Lori joined the Private Asset Management team in September 2018 with more than 15 years of financial industry experience, primarily focused on Commercial Operations and Sales. Lori spent 8 years specializing in Hospital and Health System client relationships at GE Healthcare where she led Commercial Operations for the Eastern Division Sales teams. Lori has been the manager of Client Services team for Private Asset Management since 2020. Lori holds a BA in Economics from the University of Colorado and is Series 7 and 66 licensed.