Adam Lewis

Adam Lewis serves as Chief Professional Services Officer at Pathstone, based in the Atlanta, Georgia office. In this role, Adam leads Pathstone’s Professional Services group, bringing together the firm’s capabilities across tax planning and compliance, wealth planning, insurance and risk management, Personal CFO services, and private aviation to help address the evolving needs of individuals and families. Adam is also a partner of the firm and a member of the Executive Leadership Team.

Prior to serving in his current role, Adam served as Regional Executive Managing Director of Pathstone’s Bellevue, Washington office, advising families on complex wealth management matters. Before joining Pathstone, he served as Chief Client Relationship Officer at Cornerstone Advisors and was a member of the firm’s Investment Committee. Adam’s experience spans investment management, trust and estate planning, income tax matters, and family office management.

Adam earned a bachelor’s degree in Business Administration from Seattle Pacific University and a Juris Doctor from Gonzaga University School of Law. Adam is an inactive member of the Washington State Bar Association and a CFP® professional.

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