Lori S. Cochran

Operations Manager

Lori brings over 20 years of experience in the accounting, investment and financial services industry to her position as Operations Manager. Lori organizes and manages data for our clients to provide an accurate accounting of assets. She also focuses on process improvement to streamline and maximize the accuracies of trading and reporting.


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


  • Extensive professional training in all areas of trading, investment operations and tax administration