Lori is a member of Genstar Capital’s Strategic Advisory Board and advises the firm in the financial services industry. Bringing 30 years of financial industry leadership, she is a prominent voice known for her intense passion for continuous improvement on behalf of financial advisors and the firms that serve them. As a regular speaker at industry events, Lori’s expertise includes investment, technology, distribution and advisory solutions.
Her career spans senior leadership and board member roles for some of the fastest growing and widely recognized firms in the industry. A sought-after board member in the technology and financial advice space, Lori is Chair of the Board of Directors for Docupace and Chair of the Board of Directors for Vestwell. She holds board seats for Orion Advisor Solutions, Cetera Financial Group and Cerity Partners. Lori was previously CEO of WealthTech at RedRock Strategic Partners LLC, Co-Founder and President of AI Labs, and held senior leadership roles at Envestnet and Pershing.
Lori received a BA from The Ohio State University and graduated from the Executive MBA Program at the University of Chicago Booth School of Business.