Adam is an Executive Managing Director in Pathstone’s Bellevue, WA office. In addition to leading the Bellevue, Seattle and Anchorage advisory teams, Adam is responsible for advising families on a variety of wealth management challenges, including investment management, trust and estate planning, income taxes, and family office management. Adam is also a partner of the firm and a member of the Regional Leadership Team. Before joining Pathstone, Adam was the Chief Client Relationship Officer with Cornerstone Advisors. In that role, Adam and his team served $4 billion of family assets across more than 600 families. In his time at Cornerstone, Adam served on the firm’s Executive Team and Inv
Adam Lewis
Executive Managing Director at Pathstone
Pathstone
United States, Washington, Seattle
About Me
Profile Information
Executive Managing Director at Pathstone
Pathstone
Investment Team,Operations Team
Investor
Multi-Family Office
Seattle
Washington
United States
Jul 31, 2024
Work Experience
Pathstone
Executive Managing Director Oct 2020 - Present
Email: alewis@pathstone.com
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