3 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Senior Specialist,
Relationship Manager
Lori joined CAPTRUST in 2019 from South Texas Money Management and serves as a senior specialist and relationship manager. She provides comprehensive wealth management to high-net-worth investors.
Before joining CAPTRUST, Lori was the executive director of Corazon Ministries, an organization serving individuals experiencing homelessness in downtown San Antonio. Her other experience includes executive leadership for large non-profit foundations and commercial real estate finance and portfolio management in the real estate division of General Electric.
Lori holds a Bachelor of Business Administration degree in finance from St. Edward’s University and a Master of Arts degree in church ministry from Southern Methodist University.
Outside of work, she enjoys traveling, reading, fishing, and spending time at the coast with family and friends.
3 months ago
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