Lori has been in the financial industry for over 25 years and most recently joined Riverwater Partners as an Operations Associate. Lori supports the Asset Management and Operations team with all client services and operational issues.
Prior to joining Riverwater, Lori was a Due Diligence Analyst for SitusAMC, Mortgage Loan Officer for Wells Fargo Bank, and Registered Representative for M&I Marshall and Ilsley Bank. Lori’s strong understanding of compliance practices and deep financial background will prove beneficial to clients and vendors of Riverwater Partners.
Lori earned her Bachelor of Business Administration degree in finance with a minor in accounting from the University of Wisconsin - Milwaukee.
Lori lives in the Historic Third Ward downtown Milwaukee with her husband and dog Sophie. She enjoys traveling, boating/outdoors, live music and spending time with family.