Lori brings over 15 years of experience in the financial services industry, primarily in client development, to her role as a Client Service Associate at The Colony Group. She 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.
Prior to joining The Colony Group, Lori was a Client Service Associate for a wealth management firm. Lori also has experience with institutional clients, having worked for S&P Global Markets and Fidelity Investments. She earned a Master of Business Administration from Boston University’s Questrom School of Business, and attended Clark University, where she graduated with a Bachelor of Arts. In addition, Lori holds a Series 65 license.
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.