2 months ago
Understanding Volatility
In this video, CAPTRUST Financial Advisor Brandon Aber describes how...
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.
2 months ago
In this video, CAPTRUST Financial Advisor Brandon Aber describes how...
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