About Lori
Lori supports a team of wealth advisors and is responsible for client onboarding, account maintenance, and cashiering requests. Attentive and analytical, she prides herself on providing consistent and high-quality services to our clients, which contributes to helping them achieve their goals.
Outside of the office, Lori enjoys attending the theater, cheering for her son’s sports teams, and spending time with family and friends. Fun fact: Legendary magician David Copperfield made Lori disappear from a Boston stage during one of his performances.
Education and Professional Milestones
- Clark University – bachelor’s degree
- Boston University Questrom School of Business – master of business administration
- Has held other financial services roles for S&P Global Markets and Fidelity Investments
- Holds a Series 65 license.
Lori supports a team of wealth advisors and is responsible for client onboarding, account maintenance, and cashiering requests. Attentive and analytical, she prides herself on providing consistent and high-quality services to our clients, which contributes to helping them achieve their goals.
Outside of the office, Lori enjoys attending the theater, cheering for her son’s sports teams, and spending time with family and friends. Fun fact: Legendary magician David Copperfield made Lori disappear from a Boston stage during one of his performances.
Education and Professional Milestones
- Clark University – bachelor’s degree
- Boston University Questrom School of Business – master of business administration
- Has held other financial services roles for S&P Global Markets and Fidelity Investments
- Holds a Series 65 license.