Lori-Ann provides exemplary service and comprehensive account support to our Institutional clients. She works directly with our consultants to help manage client relationships. Serving as an extension of her clients’ organizations, delivering personalized guidance to help navigate the complexities of their portfolios. Some of her responsibilities include onboarding, quarterly performance reporting, portfolio rebalancing, investment implementation and acting as the liaison with our custodians and portfolio managers. Her background in financial services spans over a decade with such firms as Goldman Sachs, The Ayco Company (a Goldman Sachs firm) and Stephens Inc. Lori-Ann earned h