Assistant Portfolio Manager
Lori joined the YHB team in 2019 after working in Academia for 12 years. Prior to that, she worked at Dolphin Multimedia and APM HealthCare Consulting in the Bay Area.
Lori is a graduate of Brigham Young University and earned her Master’s degree from Georgia State University. Lori has passed the FINRA Series 65 exam and is a Registered Investment Advisor Representative in the State of Connecticut.
Lori has served actively with Foodshare, the BSA and her church community. Currently, she is the president of the greater Hartford area Relief Society, which is a Christian philanthropic and educational women’s organization with over 800 members. Lori resides in Canton, CT with her husband Gary and they have four adult children.