Lori Van Dusen, CIMA®
Before founding LVW, Lori was the co-lead of Convergent Wealth Advisors’ Institutional Group, where she served on the Executive and Investment Committees, and advised approximately $8 billion in assets for clients. Prior to that, she was Managing Director with CitiGroup/Smith Barney Institutional Consulting, which is where she began her investment career in 1986.
Considered one of the premier investment advisors in the country, in 2011 Lori ranked #3 on Barron’s annual list of America’s Top 100 Women Financial Advisors and earned a spot on Barron’s Top 100 Financial Advisors for eight consecutive years. In 2010, she was named Institutional Investor’s Nonprofit Consultant of the Year. Routinely, Lori and her team are featured in premier investment publications, the most recent being both Barron’s and Forbes.
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 is a member of the Board of Trustees of the University of Rochester Medical Center, Nazareth College and the Memorial Art Gallery. She is an advisory member for Institutional Investor’s RIA Investment Forum. Lori also serves on the Board of Directors for the National Center for Missing and Exploited Children. She is the past chair of the Board of Monroe Community College. Lori also previously served on the Board of Roberts Wesleyan College and the Northeastern Seminary and is presently the Chair of its Investment Committees.
A native of Rochester, New York, Lori is a long distance runner, enjoys decorating and the local music scene. She regulary cooks big Italian meals for her family and friends.
2011: Ranked #3 on Barron’s annual list of America’s Top 100 Women Financial Advisors.
2011: Ranked by Barron’s as one of America’s Top 100 Financial Advisors for the eighth consecutive year.
2004 – 2011: Ranked by Barron’s as one of the Top 10 Financial Advisors in America.
2010: Named Institutional Investor’s 2010 Nonprofit Consultant of the Year.