– The RIA Podcast with Seth Greene Episode 057 Lori Van Dusen.
Lori Van Dusen is the Founder and CEO of LVW Advisors, an independent investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason for providing unbiased integrated solutions in a fragmented financial services industry.
Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup’s Smith Barney. In a pioneering move, she assumed the role of co-lead of Convergent Wealth Advisors’ Institutional Group in 2008, serving on the firm’s Executive and Investment Committees and managing approximately $8 billion in assets for clients. She founded LVW Advisors in 2011.
Listen to this insightful RIA episode with Lori Van Dusen about LVW Advisors!
Here is what to expect on this week’s show:
- How Lori began her career in the RIA field, and why she started her company LVW Advisors.
- Lori’s goal to start her own business, become her own boss and manage a team of advisors.
- The ideal clients Lori’s firm looks for.
Connect with Guest first name:
Guest Links:
LinkedIn- https://www.linkedin.com/in/lorivandusen/
Website- https://lvwadvisors.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
