Colter Lewis Investment Partners, LLC

Bazel Brady is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 designation. He began his advisory role at the firm in 2024 and previously worked at the University of Delaware for ten years. Colter Lewis Investment Partners provides investment advisory and portfolio management services primarily to ultra-high net worth and high net worth individuals and families, family offices, pension plans, and endowments. The firm employs an active asset allocation approach across various asset classes and offers both discretionary and non-discretionary mandates, managing approximately $2.32 billion in assets.

Avery Topkis is a financial advisor at Colter Lewis Investment Partners, LLC with Series 65 credentials and four years of experience at the firm. Prior to joining Colter Lewis, Avery was a student for seven years. Colter Lewis Investment Partners provides investment advisory and portfolio management services primarily to ultra-high net worth and high net worth individuals and families, family offices, pension plans, and endowments. The firm employs an active asset allocation approach across major asset classes and manages a substantial portion of assets on a non-discretionary basis.

Laura Farrelly is a financial advisor at Colter Lewis Investment Partners, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Algonquin Advisors LLC for 10 years before joining Bank of America, N.A. and Merrill in 2020. Outside of her advisory role, she serves on the Board of Fairfield County's Community Foundation and participates in committees focused on women and girls, as well as investment and finance. Colter Lewis Investment Partners provides investment advisory and portfolio management services primarily to ultra-high net worth and high net worth individuals and families, family offices, pension plans, and endowments. The firm employs an active asset allocation approach across major asset classes and manages a substantial majority of assets on a non-discretionary basis.

Michael Wolson is a financial advisor at BBR Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at BBR Partners since 2016, following four years at Morgan Stanley. BBR Partners, LLC is a registered investment adviser serving wealthy families and individuals by managing strategic asset allocations and selecting third-party managers. The firm combines traditional and alternative strategies and sponsors affiliated investment vehicles, including a registered closed-end fund, to provide diversified investment opportunities.