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Adam Lewis

CFP®*

Managing Director

  • Executive Committee
  • Partner

Adam is a 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 Executive Committee.

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 Investment Committee.  Born and raised in Anchorage, Alaska, Adam also contributed to early efforts to launch the Anchorage office.

Adam earned his bachelors degree from Seattle Pacific University with a major in Business Administration. He then graduated from Gonzaga University School of Law with a Juris Doctor degree and is an inactive member of the Washington State Bar Association.  Adam is also a Certified Financial Planner™.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Group

Partner

Executive Committee

Certification

CFP®*

Office

Bellevue, WA

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Adam is a 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 Executive Committee.

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 Investment Committee.  Born and raised in Anchorage, Alaska, Adam also contributed to early efforts to launch the Anchorage office.

Adam earned his bachelors degree from Seattle Pacific University with a major in Business Administration. He then graduated from Gonzaga University School of Law with a Juris Doctor degree and is an inactive member of the Washington State Bar Association.  Adam is also a Certified Financial Planner™.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.