Today's Five-Star Guest is Lori Van Dusen, Founder & CEO of LVW Advisors.
Lori Van Dusen, CIMA®, is the Founder and CEO of LVW Advisors, a registered investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason for providing comprehensive integrated solutions in a fragmented financial services industry.
Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup Smith Barney. She founded LVW Advisors in 2011.
More About Lori: https://lvwadvisors.com/team/lori-van-dusen-cima/
Buy Lori's Book: Amazon
More About LVW Advisors: https://lvwadvisors.com/
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About Host Patrick Kirby:
- Email: [email protected]
- LinkedIN: https://www.linkedin.com/in/fundraisingdad/
- Want more great advice? Buy Patrick's book! Now also available as an e-book!
Fundraise Awesomer! A Practical Guide to Staying Sane While Doing Good
Available through Amazon Here: https://www.amazon.com/dp/1072070359
