Lori S. Cochran

Lori brings over 20 years of experience in the accounting, investment and financial services industry to the team in her position as Operations Systems Manager. Lori organizes and manages data for our clients to provide an accurate accounting of assets and reporting. She also focuses on process improvement to streamline and maximize the accuracies of trading and reporting. She is also a member of the firm’s Operations Systems Team, where she ensures data integrity in the firm’s operations systems and works with other advisory teams to ensure that they are operating efficiently on our systems.

Experience:

• Waypoint Advisors, Operations Manager
• Signature Financial Management, Operations/Trading/Client Service
• Price Waterhouse, Tax Administrator