CoverProfile

Jeffrey Weiss

Co-Founder, CIO and Managing Member

Colter Lewis

United States, Connecticut, Greenwich

About Me

Jeffrey Weiss’ thirty-five-year tenure in the financial services industry has provided him with an in-depth knowledge of trading, risk management, capital raising, capital structures, relationships with investors and businesses, and building strong management teams. ‍Jeff joined Lehman Brothers in 1983 following graduation from the University of Wisconsin – Madison. During his twenty-five-year career with the firm, he sat on the firm’s Management Committee, Fixed Income Executive Committee, and Investment Bank Investment Committee. Jeff began his career in Fixed Income, where he managed risk and held various leadership roles. After spending 15 years in Fixed Income, he was given the responsi
View more

Profile Information

Co-Founder, CIO and Managing Member

Colter Lewis

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Greenwich

Connecticut

United States

May 16, 2024

More profiles to browse

Profile Photo
Jack Orlan
Investment Associate
Profile Photo
Tom Granot
Investment Associate
MN
Michael Nettesheim
Investment Analyst
JN
Josh Neuman
Managing Director

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth