Senior Investment Analyst
Lori-Ann recently joined us to help broaden our overall service value to clients. She supports the firm’s senior analysts and consultants when identifying tailored planning and investment strategies for clients. She provides comprehensive account support services, including research, inquiry response, and assistance with account rebalancing and portfolio accounting and reporting. Her background in financial services spans a decade with such firms as The Ayco Company (a Goldman Sachs firm), Stephens Inc., and Goldman Sachs.
Lori-Ann earned her M.A. in Government and Politics from Saint John’s University with a concentration in International Law and Diplomacy and Public Administration, and her B.S. degree in communication and political science from Andrew’s University. Lori-Ann is a dedicated athlete who enjoys spending time with her daughter, reading mystery novels, and watching nature programs.