Lorice Bianchi is an institutional retirement plan advisor based in Warren, NJ.
CAPTRUST welcomed Lorice in 2021, and she currently serves as a senior vice president and financial advisor. Lorice services institutional clients, assisting in the development of strategic planning for their fiduciary duties, which include asset allocation, investment policy development, and fee benchmarking.
Lorice joined CAPTRUST from Portfolio Evaluations, Inc., where she served as a senior fiduciary consultant for the firm. Experienced in investment performance monitoring and manager due diligence, she offered clients in-depth analysis to effectively guide their decisions and implementation of their investment portfolios. Prior to joining Portfolio Evaluations, Inc., Lorice spent 14 years at Goldman Sachs. Ten years were within the global manager strategies group in New York, and four years were in private wealth management in Boston.
Lorice received a Bachelor of Business Administration degree in finance from James Madison University and has been in the industry since 2000.
- Bachelor of Business Administration in finance from James Madison University
Awards & Recognition
- NAPA Top DC Advisor Teams | 2022 (CAPTRUST Warren)