
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
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
Keylinks
More profiles to browse
Jack Orlan
Investment Associate
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