Lori is a Managing Director at 1919 Investment Counsel, LLC. As a Portfolio Manager, her primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients. She is a member of the firm’s Equity Institutional Committee. She also co-manages an equity-only “Quality Growth” strategy.
Lori entered the Financial Services Industry in 1986 and joined Legg Mason Investment Counsel (a predecessor firm) in 2007. Prior to joining the firm, Lori was a Senior Vice President and Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management and was responsible for managing about $600 million in assets for high-net-worth individuals, families and foundations. 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.
Outside of the office, Lori previously served as a co-chair for the Kips Bay Boys & Girls Club women’s committee and is a former board member of Talbot Perkins Children’s Services, as well as a NY Junior League volunteer and co-chair of several committees. She is 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 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 and is a CFA charterholder.