SPECIALISTS

Lori George

Director, Citrin Cooperman Advisors LLC

Experience

Lori is an advisory director and plays a pivotal role in overseeing a fast-paced environment to provide high net worth clients with the service they rely upon. She monitors and streamlines processes to ensure that the team of advisors remains focused on giving clients quick, accurate answers to questions that come up at any time.

Lori’s areas of expertise include vendor management review, balance sheet review, and the research, evaluation, and management of insurance policies. Her high level of client interaction allows Lori to provide concierge-style financial management and reporting services to the firm’s clients.

Lori was a senior manager in the Family Office and Business Support Services Practice at Untracht Early, which joined Citrin Cooperman in 2022.

CREDENTIALS

Education

Bachelor of Science, University of Delaware

Affiliations

Member, New Jersey Society of Certified Public Accountants (NJCPA)

Get in touch with Lori George today.

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It is satisfying to me to be able to minimize the financial management burden for our clients, their families, and their family-owned businesses by conducting vendor sheet reviews and balance sheet reviews as well as insurance policy management activities and comprehensive reporting.

Get in touch with Lori George today.

Fill out the form below to get in direct contact with Lori George and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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