Portfolio System Administrator
Lori is in charge of the analytics performed on behalf of Rothschild’s individual clients. In addition to performance reports, she is in charge of reconciliation between Rothschild, the custodians and the clients, including valuations, performance reports, and client statements.
Lori started with Rothschild in 1988 and is a FINRA Registered Representative. She is a graduate of Northern Illinois University with a bachelor’s degree in Business Administration.