Profiel
Ms. Lori A.
van Dusen is a Chief Executive Officer & Founder at LVW Advisors LLC.
She is known for the client-focused strategies she has advocated for over 25 years.
Ms. van Dusen began her career with a natural gravitation to the investment industry in 1987.
By 2004 she had achieved the title of Managing Director with Citigroup/Smith Barney Institutional Consulting — a group that she helped to create.
Later in a renegade move, she took the role of co-lead of Convergent Wealth Advisors’ Institutional Group, where she served on the Executive and Investment Committees, advising approximately $8 billion in assets for clients.
She was one of the founders of the Association of Professional Investment Consultants and Citigroup Institutional Consulting.
She received her undergraduate degree from Ithaca College and a M.Ed.
from Harvard University.
She holds the Certified Investment Management Analyst designation, administered by Investment Management Consultants Association.
Actieve functies van Lori Ann van Dusen
| Bedrijven | Functie | Begin |
|---|---|---|
LVW Advisors LLC
 LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Algemeen Directeur | 01-10-2011 |
Eerdere bekende functies van Lori Ann van Dusen
| Bedrijven | Functie | Einde |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Lid van de Investeringscommissie | - |
| Citigroup Asset Management | Consultant / Adviseur | 31-12-2007 |
| Roberts Wesleyan College | Corporate Officer/Principal | - |
| Monroe Community College | Voorzitter | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Lori Ann van Dusen
| Harvard University | Graduate Degree |
| Ithaca College | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
| Citigroup Asset Management | Finance |
| Association for Professionals In Infection Control & Epid | |
LVW Advisors LLC
LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Finance |
| Smith Barney & Co., Inc. | Finance |
