Lori’s career as an investment advisor began on Wall Street in 1980. She first worked with Greg McLean, the current principal of Caruso McLean, Inc., when she joined Tucker Anthony & R.L. Day, Inc. Lori's gained valuable experience throughout her career holding positions with financial and investment firms throughout the 1990s and early 2000s before rejoining Caruso McLean in 2012.
In her role at Caruso McLean, Lori helps her clients take advantage of opportunities in today’s global economy, with a clear eye to their financial future. Her long-spanning career in the financial field allows her to offer her clients good decision-making for long-term financial growth, no matter what the day-to-day fluctuation of the markets.
Lori graduated from St. Bonaventure University in 1980 with a BS in Economics. She is an active skier and golfer and enjoys traveling to visit her two grown daughters. Lori lives with her husband Joe in New Hartford, NY.
Designations:
- Series 7 General Securities
- Series 24 General Securities Principal
- Series 63 State Uniform Securities
- Series 65 Investment Advisor