open architecture investment advisory services to many of the firm’s largest clients. Colter began his career with a boutique investment advisory and financial consulting firm.
With 15 years of experience, Colter was recently nominated by his clients and recognized by Texas Monthly magazine as a "Five Star Advisor" in the field of investments and wealth management. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) license from the CFP Board of Standards in Denver, Colorado as well as the Chartered Financial Consultant (ChFC) designation from The American College in Bryn Mawr, Pennsylvania. He recently completed the rigourous Certified Private Wealth Advisor (CPWASM) program at The University of Chicago's Booth School of Business. Developed by the Investment Management Consultant's Association (IMCA) the CPWASM program is the preeminent program for wealth management professionals. Finally, Colter earned his B.B.A. in Accounting from Abilene Christian University.
He is an active member of the Financial Planning Association (FPA), The Investment Management Consultants Association (IMCA), Houston Estate & Financial Forum (HEFF). Colter has been a frequent speaker on financial planning topics to the general public and the professional community.