Lorinda (“Lori”) is a Managing Director at 1919 Investment Counsel. In her role as a Portfolio Manager, Lori works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long-term wealth and investment objectives.

Outside of the office, Lori previously served as a co-chair for the Kips Bay Boys & Girls Club women’s committee, and she is a former board member of Talbot Perkins Children’s Services and former NY Junior League volunteer. She is also a former board member of 444 Owners Corporation and a former member of Network 2020, the NY Society of Security Analysts, and The Financial Women’s Association.

Lori entered the financial services industry in 1986. Prior to joining the firm in 2007, Lori was a Senior Vice President and Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management. Before U.S. Trust, Lori was a Portfolio Manager at Brown Brothers Harriman & Company in New York City, where she was a member of their tax-efficient asset management team that managed all of the firm’s fully discretionary U.S. private client money. Lori also spent several years at Donaldson Lufkin & Jenrette in the equity research department.

Lori received her B.A. from Trinity College in Hartford, CT and her M.B.A. from the University of North Carolina’s Kenan-Flagler Business School at Chapel Hill. She is a CFA Charterholder.