Lori is a Managing Director based in Pathstone’s Boston office, where she provides and implements comprehensive investment and wealth planning advice for multi-generational families as well as foundations and endowments. She brings more than 20 years of experience at several global asset management and financial services companies, including most recently, Wellington Management Company. In these roles, Lori worked with a wide array of institutional investors and financial intermediaries. She gained a broad range of knowledge across asset classes from fixed income and credit to alternatives and private assets.

Lori grew up in Vancouver, Canada and received a Bachelor of Commerce degree from the University of British Columbia and an MBA from the Anderson School at UCLA. She is a CFA® charter holder.

She currently lives in Arlington, MA with her husband, Pete, and their two daughters, Hannah and Abbey. As a native of western Canada, Lori is a lifelong skier, snowboarder, and lover of all outdoor sports and natural beauty. Having strongly encouraged the adoption of these same passions in her children, she now has to live with her skills on the mountain being quickly surpassed by theirs.

A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.