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.