Lori’s career as an investment advisor began on Wall Street in 1980. She first worked with Greg McLean, the current principal of Caruso McLean, Inc., when she joined Tucker Anthony & R.L. Day, Inc. Lori's gained valuable experience throughout her career holding positions with financial and investment firms throughout the 1990s and early 2000s before rejoining Caruso McLean in 2012. In her role at Caruso McLean, Lori helps her clients take advantage of opportunities in today’s global economy, with a clear eye to their financial future. Her long-spanning career in the financial field allows her to offer her clients good decision-making for long-term financial growth, no matter what the

Lori Glennon
Vice President - Investments
Caruso McLean & Co Inc
United States, New York, Utica
About Me
Profile Information
Vice President - Investments
Caruso McLean & Co Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Utica
New York
United States
Jul 31, 2024
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