Client Login

Lori Van Dusen, CIMA®


Lori 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.  As a push to break away from the traditional big banks/wirehouses to better represent her established institutional and  ultra-high net worth clients, Lori founded LVW Advisors, a local registered investment advisor (RIA) where she has established an independent model, becoming the voice of reason for holistic solutions in a fragmented financial services industry.

Considered one of the leading investment advisors in the country, and recipient of numerous accolades, Lori was ranked and profiled in the 2017 edition of Forbes as one of “America’s Top Wealth Advisors 2017”. Recently, Lori was named by Forbes as one of the Top 10 Women Wealth Advisors in America on their inaugural 2017 list. She has also been listed in Barron’s Top 100 Financial Advisors in America — earning herself a ranking on this list twelve times, most recently in 2016. Additionally, LVW Advisors has been ranked among the top institutional consultants in the nation, including being ranked on Barron’s Top 30 Institutional Consultants list since its inception. Lori is regularly listed in the top ten of Barron’s Top 100 Women Financial Advisors. Lori has been named to the Financial Times’ Top 300 Independent Advisors as well as FT‘s list of the top 100 Women Financial Advisors in 2014 — an inaugural edition providing a snapshot of the best in the business across the U.S. In 2010, she was named Institutional Investor’s Nonprofit Consultant of the Year.

Ms. Van Dusen was one of the founders of the Association of Professional Investment Consultants (APIC) and Citigroup Institutional Consulting. She holds the Certified Investment Management AnalystSM designation, administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School..

Lori received her Masters of Education degree from Harvard University and graduated magna cum laude with a Bachelor of Arts degree from Ithaca College. She holds the Certified Investment Management AnalystSM designation, administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School.

Lori currently serves on numerous boards, including the University of Rochester’s Medical Center Board, the Monroe Community College Foundation, The Memorial Art Gallery, and The NYS Trooper P.B.A. – Signal 30 Board.  In addition, Lori is on the advisory boards for the Institutional Investor’s RIA Institute, the United Way, American Heart Association, F.F. Thompson Health System and the Institutional Investors RIA Forum. Lori supports private and public education through her many years in leadership roles to include “Star Power,” a scholarship program through MCC that helps single parents continue their studies, as well as her philanthropic support of the PUC Charter School.  She is also passionate about holistic health and wellness.  She serves as Co-Chair of the new 1000 square foot Dr. Laurie Sands and Constellation Brands Breast Imaging Center, featuring leading-edge, 3D imaging technology for all patients offering same-day results.

A native of Rochester, New York, Lori is a long distance runner, an avid yogi, enjoys decorating, and savoring the area’s local music scene.  She regularly cooks and hosts big Italian meals for her family and friends.

Please see the Disclosure Section for more information on the awards and rankings listed above.