Lori Ferris, CIMĀ®

Client Services Associate

Lori joined the firm in early 2013 and brings more than a decade of financial services experience. She started her career in the financial services industry as a branch administrator followed by a client service manager and then internal national accounts manager.

Lori has completed her CSC, WME, CPH and her BMC. She also holds the Chartered Investment Manager (CIM) designation.

Lori shares responsibility for the daily updating and reconciling of trades and other transactions to client portfolios, deals with a wide range of client requests and assists in the opening of new accounts.

In the world of business, the people who are most successful are those who are doing what they love.

– Warren Buffett