Lori is responsible for developing and managing client relationships in the South Shore and Cape Cod regions. Lori provides investment management, retirement/financial planning and fiduciary services for individuals, trusts, institutions, and non-profit organizations and has been in the fiduciary and investment arenas serving clients for over 30 years.
Professional Experience
Lori joined Eastern Bank/Eastern Wealth Management in 2005 after five years with Cape Cod Bank & Trust as a VP/Sr. Portfolio Manager. Prior to CCBT, Lori’s tenure includes Sr. roles in portfolio management and relationship management with Smith Barney, DLJ, Baybank and BankBoston.
Education
Lori has earned the CFP designation since 1991 and holds a B.S. Degree in Marketing and Finance from Babson College. She is also an alumnus of Worcester Academy.