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Colter Lewis, CFP, CPWA, ChFC

Texas Regional President

Call: (713) 284 1795

Expert profile image of Colter Lewis, CFP, CPWA, ChFC, Texas Regional President -

EXPERIENCE

Colter has 23 years of experience in the field of investments, private banking, and wealth management.

EDUCATION & CREDENTIALS

Colter earned his B.B.A. in Accounting from Abilene Christian University, his Certified Private Wealth Advisor (CPWA®) from the University of Chicago’s Booth School of Business, the CERTIFIED FINANCIAL PLANNER™ (CFP®) license from the CFP Board of Standards in Denver, Colorado, the Chartered Financial Consultant (ChFC) designation from The American College of Financial Planning.

Colter was nominated by his clients and recognized by Texas Monthly magazine as a "Five Star Advisor" in the field of investments and wealth management, and was named by the Houston Business Journal as one of Houston's "Top 40 Under 40" in 2012.

INTERESTS

– Spending time with family
– Avid outdoorsman
– Average-level musician
– Passionate traveler
– Harley Davidson motorcycle rider

EXPERTISE

Colter Lewis is the President of The Northern Trust Company in Texas, overseeing offices in Houston, Dallas, Fort Worth and Austin. In that capacity, he is responsible for all wealth management and private banking services. The Texas team is comprised of seasoned professionals across multiple disciplines including investments, wealth planning, fiduciary, private banking and lending.

COMMUNITY INVOLVEMENT

Colter is a member of YPO (Membership Chair), Vistage International, the Financial Planning Association, the Investment and Wealth Institute, Houston Estate & Financial Forum and Houston Business & Estate Planning Council. He is a previous board member for The Alley Theater, Houston Grand Opera and Camp for All. Colter has been a frequent speaker on wealth management topics to the general public and professional community.

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