Adam Lewis
CFP®
Executive Managing Director
- Leadership Team
- Shareholder
Adam is an Executive 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 Regional Leadership Team.
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™.
Certification
Offices
Adam is an Executive 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 Regional Leadership Team.
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™.
